Monthly Bookkeeping
Consistent, Accurate, Stress-Free.
Your books should give you clarity--not confusion. We keep your financial records organized, up to date, and audit-ready, every single month.
What's included:
*Categorization of income & expenses
*Monthly reconciliation of all bank & credit card accounts
*Transaction reviews for accuracy
*Financial statements: Profit & Loss, Balance Sheet, and Cash Flow
*Secure cloud document storage
*Ongoing support for financial questions
*Accountant-ready year-end package (included in selected plans)
Benefits:
*Know exactly where your business stands
*Avoid year-end surprises
*Make informed financial decisions
Payroll Services
Accurate payroll delivered on time, every time.
We handle your payroll with precision--ensuring your employees are paid correctly and your remittances are submitted on schedule.
What's included:
*Direct deposit payroll processing
*CRA payroll remittances
*ROEs, T4s, and year-end payroll reporting
*Employee deductions and benefits tracking
*Support for hourly, salary, and contractor payments
Benefits:
*Reduce payroll errors
*Protect your business from compliance issues
*Save hours of administrative time
Cleanup & Catch-Up Bookkeeping
Behind on months--or years? We can fix that.
If your books have fallen behind, you're not alone. We specialize in restoring financial records quickly and accurately.
What's included:
*Historical transaction cleanup
*Bringing books up to date
*Correcting errors and inconsistencies
*Reviewing compliance with CRA requirements
*Preparing records for taxes or year-end filing
Benefits:
*Businesses preparing for tax filing, audits, or a fresh financial start.
Financial Reporting & Advisory
Clarity that empowers confident decisions.
Beyond bookkeeping, we help you understand your numbers--so you can plan, grow, and manage your business with confidence.
What's included:
*Monthly or quarterly financial reporting
*Cash flow tracking and analysis
*Budgeting & forecasting
*One-on-one review meetings (optional add-on)
Benefits:
*Understand trends
*Identify opportunities
*Stay ahead of financial challenges
Software Setup & System Optimization
Modern, efficient systems built correctly from day one.
Whether you're switching platforms or starting fresh, we set up your bookkeeping system the right way.
What's included:
*QuickBooks Online setup
*Hubdoc setup
*Custom chart of accounts
*Bank feed connections
*Automated workflows
Benefits:
*Cleaner books
*More efficient
*Cloud-based bookkeeping
*Fewer errors