CLARITY AND CONFIDENCE IN YOUR NUMBERS START HERE

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HOW WE CAN HELP

Start-up Support

Helping you register your business, set up accounting systems, and build a strong financial foundation from Day One.
Includes: Business registration guidance, chart of accounts setup, GST/HST registration, Quickbooks Set up

Cash flow & Budget Planning

Gain clarity on where your money goes and how to plan for the future.
Includes: Cash flow forecasting, budgeting templates, cost-saving suggestions.

Monthly Bookkeeping

Consistent, reliable record keeping to keep your finances up to date and stress-free.
Includes: Transaction categorization, bank reconciliation, monthly reports, cloud-based access.

Clean up & Catch up

Behind on your books? We’ll get you back on track—no judgment, just results.
Includes: Historical bookkeeping, corrections

Industry Specific Bookkeeping

We create tailored support for business owners because no business is the same, and neither should your bookkeeping. We will create a system that works for you so you can confidently know what is going on in your business.

Tax Compliance

Make tax season painless with organized books and CRA-ready reports.
Includes: HST filings, T2125 support for sole proprietors, year-end financials for your accountant

Business Insights & Advisory

Know your numbers so you can grow your business with confidence.
Includes: Monthly performance reviews, goal-setting, break-even analysis.

Admin + Business Support

Are your admin tasks piling up?

Let us help you with that. Here are some of the tasks we can take on: email management, calendar & appointment booking, client onboarding & invoicing, data entry, document organization (Google Drive, Dropbox)

  • Each monthly plan will be customized based on customer needs:

    • Accounting Software Setup & Management

    • Transaction management

    • Receipt matching and categorization

    • Account reconciliation

    • Invoice payment tracking

    • Monthly reports that you can understand and use

    • Monthly check-in

    • Payroll support

    • Collaboration with your CPA and year-end support

    • Ongoing messaging support so your bookkeeping questions never go unanswered

    Add on:

    • HST or GST tracking and filing

    • Invoice creation and sending

  • Are you behind on bookkeeping? Let’s chat about some solutions to get you caught up and back on track. Book a discovery call to make a plan and tell me more about your business.