Our services

Budgeting & Forecasting - maintain a budget or plan for future growth. Track against your budgets and other KPIs.

Unlimited Support - Email, phone, text or WhatsApp support.

Location & Project Tracking - Track your profitability per project or per location.

Bookkeeping - Weekly, Monthly or Annual bookkeeping.

Monthly Performance Report - Track against your budgets and other KPIs.

Accounts Receivables & Accounts Payables - Hand-off bill payments and invoices.

Payroll Processing & Remittance - On-time payroll runs and CRA remittances so you never miss a deadline.

GST/HST Filing - proper tracking and timely filing of all sales tax obligations with the CRA.

Year-End Preparation - organized financials handed off to your tax accountant or auditor - ready for tax season.

Bank & Credit Card Reconciliation - Monthly reconciliation of all accounts to keep your books clean and audit-ready

Financial Statements & Cash Flow - Income Statements, balance sheets, and cash flow reports that provide you a clear picture.

T4 / T4A / T5 - Year-end slips prepared and filed accurately for all employees and shareholders.

QuickBooks & Xero Online Setup - Chart of accounts, integrations, and workflows configured correctly from day one.

Client Onboarding & Catch Up - Starting fresh or behind on your books? We get everything reconciled and current before your first month begins.

Receipt Management - assist clients with receipt purchases through the Dext app or the QBO app.

T2 corporate tax returns are not prepared in-house - but we work closely with other trusted CPA tax firms and are happy to make a referral. I will co-ordinate any Canada Revenue Agency (CRA) inquiries or tax-related information to your CPA tax firm.

Cleanup or Catch-Up - rebuild months or years of records. Use advanced tools to import statements. Every transaction reviewed and correct. Tax-ready handoff to your CPA tax manager.

Consulting & Training - personalized accounting software setup and training. Chart of accounts and workflow optimization. Monthly or quarterly accuracy reviews. Option to upgrade to monthly service anytime.