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Services Built Around You

Less To Manage.
More Room To Grow.

From the monthly details to the decisions ahead, put your accounting workload in capable hands.

Find Your SupportBook A Consultation
A collaborative review of financial records
Clarity. Control. Confidence.A Clear Scope. A Personal Connection.

Find Your Starting Point

Choose the need closest to yours. Services can be combined into one agreed scope.

Keep My Books CurrentCatch Up On My BooksPrepare Corporate TaxesPrepare Personal TaxesManage PayrollPlan Cash Flow & Growth

How Pricing Works: Fees depend on the services, transaction volume, record condition, and frequency of support. We discuss scope and fees before work begins.

A notebook, laptop and pencil arranged on a bright desk

01 · Stay Current

Everyday Financial Clarity

Reliable records and a dependable rhythm for your day-to-day finances.

Bookkeeping & Monthly Reporting

A repeatable monthly process, without the recurring pile of paperwork.

Who It’s ForBusinesses that need current records and regular financial visibility.

What You ReceiveReconciled accounts and financial reports at the agreed frequency.

Discuss Bookkeeping & Monthly Reporting
What’s Included & How It Works

Support May Include

  • ✓ Bank and credit card reconciliations
  • ✓ Accounts receivable and payable reporting
  • ✓ Monthly financial statements
  • ✓ Management reporting and review

How We Work Together

We review your accounts and current workflow, agree on the reporting schedule, and identify the records and access needed. Each reporting cycle brings reconciliations, questions to resolve, and the agreed financial reports.

Getting Started

Your account list, recent statements, access to your accounting software, and an overview of any outstanding bookkeeping.

Payroll & Compliance

Less payroll administration, with a clear routine for every pay period.

Who It’s ForEmployers that need consistent payroll processing and compliance support.

What You ReceiveAgreed payroll calculations, remittance support, and year-end reporting.

Discuss Payroll & Compliance
What’s Included & How It Works

Support May Include

  • ✓ Payroll processing and direct deposit support
  • ✓ CRA source deduction remittances
  • ✓ T4 and ROE preparation
  • ✓ GST/HST filing support

How We Work Together

We agree on the payroll calendar and responsibilities, gather approved employee and pay information, and handle the agreed processing and reporting. You remain involved in approvals and provide changes before the agreed cutoff.

Getting Started

Your pay schedule, current payroll setup, employee information through an agreed secure channel, and any outstanding reporting items.

A calculator, notebook and pencil ready for financial planning

02 · Be Prepared

A More Organized Tax Season

Bring your business and personal tax requirements into focus.

Corporate Tax

A clearer year-end, with the preparation taken off your hands.

Who It’s ForIncorporated businesses preparing for year-end and corporate tax filings.

What You ReceiveAgreed year-end preparation, corporate tax returns, and a clear document checklist.

Discuss Corporate Tax
What’s Included & How It Works

Support May Include

  • ✓ T2 corporate income tax returns
  • ✓ Year-end financial statements
  • ✓ Tax planning and instalment guidance
  • ✓ CRA correspondence support

How We Work Together

We identify your year-end requirements, provide a document checklist, review the books and supporting schedules, and prepare the agreed return and year-end deliverables. We discuss questions and obtain your authorization before filing.

Getting Started

Your year-end date, prior corporate return, accounting records, and details of any approaching deadlines or CRA correspondence.

Personal Tax

An organized tax process, with someone to guide you through the details.

Who It’s ForIndividuals, families, and owner-managers needing personal tax preparation.

What You ReceiveA personal tax return and a review of the information required for your circumstances.

Discuss Personal Tax
What’s Included & How It Works

Support May Include

  • ✓ T1 personal income tax returns
  • ✓ Self-employment and rental income
  • ✓ Investment and capital gains reporting
  • ✓ Tax planning for owner-managers

How We Work Together

We establish which records apply to your circumstances, review the information provided, and prepare your return. We explain outstanding questions and obtain your authorization before filing.

Getting Started

Your prior return and notice of assessment, relevant slips, and a summary of changes in your income or circumstances.

Two people reviewing financial documents at a meeting table

03 · Move Forward

A Clearer Path Forward

Understand what comes next, whether you are planning ahead or catching up.

Advisory & Virtual CFO

Turn financial uncertainty into a practical plan.

Who It’s ForOwners who need help with cash flow, budgets, or growth decisions.

What You ReceiveForecasts, scenarios, and reporting tailored to the decisions you face.

Discuss Advisory & Virtual CFO
What’s Included & How It Works

Support May Include

  • ✓ Cash flow forecasting
  • ✓ Budgets and performance reporting
  • ✓ Scenario planning and KPI tracking
  • ✓ Process and systems improvement

How We Work Together

We start with the decision you need to make, review the available records, and build relevant forecasts or reporting. Review conversations focus on assumptions, choices, and the next actions to take.

Getting Started

Current financial reports, upcoming commitments, business goals, and the decisions you would like help evaluating.

Accounting Cleanups

A manageable way forward when the books have fallen behind.

Who It’s ForBusinesses with overdue, incomplete, or unreliable accounting records.

What You ReceiveReconciled records for agreed periods and a plan for keeping the books current.

Discuss Accounting Cleanups
What’s Included & How It Works

Support May Include

  • ✓ Multi-period bookkeeping catch-up
  • ✓ Bank and balance sheet reconciliations
  • ✓ Chart of accounts restructuring
  • ✓ Preparation for outstanding tax filings

How We Work Together

We assess the periods and records involved, identify gaps, and agree on priorities. We reconcile the agreed periods, resolve unclear transactions with you, and outline a routine to keep the books current.

Getting Started

The periods that need attention, available statements and records, access to your software, and any urgent filing notices.

Not Sure Where To Begin?

We’ll Help You Define The Right Scope.

Book A Consultation

30-Minute Phone CallA focused conversation to assess where your finances stand, understand your challenges, and identify practical next steps.