01
Monthly bookkeeping
Keep your books current and your numbers organized.
- Transaction categorization
- Bank and credit-card reconciliations
- Monthly financial statements
Bookkeeping, tax & management reporting
Your books, taxes and reporting. Handled.
Bookkeeping, tax filing and clear financial reports for small and growing businesses.
Services
What can we take off your plate?
02
Cleanup & catch-up
Get overdue or inconsistent books back on track.
- Overdue bookkeeping
- Corrections and reconciliations
- Year-end preparation
03
Tax preparation & filing
Get your returns prepared and filed, with a clear understanding of the results.
- Corporate tax returns, T2
- Personal and self-employed tax returns, T1
- GST/HST returns
04
Management reporting
Understand how your business is performing and where to focus next.
- Budget vs. actual
- Cash-flow reporting
- Performance insights
How it works
A straightforward start.
- 01
Tell us what you need.
A free 20-minute call to discuss your business and priorities.
- 02
Get a clear proposal.
Agree on the services, fee and timing before work begins.
- 03
Put the plan in motion.
Share your records and access, and we’ll get started.
Let's talk
Let's take it off your list.
Tell us what you need help with. We’ll arrange a free 20-minute call to discuss the next steps.