Services
Bookkeeping & Compliance
We take the day-to-day bookkeeping off your plate—so you can stop stressing over spreadsheets and CRA deadlines. Our comprehensive bookkeeping services include monthly transaction categorization, reconciliations, and customized reporting to help you stay organized and in control.
We also manage your GST/HST filings, payroll remittances, WCB reporting, and more—ensuring everything is accurate, compliant, and ready for audit season. No more late fees or last-minute panic. Just peace of mind, month after month.
Accounting Setup & Support
Whether you’re brand new to QuickBooks or trying to fix a mess, we’ve got you covered. We handle full setup, account cleanup, and workflow optimization so you can stop fighting with your software.
Need training? We offer one-on-one coaching tailored to your skill level—helping you feel confident using QuickBooks Online to manage your finances. With clear processes, simple explanations, and ongoing support, you’ll get the most out of your system (without the frustration).
Advisory & Strategic Growth
Your financials tell a story—let’s make sure you understand it. Our advisory services help you go beyond the numbers with personalized insights into pricing, cash flow, profitability, and financial planning.
Whether you’re navigating slow seasons, planning to scale, or simply want to make smarter decisions, we provide the guidance and tools to help you grow strategically and sustainably. You’ll finally feel in control of your business direction—with a trusted advisor by your side.
Frequently Asked Questions
A: Yes—bookkeepers and accountants serve different (but complementary) roles in your business. Your bookkeeper keeps your financial records organized on a day-to-day or monthly basis, ensuring everything is accurate, up to date, and ready for your accountant. Think of bookkeeping as the foundation your accountant builds on.
While your accountant might handle year-end tax filings and strategic advice, your bookkeeper ensures your business runs smoothly all year—managing invoices, reconciling transactions, filing GST/HST, and providing timely financial reports. With both on your team, you’ll save time, avoid costly mistakes, and make smarter business decisions.
A: Just a few essentials! You’ll complete our onboarding forms, grant access to your QuickBooks Online account (or we’ll help set it up), authorize CRA access (if applicable), and upload your key financial documents. Don’t worry—we walk you through every step.
A: Absolutely. We work remotely with clients all across Canada using secure cloud-based tools like QuickBooks Online and Liscio. Whether you’re in Toronto or a small town in Alberta, we’ve got you covered.
A: We don’t file corporate or personal tax returns, but we prepare your year-end financials for your accountant. We do handle all GST/HST filings, payroll remittances, WCB, and T4s/T4As—so you’re fully covered on compliance.
A: 100%. We’ve seen it all—backlogs, unreconciled accounts, you name it. We start with a diagnostic review and create a custom clean-up plan to get everything organized, accurate, and audit-ready.
A: Our pricing is customized based on your transaction volume, business complexity, and service needs. After a discovery call, we’ll provide a transparent, tailored proposal—no surprises.
Let’s Build Something Great Together
No more guessing, stressing, or scrambling. Book a discovery call today and take the first step toward financial clarity and peace of mind. We’ll walk you through everything, start to finish.
