Welcome!
At Financially Organized, we are deeply committed to helping small and medium-sized businesses and not-for-profit organizations navigate their financial landscape. Our passion lies in helping our clients feel informed and in control when it comes to their numbers! With our comprehensive range of financial organization services, we aim to take the burden off your shoulders, freeing up your valuable time to focus on what you do best.
Service Offerings
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Monthly Bookkeeping Services
Feeling overwhelmed by paperwork? Don't despair! Our monthly record-keeping services can provide the assistance you need. We offer a comprehensive range of services that encompass all aspects of financial record-keeping. Our services include meticulously recording sales, expenses, as well as reconciling bank accounts and credit cards. We'll also handle recording and filing tax obligations such as HST, payroll, and WSIB, so you can rest assured that your finances are up to date and compliant. Let us help you streamline your financial record-keeping, so you can focus on the day-to-day operations of your business.
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Financial System Setup
Allow us to tailor a financial system that perfectly aligns with the needs of your business. Whether you prefer utilizing QuickBooks, spreadsheets, or any other software, we have the expertise to set up the optimal solution for you. Let us take care of the technical aspects while you focus on what truly matters – growing your business.
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Consulting
How is your business REALLY doing? With expertise as a Chartered Professional Accountant, we can provide valuable insight and guidance on financial matters, helping your business to make informed decisions. By analyzing and interpreting financial data, we can identify trends, provide accurate financial reports, and offer strategic advice to improve financial performance and navigate potential challenges effectively.