Our monthly package includes:

• Recording and categorizing sales and expenses.

• Bank and Credit Card reconciliation

• Ongoing communication and support

• A monthly profit and loss statement to keep you in-the-know.

  We can add on additional services, such as payroll and source deduction, HST reporting, WSIB, and more!

Do you need to make decisions but lack time to fully analyze your numbers?

Are you encountering challenges and need to look for answers in the books?

Do you need the financial picture without getting into the nitty gritty?

These scenarios are incredibly common in start up, growing and even established businesses. For various reasons it’s not always suitable to hire a full time controller or chief financial officer. We can get the answers you need with our CPA expertise in a robust consulting capacity. Expert knowledge without the full time commitment.

Just starting out?

Wanting to make your financial process more efficient?

Growing quickly and ready to find a more effective solution?

Whatever the reason, we can set you up with a financial recording system that best fits your business within your budget. We offer a user-friendly approach to accounting using Quickbooks Online, which can be set-up and customized to best work for you!

Need to apply for funding and require a budget?

Are you looking to plan ahead and need a require a forecast for the next 5 years?

We are happy to collaborate and get this “to-do” off your list!

Are you an avid D.I.Y-er?

We offer training services for financial systems, such as Quickbooks, and are here to help answer your financial questions! Because our clients have diverse businesses with various needs, we are always prepared to tailor our training to you and your business - let’s chat!

Do you require specialized reporting for your industry?

Unsure of what to charge or price your product at?

Do you require financials for your business plan?

No problem, we can help with that too! Connect with us to chat about how we can get your finances organized to best suit you and your business!