Bookkeeping
Accurate, up-to-date records that you can rely on at any time.
- Transaction coding and monthly bank reconciliation
- Accounts payable and receivable tracking
- Cloud accounting software setup and clean-up
- Catch-up work for books that have fallen behind
Tax services
Returns prepared carefully, with planning that goes beyond filing.
- Corporate and self-employed tax returns
- Personal tax returns for owners and families
- Sales tax registration, returns and remittances
- Year-round tax planning and deadline reminders
- Support when tax authorities request information
Payroll
Your team paid correctly and on time, with the paperwork handled.
- Pay runs, deductions and benefit calculations
- Payroll remittances to tax authorities
- Year-end employee slips and summaries
- Employee onboarding and record keeping
Financial reporting
Reports that make the numbers easy to understand and use.
- Monthly or quarterly profit and loss statements
- Balance sheets and cash flow summaries
- Year-end financial statements
- Lender and investor ready reporting packs
Advisory
A sounding board for the financial side of your decisions.
- Budgets and cash flow forecasts
- Pricing and profitability reviews
- Planning for growth, hiring or major purchases
- Business structure and succession discussions
Business setup
A well-organized start, or a fresh start for an existing business.
- Guidance on choosing a business structure
- Help with registrations and account set-up
- Chart of accounts and bookkeeping system design
- Document filing and record retention guidance
Getting started is simple
Tell us what you need
Send a message describing your business and the support you are looking for.
We outline the scope
We confirm what is included, how often we report and what we need from you.
We get to work
Your records are organized and your deadlines are tracked from day one.