Monthly Bookkeeping
Your books need to be current, accurate, and organized. Not just for tax time, but so you can make informed decisions throughout the year.
What's included:
- Monthly bank reconciliation
- Expense categorization and tracking
- Invoice management and accounts receivable
- Accounts payable processing
- Monthly financial statements
- Access to real-time dashboard
- Unlimited support via email
Best for: Businesses with regular monthly transactions who want to stay on top of their finances without hiring a full-time bookkeeper.
Tax Preparation & Filing
We handle corporate tax returns, HST/GST filings, and T4 processing while actively looking for deductions and credits you might not know about.
What's included:
- Corporate tax return preparation (T2)
- HST/GST return filing
- T4, T4A, and T5 preparation
- Tax planning consultation
- Deduction optimization review
- CRA correspondence handling
- Prior year review for missed opportunities
Best for: Corporations needing comprehensive tax services with a focus on minimizing liability and staying compliant.
Payroll Services
Payroll mistakes can be costly. We ensure your team gets paid accurately and on time, while keeping you compliant with CRA requirements.
What's included:
- Bi-weekly or monthly payroll processing
- CPP, EI, and income tax calculations
- Direct deposit setup and management
- T4 and T4A preparation
- Remittance to CRA
- Year-end reporting
- Employee pay stub portal
Best for: Businesses with 1-20 employees who want reliable, accurate payroll without the administrative burden.
Financial Consulting
Strategic financial guidance for businesses ready to grow. We help you plan, forecast, and make data-driven decisions.
What's included:
- Monthly financial review meetings
- Cash flow forecasting and management
- Budget creation and variance analysis
- KPI development and tracking
- Growth scenario planning
- Profitability analysis by product/service
- Financial model development
- Strategic recommendations
Best for: Growing businesses that need strategic financial insights beyond basic compliance.
Business Advisory
CFO-level strategic guidance without the full-time cost. For businesses at a critical growth stage who need experienced financial leadership.
What's included:
- Weekly or bi-weekly strategic sessions
- Comprehensive financial dashboards
- Board-ready financial presentations
- Fundraising preparation and support
- M&A financial due diligence
- Organizational financial structure optimization
- Multi-year strategic planning
- Direct access to senior partners
Best for: Established businesses scaling rapidly, preparing for acquisition, or navigating complex financial decisions.
Year-End Services
Complete fiscal year-end package to close your books properly and prepare for the next year.
What's included:
- Financial statement preparation
- Year-end adjusting entries
- Corporate tax return (T2)
- Depreciation schedules
- Year-over-year analysis
- Next year tax planning session
- Financial health assessment
Best for: Businesses that handle their own bookkeeping but need professional support at year-end.
