Full-service accounting - Powered by QuickBooks Online

Bookkeeping Services

• Transaction Categorization & Reconciliation: Accurate coding of income, expenses, and other financial transactions, with monthly reconciliations of bank, credit card, and loan accounts to ensure data integrity.
• Financial Reporting: Timely preparation of essential financial statements, including the balance sheet, income statement (P&L), and cash flow overview, providing insights into business performance.
• Audit-Ready Records: Maintenance of organized and verifiable financial records in compliance with CRA and accounting standards, ensuring readiness for year-end review or external audits.
• Cloud Accounting System Maintenance: Ongoing support for QuickBooks Online, including chart of accounts structuring and user access control.

Tax Compliance Services

• Tax Preparation and Filing: Comprehensive preparation and filing of federal and provincial tax returns.
• CRA Representation: Professional representation in case of audits or disputes.

Payroll Management

• Payroll Processing: Timely and accurate payroll processing for your employees.
• Compliance: Ensuring compliance with all payroll-related regulations.
• Reporting: Detailed payroll reports for better financial management.

Billing and Accounts Receivable Reporting Assistance

• Invoicing: Efficient and accurate invoicing to ensure timely payments.
• Reporting: Proactive and regular reports on accounts receivable status.

Accounts Payable Management

• Bill Processing: Accurate and timely processing of vendor bills.
• Payment Management: Ensuring timely payments to vendors to maintain good relationships.
• Reporting: Detailed accounts payable reports for better financial oversight.

Corporate Registries Management

• Entity Formation: Assistance with the formation of new business entities.
• Compliance Filings: Management of annual reports and other compliance filings.
• Record Keeping: Maintenance of corporate records and documentation.

Controllership Services

• Financial Oversight: Comprehensive oversight of your financial operations.
• Internal Controls: Implementation and monitoring of internal controls to safeguard assets.
• Reporting: Preparation of detailed financial reports for informed decision-making.

Fractional CFO Services

• Strategic Planning: High-level financial planning and strategy development.
• Financial Analysis: In-depth analysis of financial data to support business growth.
• Advisory Services: Expert advice on financial matters to guide your business decisions.

M&A Transaction Services

• Due Diligence: Comprehensive financial due diligence to assess potential acquisitions or mergers.
• Valuation Services: Accurate valuation of businesses to support transaction decisions.
• Transaction Support: Assistance with structuring and negotiating deals to ensure successful transactions.