Supporting Your Success
Our mission is to support small Canadian businesses with accurate, timely and CRA-compliant bookkeeping. By getting to know each client's business, we provide clear financial insights that help guide confident decisions and make managing finances less stressful. We take a client-first approach to be a reliable guide, supporting your business every step of the way.
Built on Accuracy, Compliance & Trust
Who We Work With
Specialized bookkeeping for service-based businesses
Our Services
Helping small businesses stay on top of their finances.
Monthly Bookkeeping & GST/HST Filing
Keep your books accurate and compliant. We categorize transactions, reconcile accounts, and manage your GST/HST filings on time, ensuring you always know where your business stands.
QuickBooks Online Setup
We help you set up QuickBooks Online (or migrate your existing data), and customize it for your business. This includes setting up your chart of accounts, connecting bank/credit cards, syncing POS/payment apps and setting up the sales tax functions.
Payroll Solutions
For small teams, we administer your full pay cycle—verifying hours to ensure accurate direct deposits, remittances, and T4s. For growing businesses, we refer you to Payworks for automated compliance and advanced HR tools.
Digital Record Management
Your insurance policy for data. We professionally review your receipts for audit compliance, maintain your permanent digital filing cabinet, and perform monthly manual backups of your essential business data to keep you secure.
Accounts Receivable & Accounts Payable Management
We actively manage your accounts receivable and accounts payable--tracking invoices, sending reminders, and scheduling payments--so your cash flow stays healthy and predictable.
Catch up and Clean ups
Falling behind on your books? We'll bring your financial records up to date, fix errors, and reconcile past transactions to give you accurate reports and peace of mind.
How We Work
1. Onboarding & Setup
Consult & Connect
We kick off with a discovery call to assess your needs. Then, we build your digital foundation by setting up your QuickBooks Online account and securely connecting your bank feeds for financial data tracking.
2. Monthly Management
The Digital Workflow
Forget the paper shoebox. Simply upload your digital files and receipts to our secure portal each month. We handle the rest--categorizing transactions, reconciling accounts, and managing your books remotely.
3. The Result
Customized Reporting
We deliver more than just standard numbers. We create a customized package of financial reports based on your specific business needs. You get the exact insights you need to understand your performance and grow with confidence.