Our Services for Small Businesses
Diagnostic Review
Understand your financial systems and uncover opportunities for improvement.
Our Diagnostic Review provides a comprehensive analysis of your current financial systems and processes. We identify inconsistencies, highlight inefficiencies, and offer actionable recommendations to help you optimize your bookkeeping and financial management practices.
What’s included:
- Detailed examination of your accounts
- Identification of errors or inefficiencies
- A comprehensive report with key findings and tailored recommendations
Why it matters:
You’ll gain the confidence and clarity needed to make smarter financial decisions.
Monthly Bookkeeping
Stay organized and informed with professional bookkeeping.
We handle your monthly bookkeeping so you can focus on running your business. From categorizing transactions to reconciling accounts, we keep your books accurate and up-to-date.
What’s included:
- Categorization of all financial transactions
- Monthly account reconciliations
- Clear financial reports to track your business performance
Why it matters:
You’ll always know where your business stands financially, empowering you to plan and grow effectively.
Systems Optimization
Streamline and enhance your financial systems for maximum efficiency.
Our systems optimization service reviews your current processes, identifies areas for improvement, and integrates tools and automations to simplify your workflows and improve accuracy.
What’s included:
- Comprehensive review of financial systems and workflows
- Identification and resolution of inefficiencies
- Integration of tools and automation for streamlined operations
Why it matters:
You’ll save time, reduce errors, and have systems that grow with your business, enabling smarter financial management.
Books Cleanup
Get your books back on track, no matter the mess.
Whether you’re behind on bookkeeping or need to fix errors, our books cleanup service organizes and corrects your records, ensuring they’re accurate and ready for tax time.
What’s included:
- Review and correction of financial records
- Reconciliation of past transactions
- Preparation for tax season and financial reporting
Why it matters:
You’ll start fresh with organized, accurate records and peace of mind.
Year-end Closing
Ensure your financial records are accurate and ready for the new year.
Our year-end closing service ensures your books are in perfect order, allowing you to confidently prepare for tax filings and strategic planning. We review your financial data, reconcile accounts, and make necessary adjustments for a seamless transition into the next fiscal year..
What’s included:
- Final reconciliation of all accounts
- Review and adjustment of entries for accuracy
- Preparation of year-end financial statements
Why it matters:
You’ll start the new year with accurate financial records, ready for tax season and informed decision-making.
Tax Filings and Compliance
Stay compliant and minimize your tax liability with expert support.
Stay compliant and minimize your tax liability with expert support.
We handle all aspects of your business’s tax filings, ensuring accuracy and compliance with current regulations. From corporate tax returns to HST filings, we make tax season stress-free and efficient.
What’s included:
- Preparation and filing of corporate tax returns
- Assistance with HST/GST filings and remittances
- Support with tax compliance and regulatory requirements
Why it matters:
You’ll avoid costly errors, meet deadlines, and have peace of mind knowing your taxes are handled by professionals.
QuickBooks Online (QBO) Setup and Maintenance
Streamline your financial systems with expert setup and support.
We tailor QuickBooks Online to meet your business’s unique needs, integrating tools and automations to make bookkeeping simple and efficient.
What’s included:
- Customized QBO setup
- Ongoing maintenance and troubleshooting
- Automation of repetitive tasks to save time
Why it matters:
You’ll reduce manual work and focus on growing your business with confidence in your financial systems.
QuickBooks Online (QBO) Training
Equip yourself and your team with the skills to manage your finances.
Our personalized training sessions cover everything from the basics to advanced features, ensuring you can use QBO effectively for your business needs.
What’s included:
- Customized training based on your experience level
- Hands-on guidance for using QBO features
- Ongoing support for questions and troubleshooting
Why it matters:
You and your team will gain the knowledge to manage finances confidently and efficiently.
New Business Setup
Start your business on a strong financial foundation.
We guide you through the essential steps of setting up your financial systems, from choosing the right accounting software to creating a chart of accounts.
What’s included:
- Guidance on business structure and incorporation
- Initial accounting system setup
- Customized financial processes to suit your business model
Why it matters:
You’ll have the confidence to launch your business with a financial system designed to grow with you.
Employee/Payroll Setup and Management
Simplify payroll and keep your team happy.
We handle every aspect of payroll, from setup to ongoing management, ensuring accuracy and compliance with tax regulations.
What’s included:
- Payroll system setup and integration
- Calculation of payroll taxes and withholdings
- Regular payroll processing and reporting
Why it matters:
Your employees get paid accurately and on time, while you stay compliant and stress-free.