Our Services
Bookkeeping doesn’t need to be a source of stress. We take it off your hands by managing your financial records with consistency and care, giving you clear numbers and peace of mind so you can focus on your business.
Bookkeeping
Monthly Bookkeeping
Starting at $300/month
We maintain accurate, up-to-date financial records so you always have a clear picture of where your business stands.
Transaction Categorization: Every transaction is recorded and categorized, so you always know where your money is going.
Bank & Credit Card Reconciliation: Completed monthly for accuracy and peace of mind.
HST/GST Tracking: Kept organized and ready for filing, whatever your reporting period looks like.
Financial Statements & Reporting: Delivered monthly, with clear insights into how your business is actually performing.
Every plan is scoped around your business, so what's included can vary. We'll walk through the details on a discovery call.
Financial Planning & Analysis (FP&A)
Bookkeeping shows you where your money went. FP&A shows you where it should go next, revealing what's driving profit and what's draining it.
Cash Flow Forecasting: See what's coming in and going out before it happens.
Job Costing & Profitability: Know your true cost and margin on every job or project, not just your overall revenue.
Pricing Analysis: Find out if you're charging enough, and where you're leaving money on the table.
Budgeting & Forecasting: Plan ahead with numbers built from your actual business.
When paired with our bookkeeping services, FP&A gives you the clarity and strategy needed to grow your business with confidence.
Add-On Service: Bookkeeping Catch-Up & Cleanup
For clients who are behind on their bookkeeping or transitioning to our services, we will review, organize, and update historical records to ensure your books are accurate and tax-ready.
Catch-up and cleanup work is billed based on a fixed estimate provided in advance, with 50% due upfront and 50% due upon completion. Once everything is current, we can transition you to one of our ongoing monthly bookkeeping plans.
Looking for a Tax Accountant?
While we don’t offer tax filing services in-house, we’ve partnered with a trusted tax accounting firm to handle all tax-related matters for our clients. Our teams work closely together to coordinate information and communication, ensuring your financial records are complete, questions are addressed efficiently, and tax filings are completed accurately and on time.
If you’d like to learn more about how this works or discuss your tax filing needs, get in touch with us.
