Services

Quality Service & Exceptional Results

Our services

Monthly Bookkeeping

Keep your financial records accurate, organized, and up to date with reliable ongoing bookkeeping support.

Services may include:

Recording and categorizing business income and expenses
Maintaining accurate and organized financial records
Tracking accounts receivable and accounts payable
Recording customer payments and supplier transactions
Reconciling bank accounts, credit cards, and other financial accounts
Reviewing transactions for missing information, duplicates, or potential errors
Maintaining and updating your general ledger
Preparing regular financial reports to help you understand your business's performance
Identifying bookkeeping discrepancies and recommending corrections
Helping you maintain reliable records throughout the year

Cleanup & Catch-Up

Behind on your bookkeeping? Have records that don't quite add up? We'll help you get organized and back on track.

Services may include:

Bringing overdue bookkeeping records up to date
Reviewing existing records for errors, omissions, and inconsistencies
Identifying and correcting duplicate or incorrectly categorized transactions
Reconciling outstanding bank and credit card accounts
Reviewing accounts receivable and payable balances
Investigating unexplained account balances and discrepancies
Organizing historical transactions and supporting documentation
Correcting general ledger entries where necessary
Reviewing opening balances and prior-period transactions
Preparing your records for ongoing bookkeeping or year-end work
Recommending improvements to help prevent future bookkeeping backlogs

GST/HST Support

Stay on top of your sales tax obligations with practical guidance, organized records, and assistance preparing your GST/HST filings.

Services may include:

Assisting with GST/HST registration and account setup
Helping you understand when GST/HST registration may be required
Reviewing GST/HST collected on sales and paid on business expenses
Tracking and reconciling GST/HST accounts
Identifying potentially eligible input tax credits (ITCs)
Preparing and filing GST/HST returns
Reviewing transactions for potential sales tax coding errors
Assisting with GST/HST adjustments and corrections
Helping you understand filing frequencies, deadlines, and payment obligations
Supporting recordkeeping requirements for GST/HST purposes
Providing practical guidance on common GST/HST questions

Business & Personal Tax Preparation

Straightforward tax preparation services to help individuals and businesses meet their filing obligations with confidence.

Services may include:

Preparing and filing personal income tax returns (T1)
Preparing and filing corporate income tax returns (T2), where applicable
Preparing self-employment income and expense summaries
Reviewing financial information and supporting tax documentation
Identifying potentially eligible business expenses and tax deductions
Reviewing applicable personal tax credits and deductions
Assisting with rental income and expense reporting
Reconciling bookkeeping records with information required for tax preparation
Helping clients understand their tax filing deadlines and payment obligations
Explaining tax return results in clear, straightforward language
Assisting with basic CRA correspondence and documentation requests

Financial Reporting

Understand where your money is going, how your business is performing, and what your financial numbers actually mean.

Services may include:

Preparing profit and loss (income) statements
Preparing balance sheets
Preparing cash flow summaries and reports
Reviewing revenue, expenses, and profitability
Comparing financial performance across different periods
Identifying significant changes or unusual account activity
Tracking outstanding customer invoices and supplier balances
Reviewing business spending patterns
Preparing customized management reports
Explaining financial reports in plain English
Helping business owners identify areas that may require attention

Account Reconciliations

Make sure your financial records match the underlying transactions and supporting documentation.

Services may include:

Reconciling bank and credit card accounts
Reviewing outstanding deposits and payments
Investigating differences between account statements and bookkeeping records
Identifying missing, duplicate, or incorrectly recorded transactions
Reconciling accounts receivable and accounts payable
Reviewing loan and financing account balances
Reconciling GST/HST accounts
Reviewing general ledger account balances for accuracy
Preparing necessary correcting journal entries
Identifying unresolved discrepancies requiring further investigation
Maintaining supporting reconciliation documentation

Record Organization

Get your business documentation organized with practical systems that make financial information easier to find, manage, and maintain.

Services may include:

Organizing receipts, invoices, statements, and other financial documents
Establishing consistent digital filing systems
Creating logical folder structures and document-naming conventions
Organizing historical accounting records
Helping establish procedures for collecting and storing receipts
Setting up systems for maintaining supporting documentation
Improving processes for tracking incoming invoices and payments
Helping organize records needed for tax preparation and year-end reporting
Recommending secure methods for exchanging financial documents
Helping improve document accessibility and recordkeeping efficiency
Providing guidance on maintaining organized records going forward

Accounting Software Support

Make better use of your accounting software with practical assistance tailored to your business and your level of experience.

Services may include:

Assisting with initial accounting software setup
Setting up and organizing your chart of accounts
Reviewing existing software configurations
Helping establish appropriate bookkeeping workflows
Assisting with bank feed connections and transaction categorization
Setting up customer and supplier records
Assisting with invoice and expense tracking features
Troubleshooting common bookkeeping and software-related issues
Reviewing account balances following software setup or changes
Providing guidance on recording transactions correctly
Helping improve the accuracy and efficiency of your accounting processes
Providing basic software training and ongoing user guidance

Experience with accounting tools including:

QuickBooks Online and Desktop
Sage accounting software
Wave
Odoo
Microsoft Excel

Year-End Preparation

Make year-end less stressful by ensuring your financial records are organized, reconciled, and ready for tax preparation or review.

Services may include:

Reviewing bookkeeping records for completeness and accuracy
Reconciling year-end bank and credit card balances
Reviewing accounts receivable and accounts payable
Reconciling outstanding loans and financing balances
Reviewing fixed asset purchases and disposals
Identifying expenses that may require adjustments
Reviewing prepaid expenses and accrued liabilities
Reconciling GST/HST balances
Identifying missing transactions and supporting documents
Preparing correcting and adjusting journal entries, where appropriate
Organizing year-end supporting schedules and working papers
Preparing financial information for corporate tax preparation
Coordinating with external accountants or tax professionals when required

Need Something Different?

Not every business has the same accounting needs. Whether you're looking for ongoing bookkeeping, help with a specific accounting issue, or support preparing for tax season, we're happy to discuss your situation.