Services

Everything your finances need, in one place.

From day-to-day bookkeeping to boardroom strategy, we cover the full back office — so nothing slips and every number ties out.

Problems we solve

If any of this sounds like you, you’re in the right place.

Behind on bookkeeping?We’ll catch you up and keep you current — every month.
Tax deadline approaching?Filed accurately and on time — with planning so it never sneaks up on you.
Don’t know your true profitability?We turn your numbers into clear, decision-ready insight.
Need CFO support without hiring a full-time CFO?Executive finance leadership on a fractional basis — only what you need.
How we help

Our services.

Fractional CFO & Controller

Strategic finance leadership on a part-time basis — forecasting, cash flow, fundraising support — plus the close, controls, and reporting systems that keep your finances reliable as you grow.

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Bookkeeping

Accurate, up-to-date books every month — reconciled accounts, clean categorization, and reports you can actually read.

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Payroll

On-time pay runs, source deductions, T4s and ROEs handled end-to-end — your team paid right, every cycle.

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Tax Filing

Corporate & personal returns, GST/HST, and year-end — filed accurately and on time, structured to keep more in your pocket.

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SR&ED Consulting

Turn your R&D into refundable tax credits. We scope, document, and file claims that stand up to CRA review.

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Business Advisory & Consulting

Strategic guidance on growth, profitability, and operations — a trusted sounding board for your biggest decisions.

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AP & AR Management

We handle bills, vendor payments, invoicing, and collections — so cash keeps moving and nothing slips through the cracks.

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Financial Statements

Compilation and review engagements and year-end statements compliant with IFRS, ASPE, and US GAAP.

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How we work each month

Your close, run like a system.

Your books shouldn’t depend on a last-minute scramble. We run a tight, repeatable rhythm so your numbers land on a predictable schedule — every month.

01

Connect

We connect your accounts and tools so data flows in automatically — no more chasing statements.

  • Bank & credit-card feeds and payment processors
  • Payroll systems, AP/AR tools, and receipt capture
  • GST/HST/PST registrations and reporting inputs
02

Standardize

We standardize your books so every transaction ties cleanly to cash and liabilities.

  • Clean categorization, reconciliations, and accruals
  • Sales-tax workflows across Canada & the U.S. with clean liability tracking
  • A chart of accounts aligned to how you actually run the business
03

Operate

A disciplined monthly close, delivered on a predictable schedule you can plan around.

  • Close checklist, review, and clear variance notes
  • An executive summary with “do-this-next” actions
  • Fast replies, so small issues never compound
What you get every month

Deliverables that help you decide — not just comply.

Every close ends with clear, decision-ready reporting delivered to your inbox.

Executive summary with clear “do-this-next” actions
Rolling 12-month (or 13-week) cash-flow snapshot
Monthly comparative financials — P&L, balance sheet, AP & AR
P&L by department, project, or channel (when applicable)
Sales-tax status across Canada & the U.S., with action notes
Clean, reconciled books — ready for lenders, investors, or big decisions
Getting started

Onboarding takes about a week.

A simple, low-lift setup that gets your finances organized fast.

1

Discovery call

A free 30-minute chat to understand your business, pain points, and goals.

2

Tailored plan

We map the exact services you need and quote a clear, fixed monthly price.

3

Seamless onboarding

We connect your accounts and tools, review history, and set up clean systems.

4

Ongoing partnership

Monthly reporting, timely filings, and advice whenever you need it.

Ready when you are

Let’s put your numbers to work.

Book a free, no-pressure consultation. We’ll review where you are and map a clear next step — usually onboarded within a week.