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Services

Precision ops for your back office

Choose what you need now. Expand later. Every engagement is scoped for accuracy, cadence, and minimal overhead on your side.

01

Monthly Bookkeeping

Bank reconciliations, categorization, and clean ledgers on a fixed monthly cadence — so you always know where cash and profit stand.

  • Bank & credit card reconciliation
  • Transaction categorization & coding
  • Chart of accounts cleanup
  • Receipt & document organization
  • Catch-up bookkeeping available
02

Financial Reporting

Decision-ready P&L, balance sheet, and cash-flow views delivered on schedule — audit-ready packages formatted for your CPA or year-end review.

  • Monthly P&L and balance sheet
  • Cash flow snapshot
  • Variance notes on request
  • Year-end trial balance package
  • Shareable PDF & cloud exports
03

GST / HST Support

Sales tax prep and filing support so remittances stay on schedule and input tax credits don’t slip through the cracks.

  • Monthly, quarterly & annual filing support
  • ITC tracking and reviews
  • Multi-province awareness
  • CRA notice coordination
  • Filing calendar reminders
04

Payroll Coordination

Accurate pay runs and remittance coordination without standing up a full in-house payroll department.

  • Payroll run support (via your software)
  • Source deduction remittance tracking
  • T4 / ROE prep assistance
  • Employee record hygiene
  • Year-end payroll package
05

Catch-Up Bookkeeping

Months (or years) behind? We dig into the backlog, clean the history, and hand you books you can finally trust going forward.

  • Historical transaction cleanup
  • Bank recs for prior periods
  • Opening balance validation
  • Year-end support
  • Fixed-scope quote before we start
06

Controller Lite

For owners who want more than data entry: monthly review calls, cash insights, and gentle guardrails as you grow.

  • Monthly numbers walkthrough
  • Cash runway conversation
  • Expense & margin flags
  • Process recommendations
  • Bridge to your CPA at tax time
Balance-Books

Ready for books that stay balanced?

Book a short consult. We’ll map your current state, recommend a right-sized plan, and leave you with a clear next step — even if that’s “not yet.”