Your outsourced finance team

Bookkeeping

Clean, current books

We keep your records accurate and up to date in the cloud, so you always know where things stand and year-end is painless.

• ✓Transactions coded and reconciled every month
• ✓Receipts and bills captured in the cloud
• ✓Books ready for your bank, CRA or a buyer

Included in Essentials, Plus and Advisory

Accounting and month-end

Closed by the 15th, every month

A proper month-end close turns bookkeeping into numbers you can use. Every month you get statements and a short summary of what changed and why.

• ✓Full month-end close and adjustments
• ✓Monthly financial statements
• ✓One-page owner summary in plain language

Included in Plus and Advisory

Payroll and GST

Paid right, filed on time

We run payroll, file remittances and handle GST so you never miss a deadline or pay a late-filing penalty.

• ✓Payroll runs and source deduction remittances
• ✓T4 slips and ROEs
• ✓GST returns prepared and filed

Included in Plus and Advisory

Tax

Corporate and owner tax, planned ahead

Because we keep your books all year, tax time is fast. We plan ahead so you and your corporation pay what you owe and no more.

• ✓Corporate year-end and T2 return
• ✓Personal T1 returns for owners
• ✓Salary and dividend planning

Available as an add-on to any package

Advisory

Numbers that help you decide

For growing businesses that want to plan, not just report. We build forecasts and budgets and meet with you every quarter.

• ✓13-week cash-flow forecast
• ✓Annual budget and monthly tracking
• ✓Quarterly review meeting

Included in Advisory