Services
Your one-stop shop for modern accounting.
Having all of your small business accounting needs under one roof brings value and efficiency to your business. Our goal is to solve as many accounting and finance pain-points as possible for you, which includes reducing the number of service providers you have to coordinate.
That means you won’t waste any more time sending the same information to multiple people, or worrying about critical details slipping through the cracks. Doing more for you also allows us to better understand your business, and provide meaningful advice on a more frequent basis.
Corporate Taxes & Year-End Accounting
Running a small business can be stressful enough without worrying about Canada’s complex and constantly changing corporate tax rules (not to mention staying onside with the CRA). Let us take care of your year-end financial statements and tax filings, and keep track of all the deadlines so you can focus on what's most important to you.
Tax Planning & Corporate Structuring
From the basics of sorting out whether to pay yourself a salary or dividend, to helping you determine when that next holding company is needed, we have the expertise to help you protect your assets and minimize taxes.
Planning to sell your business? We’ll strategize with you to find ways to maximize the value you receive, and minimize the tax burden on the eventual sale. Going through a corporate reorganization? We can navigate the tax compliance headaches for you so you can get back to business.
Streamlined Bookkeeping
Bookkeeping is a crucial part of running a business, but is often a major headache for small business owners. If you're tired of spending your weekends poring over spreadsheets and reconciling bank accounts, let us take care of it for you. We’ll efficiently process all your company's transactions and ensure you’re getting every write-off available so you can make effective and timely data-based decisions
Accounting System Set-up
Keeping your finances running smoothly is key to success, and we can help you design an accounting system to get there. It starts with the foundation: a cloud-based accounting platform that takes care of tasks like importing transactions directly from your banks, automating recurring invoices, and recording customer payments without you doing a thing.
Harnessing cloud-based software not only gives you access to your data from anywhere, it also opens the door to easily integrating other apps directly into your accounting system, allowing you to further streamline and automate your small business finances.
Virtual CFO
Many small business owners only see their accountant after year-end, but trying to get actionable insights from year-end financial statements just isn’t ideal. Why? Because all they tell you about is the past. It’s like trying to drive a car forward while you look in the rear-view mirror.
To effectively grow your business, you need financial data on demand – insights from key performance indicators as they’re happening, cashflow forecasting to inform your major financial decisions, and strategy sessions to help you interpret and execute.
Let us help you move your business forward by looking ahead. We can provide the information you need to remove stress and uncertainty from your financial decisions and confidently take your business to the next level.
Quarterly Strategy Sessions
We’ll meet to analyze the performance of your business together, discuss major financial decisions on the horizon, and develop cashflow scenario models to help you strategically plan your growth.
monthly cashflow forecasts
Let’s take the guesswork out of where your bank balance is heading. We’ll develop a full 3-way financial model that’s unique to your business, and update it based on actual monthly operating results pulled live from your accounting data.
monthly kpi tracking
We’ll help you identify the Key Performance Indicators (“KPIs”) that provide the pulse of your business at a glance, track them for you monthly, and include them in our management reporting package.
Explore Pricing Packages
During our discovery process, you identify the services you need, and we'll quote you a competitive monthly price for those services – and that's all you'll pay. No uncertain bills, hidden fees or locked-in contracts.