Bookkeeping & Accounting Services

Essential Financial Support for Small Businesses ($250K & Under)

Small Business Bookkeeping

Our Bookkeeping & Accounting service is built for small businesses earning $250,000 or less in annual revenue. You get clean books, organized records, and clear monthly financial reports. The foundational financial support every small business needs.

This package focuses strictly on the essentials. Any additional services beyond core bookkeeping and reporting are available as add‑ons.

Get Your Free Financial Health Checklist

What’s Included?

  • Accurate, timely bookkeeping to keep your financials organized.

    • Transaction categorization

    • Bank and credit card reconciliations

    • General ledger maintenance

    • Month‑end close

  • Clear, easy‑to‑read reports delivered every month.

    • Profit & Loss Statement

    • Balance Sheet

    • Cash summary

    • Basic performance insights

    These reports help you understand how your business is performing and support better decision‑making.

  • To keep this service affordable for smaller businesses, the following items are not included but can be added as needed:

    • Accounts Payable

    • Accounts Receivable

    • Payroll Management

    • Sales Tax Filings

    • Corporate Tax Return

    • Budgeting & Forecasting

    • Advisory or CFO Support

    This ensures you only pay for what you truly need.

Work With Us

How It Works

  • 01. Discovery & Fit Call

    We start with a conversation to understand your business, challenges, and goals.

    What we cover:

    - Your current financial setup

    - Pain points and bottlenecks

    - What success looks like for you

    - Which service line fits best

  • 02. Financial Health Assessment

    A deeper dive into your systems, books, and processes.

    We review:

    - Your bookkeeping accuracy

    - A/R, A/P, and payroll workflows

    - Reporting structure

    - Tax compliance status

    - Software and systems

  • 03. Proposal & Roadmap

    We present a tailored plan based on your needs and goals.

    Includes:

    - Recommended service tier

    - Scope of work

    - Timeline

    - Pricing

    - Implementation roadmap

    Explore: Fractional CFO • Controllership • Bookkeeping

  • 04. Onboarding & Clean‑Up

    We set up your systems, clean up your books, and establish workflows.

    This may include:

    - Accounting software setup or optimization

    - Bookkeeping clean‑up

    - A/R and A/P workflow setup

    - Payroll alignment

    - Tax document collection

    - Reporting templates

  • 05. Monthly Operations & Reporting

    Your financial operations run smoothly — and you get clarity every month.

    Depending on your service line, this includes:

    - Monthly bookkeeping

    - A/R and A/P management

    - Payroll processing

    - Monthly financial statements

    - KPI dashboards

    - Cash flow updates

  • 06. Strategic Guidance & Continuous Improvement

    For Controllership and Fractional CFO clients, we go beyond the numbers.

    We support you with:

    - Budgeting & forecasting

    - Pricing strategy

    - Cash flow planning

    - Scenario modeling

    - Tax planning

    - Quarterly strategy sessions

  • 07. Year‑End & Tax Filing

    We close your year cleanly and file your returns accurately.

    Includes:

    - Year‑end adjustments

    - Corporate tax return (T2)

    - Personal tax return (T1) for owners

    - CRA support

    - Tax planning for the next year

    Explore: Tax Planning & Compliance

Frequently Asked Questions

Why Businesses Choose Our Bookkeeping & Accounting Services

Onboarding

We review your current systems, clean up historical data, and set up workflows.

Monthly Bookkeeping

We categorize transactions, reconcile accounts, and maintain accurate records.

Monthly Reporting

You receive clear financial statements every month.

Optional Add‑Ons

You can add services anytime as your business grows.

Who This Service Is For?

Solo entrepreneurs

01.

Freelancers and contractors

02.

Small service‑based businesses

03.

Early‑stage companies under $250K in revenue

04.

05.

Businesses that need clean books but not full operational support

If you’re looking for simple, reliable bookkeeping without the complexity or cost of a full finance department, this service is built for you.

Build a Smarter Financial Strategy

Ready to Get Your Finances on Track?

Get in Touch or Book a Call