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

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

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

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

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

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

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