The core of every plan. Your plan decides how much of each we handle, based on the size of your business.
01 / 06
Monthly bookkeeping
Every bank, credit card and payment account recorded and reconciled, every month. Your books stay current, not months behind.
Included in every plan
What's included
Transactions categorized every month
Bank and credit card reconciliations
Receipt and bill capture
Month-end close and review
Monthly Profit & Loss and Balance Sheet
Questions answered within 1 business day
Best for: Any business that wants reliable numbers without doing the books itself.
02 / 06
Payroll
Pay runs, source deductions and year-end slips, done right and on time, so your team is paid correctly and CRA stays happy.
Included in every plan
What's included
Weekly, bi-weekly or semi-monthly pay runs
CPP, EI and income tax remittances to CRA
T4 slips and T4 Summary
Records of Employment (ROEs)
New hire and termination setup
Run in QuickBooks Payroll, Wagepoint or ADP
Best for: Businesses with employees who want payroll off their plate completely.
03 / 06
GST/HST filing
Returns prepared from clean, reconciled books and filed with CRA before the deadline. No more last-minute scrambles.
Included in every plan
What's included
GST/HST registration support
Monthly, quarterly or annual filing
Input tax credits tracked and claimed
Returns filed with CRA on time
Reminders before payments are due
Help with CRA questions about your returns
Best for: Every GST/HST registrant, from sole proprietors to growing corporations.
04 / 06
Year-end support
Clean, accountant-ready books when it is time for your tax return, plus the year-end slips your business is required to file.
Included in every plan
What's included
Year-end package for your accountant
T4 and T5 slips prepared and filed
Year-end adjustments supported
Answers to your accountant's questions
Introductions to a trusted CPA if you need one
Best for: Corporations and sole proprietors who want a smooth, low-cost year-end.
05 / 06
AP and AR management
Supplier bills tracked, customer invoices sent on time, and overdue accounts followed up, so cash keeps moving.
Every plan · Bill payments in Scale and Summit
What's included
Supplier bills entered and tracked
Customer invoices created and sent
Overdue invoices followed up
Aged payables and receivables reports
Bill payment runs through Plooto or QuickBooks (Scale and Summit)
Approval steps so nothing is paid without your OK
Best for: Teams with regular suppliers and customers, where cash flow depends on timing.
06 / 06
Reporting and forecasting
Monthly reports you can actually read, and a forward-looking view of cash so you can see the next hire or big purchase coming.
Reports in every plan · Forecast in Summit
What's included
Monthly Profit & Loss and Balance Sheet
Monthly review call (Scale and Summit)
Cash-flow forecast (Summit, or add-on)
Budget vs. actual tracking
Key numbers explained in plain language
Best for: Owners who want to make decisions from numbers, not gut feel.
Add-on services
Extra help, when you need it.
One-time projects, quoted before any work starts. Most clients start with one of these, then move to monthly.
07
Catch-up and clean-up
Months behind, or years? We bring your books current, fix what is wrong, and get you back in good standing with CRA.
Add-on · quoted upfront
What's included
Backlog of transactions recorded and reconciled
Miscategorized entries corrected
Overdue GST/HST returns prepared and filed
Payroll and remittance gaps sorted out
A clean starting point for monthly bookkeeping
Best for: Businesses that fell behind and want a fresh, accurate start.
08
Software setup and migration
A tech stack built around your business. Moving to QuickBooks Online or Xero, or untangling a messy setup, done properly from day one.
Add-on · quoted upfront
What's included
QuickBooks Online, Xero or FreshBooks setup
Chart of accounts designed for your business
Bank feeds and smart rules connected
Migration from desktop or other software
Apps like Dext, Hubdoc and Plooto connected
Training so you know where everything is
Best for: New businesses, and anyone switching software or fixing a messy file.
Cloud-first, tech-first
Your tech stack, built around your business.
We are a tech-oriented firm. QuickBooks Online is our home base, but we don't force one setup on everyone. We design the right mix of cloud tools around your whole business, and keep it running smoothly.
1
We learn how your business runs
How you sell, buy, pay people and get paid.
2
We pick the right tools
The software and apps that fit your business, not a one-size-fits-all bundle.
3
We set it up and connect everything
Bank feeds, rules and automations, so data flows in and busy work disappears.
Tools we often use
QuickBooks OnlineXeroFreshBooksDextHubdocPlootoWagepointADPand more
Good to know
What we don't do.
Corporate tax returns (T2)
We don't file corporate (T2) returns. We prepare a clean year-end package for your accountant, and if you don't have one, we can introduce you to a trusted CPA.
Audits and reviews
Audit and review engagements need a licensed public accountant. We get your books ready so that work goes faster and costs less.
Not sure what you need?
Start with a free Health Check. We'll review your books and recommend exactly what makes sense for your business.