Solo Bookkeeping

Designed for sole proprietors to stay organized, compliant, and tax-ready year-round.

This service provides structured, reliable bookkeeping support to help you maintain clear financial records without the complexity or cost of in-house accounting.

Included

• Record Processing (receipts, invoices, and expenses) 
• Bank & Credit Card Reconciliations 
• GST/HST Reconciliation & Filing 
• Financial Reporting (Profit & Loss Summary) 

Available Add-Ons

• Accounting System Setup 
• Catch-Up Bookkeeping

Bookkeeping Basics

Designed for businesses seeking reliable outsourced bookkeeping and accounting support. This package provides core full-cycle bookkeeping, government compliance support, and essential financial reporting.

Included

• Record Processing (receipts, invoices, and bills) 
• GST/HST Reconciliation & Filing 
• Bank Reconciliation 
• Maintenance of Chart of Accounts 
• Financial Reporting (Balance Sheet & Income Statement)

Bookkeeping Plus+

Includes everything in Bookkeeping Basics, plus enhanced financial management and analysis services for businesses requiring deeper oversight.

Additional Included

• Accounts Receivable Management (client billing & payment tracking) 
• Accounts Payable Management (outstanding bills & payment coordination) 
• Financial Analysis & Adjusting Entries 
• Amortization & Depreciation Schedules
• Financial Reporting and insights (Balance Sheet, Income Statement, Cashflow, AR & AP Aging)

Available Add-Ons

• Payroll Management 
• Year-End Working Papers 
• Budgeting & Cash Flow Management

Designed for businesses with a core accounting team seeking elevated support through team management and oversight, robust internal controls, financial planning and analysis, and streamlined payroll management. 

Included

• Financial Planning & Analysis
• Budgeting & Cash Flow Management
• Month-End Close Coordination 
• Year-End Close Coordination 
• Accounting Team Support & Mentoring
• Internal Controls Management 
• Accounting System Administration 

Reporting

• Monthly interim financial statements 
• Monthly management reporting package 

Client Engagement

• Monthly finance & strategy meeting  

Customization

Additional support requirements can be accommodated and tailored based on business needs. 

Business Process Review

Business growth requires continuous evaluation of internal structure, workflow design, and process efficiency to ensure alignment with organizational goals.

We conduct a comprehensive review of existing processes and redesign them with a focus on:

• Streamlining workflows to improve efficiency and employee effectiveness 
• Optimizing resource utilization to increase productivity and output 
• Reducing inefficiencies, lowering costs, and enhancing overall business value 

Accounting System Implementation

Process improvements often require automation, documentation, and user training. We work closely with your software provider to support a smooth implementation process, including:

• Implementation planning and project coordination 
• Software setup and configuration support 
• Data migration and validation procedures 

We also provide:

• User training sessions 
• Internal “how-to” documentation for system users 
• Post-implementation support and check-ins 

Next Step

Schedule a consultation call to discuss your business needs and determine the appropriate scope of work.