Services

Everything your
back office needs.

From bookkeeping to controller services — we handle it all so you can focus on growth.

📊

Automated Bookkeeping

Streamlined and reliable. Your books, always current.

Our fast and easy bookkeeping services take the hassle out of financial management. Keep your books in perfect order and make confident, informed decisions.

What's included:

  • Bank feed integration & automatic categorization
  • Receipt capture and document management
  • Monthly reconciliation & financial statements
  • Accounts payable & receivable management
  • GST/HST tracking and filing preparation
  • Year-end package for your accountant
847 transactions categorized
Bank reconciled through month-end
HST filed for Q4
0 items pending review
💸

Payroll Systems

Set it and forget it. Your team paid accurately, on time.

Payroll management is crucial to any business, demanding precision, compliance, and efficiency. With our payroll management service, you can relax knowing your employees will be paid accurately and on time.

What's included:

  • Automated payroll processing
  • Direct deposit setup & management
  • Tax remittances (CPP, EI, income tax)
  • T4 and ROE preparation
  • PCP-certified compliance
  • Employee onboarding support
Next payroll run scheduled
12 employees on direct deposit
Tax remittances up to date
All T4s filed on time
📈

Controller Services

Fractional CFO-level insight without the full-time cost.

Get strategic financial oversight when you need it. Cash flow forecasting, financial modeling, and the reporting that helps you make better decisions.

What's included:

  • Cash flow forecasting & management
  • Financial modeling & projections
  • Budget vs. actual analysis
  • KPI dashboards & reporting
  • Strategic financial planning
  • Board-ready financial packages
$284K
Cash runway
+18%
Revenue YoY
42%
Gross margin
🔄

Tech Migration

Escape legacy software. Upgrade your financial stack.

Our team of experienced consultants can help you evaluate which online accounting system is best suited to scale your financial operations.

We migrate to:

  • QuickBooks Online
  • Xero
  • ERPNext
  • Custom integrations (Stripe, Shopify, Flinks)

Migration includes:

  • Current system audit & needs assessment
  • Data migration & validation
  • Integration setup & testing
  • Team training & documentation
QuickBooks
Xero
Stripe
Shopify
Flinks
ERPNext

Catch-up Bookkeeping

Behind? We'll get you current. Fast.

Trying to manage your backlog of transactions can be overwhelming. We make the catch-up process a breeze. Simply send us your documents, and we'll cover the rest.

How it works:

  • Send us your bank statements & documents
  • We reconstruct your books month by month
  • Full reconciliation & financial statements
  • Year-end package ready for your accountant
  • Transition to ongoing bookkeeping (optional)
Documents received & organized
2,341 transactions processed
All accounts reconciled
Books current & up to date

Not sure what you need?

Book a free consultation. We'll review your current setup and recommend the right services.

Book a Free Consultation →