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During your discovery call, our experts will plot a roadmap for your business’s financial goals. After our chat, we’ll send you a copy – free of charge. So, grab a mug of something warm, and share your vision with us.


Book a discovery call today!


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Complete this form to help our team plan ahead and give you a truly tailored experience.  If you don’t have the time, that’s okay, too!  We’re great at thinking on our feet. We’d love to learn about your business and tell you about ours.


Frequently Asked Questions

All packages are fully customizable.

A bookkeeper will help maintain your financial records and keep them up-to-date and organized efficiently. With up-to-date financial records, you can track your business health on a timely basis and can focus on business operations.

Not at all! We’re here to help. We can clean up your financial records and tailor the appropriate software to suit your needs. Training will be included so you can review your financial health at any time!

Please don’t. We have an easy-to-use system that will help you digitize all of your receipts. This will be faster than filing things on your own.

While Excel or something similar can help you organize things there are many accounting system options that are economical and can grow with you as your business grows and needs change. At the click of a button you can run reports to show a financial picture of your business at any point in time and help you focus on the areas needed.

Sometimes basic bookkeeping does not provide insight into your business to help you make bigger decisions. We automate the bookkeeping side of things so we can spend more time with you to help you understand how to improve and build your business.

Preparing your taxes requires accurate data, and having us do your bookkeeping (or at least prepare your year-end numbers) should save you time and money with your accountant since we know exactly what they need to file quickly and accurately. Tax filing uses historical information, and we can also help you make plans for the future, and provide insight into how to make your business more successful, more easily.

We can do it all! We provide a full suite of services that you can take advantage of when you need them, as you need them from basic bookkeeping to strategic planning and tax compliance. We are a one-stop shop.

Absolutely not. We are happy to maintain your month-to-month bookkeeping and reporting needs and work with your accounting firm of choice for all year-end preparation and tax filings. 

This is great news! We love working with people just like you, and people like you love working with us! You get peace of mind knowing experts are taking care of your finances, and by leaving the back office to us you can spend time on the operational things that create the most value for your business.

We are always happy to spend time training you so you better understand your business and are more prepared to plan your growth. We can also review different software options to see if there is something that works better for you.

Usually you do not have to register for a HST account in Ontario if you collect less then $30,000 over four consecutive quarters. Contact us for more information and we will be happy to help!


Financial Experts With a Lot to Say

Our packages provide a cost-effective and scalable approach, allowing businesses to focus on their core operations while entrusting their financial management to skilled professionals. Book a discovery call with us to learn more!