Monthly bookkeeping
Transactions coded, accounts reconciled, and books closed every month — bank, credit card, and payment processors included.
Bookkeeping & Accounting
Bookkeeping, HST, payroll, and tax for owner-managed businesses — handled by a CPA-led team you actually hear from.
One fixed monthly package, scoped to your volume. Everything below can be included — you only pay for what your business actually needs.
Transactions coded, accounts reconciled, and books closed every month — bank, credit card, and payment processors included.
Filed on schedule, with your remittance position tracked all period long. No surprises at the deadline.
Payroll processing plus T4 and T5 slips prepared and filed on time.
T2 corporate returns and T1 personal returns, prepared together so nothing falls between them.
Shareholder account tracking and salary-vs-dividend planning — so paying yourself is a decision, not an afterthought.
QuickBooks Online, Xero, and Dext set up properly — or an existing file untangled and brought current.
Based in the Greater Toronto Area, working with clients remotely across Ontario.
1 · Discovery call
A conversation about your business and your books. We scope the work and quote it plainly — fixed monthly, no hourly surprises.
2 · Records handover
We request what we need from you and, if you're switching, from your previous accountant. You don't need to wait for a fiscal year end.
3 · Cleanup & setup
We bring the books current, fix what's miscoded, and set up cloud accounting properly.
4 · Monthly rhythm
From then on your books close monthly, filings land on time, and we check in quarterly with the numbers that matter.
Tell us where things stand — up to date, a few months behind, or starting fresh — and we'll come back with a clear scope and a straight quote.
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