Our Services
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Outsourced Accounting Function
Overview:
A fully managed accounting function that delivers end-to-end financial oversight—without the overhead of an internal team.
Scope Includes:
Accounts payable and receivable management
General ledger oversight
Financial statement preparation
Bank and credit card reconciliations
Cash flow monitoring and reporting
KPI dashboards and performance insights
Year-end audit coordination
Best Suited For:
Growing businesses (10–100 employees) seeking a complete finance function.
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Bookkeeping
Overview:
Accurate, structured financial records that form the backbone of informed decision-making.
Scope Includes:
Transaction recording and classification
Accounts receivable and payable tracking
Invoice processing
Payroll reconciliation
Monthly account reconciliations
Audit-ready financial records
Cloud-based document organization
Best Suited For:
Startups, small businesses, and professional service firms.
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Fractional CFO
Overview:
Executive-level financial leadership—delivered on a flexible, cost-effective basis.
Scope Includes:
Financial strategy and forecasting
Budgeting and variance analysis
Cash flow optimization
Capital planning and funding advisory
Investor and board reporting
M&A advisory and support
Advanced financial modeling
Team mentorship and development
Best Suited For:
Scaling businesses and organizations undergoing transition.
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Financial Clean-Up (Prior Periods)
Overview:
Comprehensive correction and standardization of historical financial records.
Scope Includes:
Transaction review and adjustments
Reconciliation of discrepancies
Catch-up bookkeeping
Audit and tax readiness
Documentation and process improvements
Best Suited For:
Businesses preparing for audits, tax filings, or ownership changes.
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ERP & Change Management
Overview:
Structured system implementation and transition support to modernize your financial operations.
Scope Includes:
ERP selection (e.g., NetSuite, QuickBooks, Sage)
Data migration and validation
Chart of accounts restructuring
Parallel system testing
Staff training and onboarding
Post-implementation optimization
Best Suited For:
Organizations upgrading systems or scaling operations.
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Tax Services — Corporate & Payroll
Overview:
Proactive tax planning and compliance to reduce risk and optimize outcomes.
Scope Includes:
Corporate tax preparation and calculations
Tax planning and payment structuring
Payroll tax compliance and filings
Sales tax (HST/GST) management
CRA correspondence and resolution
Year-end tax packages
Best Suited For:
Corporations and multi-entity organizations.
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Internal Control Procedures
Overview:
Robust financial control systems designed to mitigate risk and strengthen governance.
Scope Includes:
Risk identification and assessment
Segregation of duties frameworks
Approval hierarchies and workflows
Fraud prevention mechanisms
Internal audit structures
Policy and procedure documentation
Best Suited For:
High-growth companies and audit-ready organizations.