Services Included

  • Unlimited Accounts & Transaction Processing

    • Unlimited bank accounts

    • Unlimited transactions recorded and maintained without caps

  • Complete Monthly Reconciliations

    • Reconcile all bank accounts, credit cards, and petty cash to ensure accuracy and clean books.

  • Accounts Receivable (Invoicing & Collections Support)

    • Record customer invoices and payments received

    • Track outstanding invoices and send payment reminders to support healthy cash flow

  • Accounts Payable (Vendor Bills & Payment Scheduling)

    • Record all supplier/vendor invoices

    • Schedule payments to help you stay current and avoid late fees

  • Expense Categorization & Recording

    • Categorize and record all business expenses for strong reporting, better cost tracking, and audit-ready records.

  • Unlimited Payroll Processing

    • Process payroll for an unlimited number of employees, including:

      • Deductions

      • Payroll accruals

  • Month-End Close & Adjusting Journal Entries

    • Post required adjustments such as:

      • Depreciation

      • Accruals

      • Prepayments

  • Monthly Financial Statements

    • Prepare and deliver:

      • Profit & Loss (P&L)

      • Balance Sheet

      • Cash Flow Statement

  • Month-End Highlights

    • A clear summary of key financial movements, performance trends, and notable changes for the month.

  • Tax Liability Tracking

    • Track and organize liabilities including:

      • GST/HST

      • Source deductions

  • Quality Review & Financial Oversight

    • Review records for errors, trends, and anomalies to improve accuracy and provide clearer insights.

  • Document Organization & Backup

    • Organize and securely back up supporting documents to keep your records complete, consistent, and audit-ready.

  • Priority Email Support

    • Faster response times and prioritized assistance for ongoing questions and urgent needs.