Services Included
Unlimited Transaction Processing
Record and maintain all routine financial activity without transaction caps.
Full Bank & Account Reconciliation
Reconcile all bank accounts, credit cards, and petty cash monthly to ensure accuracy and completeness.
Accounts Receivable Tracking
Record customer invoices and payments received to keep receivables current and organized.
Expense Categorization & Recording
Categorize and record all business expenses for clean books, accurate reporting, and better cost control.
Payroll Processing (Up to 20 Employees)
Process payroll accurately and on schedule for up to 20 employees, with organized payroll documentation.
Monthly Financial Statements
Prepare and deliver:
Profit & Loss (P&L)
Balance Sheet
Tax Liability Tracking
Track and organize liabilities including:
GST/HST
Source deductions
Email Support
Ongoing support via email for questions, clarifications, and month-to-month guidance.