FAQs
General Bookkeeping
Our services include but are not limited to transaction processing, AP & AR management, bank and credit card reconciliations, fixed asset accounting, payroll & accounts administration, and financial reporting, among others. Our specialized services include accounts cleanup, software migration, and management dashboards, among others.
Our experienced and accredited team of professional bookkeepers and accountants implements strict processes and controls to ensure the accuracy and integrity of your financial records. Moreover, we also conduct monthly and annual internal audits to validate that data is being processed correctly.
We offer flexible scheduling options, including weekly, monthly, quarterly, and annual processing based on your business needs. During onboarding, your designated account manager would discuss your business objectives and advise on the appropriate frequency. Note that this frequency can be changed over time as your business dynamics evolve.
Absolutely! We manage payroll for our clients in compliance with local and federal rules & regulations. This includes creating and sending payslips as well as calculating payroll taxes. Our team has extensive experience working with manual payrolls (Excel-based) and payroll software such as QBO Payroll, ADP, and Dayforce, among others.
Yes, we offer software setup and migration services across a variety of platforms to ensure a smooth & efficient transition experience. Depending on the size and scale of the business, we also conduct parallel runs and migration audits to ensure data integrity.
Tax & Compliance
Currently, we only provide tax services to our Canadian clientele AND to client who already get their bookkeeping done from us. Our tax services encompass corporate (T2) return preparation, GST/ HST/ PST return and filings, payroll & income tax filings, EHT & WSIB returns, and tax planning services. We also manage review & compilation engagements working with our licensed local business partners to ensure you get the right expertise for your corporate needs.
Yes, we offer a "Never Miss a Deadline Guarantee" to ensure all your tax filings are submitted on time. However, this is contingent on the timely delivery/ transfer of required data & documentation needed to create these filings.
Certainly! Our dedicated tax accountants constantly stays up-to-date with CRA guidelines & developments to ensure compliance with all provincial and federal regulations.
Financial Planning & Analysis
FP&A services typically involves budgeting, forecasting, performance reporting, and strategic guidance to support critical data driven decision making. Services offered range from commentary on Monthly Financials to in- depth variance and sensitivity analysis on financial performance, depending on business size and management needs.
The foundation of any effective financial forecast is grounded in accurate financial records and a clear revenue guidance. By managing your 'books' directly and having management discussions, we develop a thorough understanding of your business. Moreover, we apply various techniques such as scenario- analysis to allow for built in forecast flexibility.
We recommend updating forecasts at least quarterly to maintain a high level of accuracy and alignment of strategic objectives. However, the frequency of updates is a direct function of the business size and management objectives.
Yes, our experienced investment experts have extensive experience producing customized multi year financial models, including return analysis and company valuations. We also provide model management services where we updates financial models with actual financials to assist management evaluate performance against expectations.
The standard management reporting package includes a set of company' financials, KPIs scorecard, and financial commentary. However, certain additions can be incorporated based on management preferences.
Business Support & Advisory
Our administration services include document management, database management, project management, and similar administrative services. Our case specific solutions allow you with the flexibility of choosing only the services you want.
Yes! We support investment funds and managers with trade reconciliations, performance reporting & attribution, wealth planning & forecasting, and investor relation management.
Whether it is a rent vs. buy decision or exit planning strategy, our experienced consultants provide you with financial analyses and roadmaps to optimize value and maximize profitability. We have also engaged in strategic business reviews where we advise on revenue generating and cost cutting measures, streamlining operational performance.
Technology & Tools
Most of our clients use Quickbooks, Sage, Xero, and Microsoft Business Central to operate their businesses. However, we work with most mainstream Accounting/ ERP software such as SAP and Zoho to assist you in your operational requirements. Our extensive network of industry professionals allows us to effectively navigate across and within these platforms to ensure high service levels.
Yes, as long as the software allows, we integrate reporting functions with your accounting/ ERP platforms for seamless data flow and real-time insights. Furthermore, we have developed significant expertise in maintainaning or updating these integrations as per management preferences.
Yes, in line with our core value of minimizing our and our client' carbon footprint, we digitize all aspects of your accounting & finance functions. This includes access to secure cloud servers where your files are always available.
We place utmost priority on the confidentiality and security of your financial data, and implement robust measures to protect your information. This includes using secure Microsoft OneDrive folders for file sharing and implementing strict access protocols to ensure only authorized users have access to these repositories. These data security strategies vary from client to client with respect to the client's needs and circumstances.
Absolutely! We have AI consultants on our panel that allow for process automation and AI integration to support your operational objectives and drive cost savings over the medium- long run.
š Getting In Touch
You can give us a call, send an email or book a free consultation. Simply avail a free assessment by clicking the button on the top right of the website. Or click 'Contact Us' from the menu to access the other options.
While based out of Toronto, we serve clients across North America, providing personalized accounting and finance solutions. We also conduct site visits and physical meetings contingent on the client' preferences.
Our services are flexible and we don't tie our clients in lengthy contracts! However, we can discuss specific terms & conditions that best suit your business needs & requirements during our consultation.
Pricing is based on the scope and complexity of services provided. Check out our free pricing tool to give you a rough monthly estimate. (add pricing tool link here)
Absolutely! We have AI consultants on our panel that allow for process automation and AI integration to support your operational objectives and drive cost savings over the medium- long run.