How We Help 

We handle your day-to-day finances with care and precision, transforming your financial data from a simple record into a powerful tool for strategy. We go beyond basic data entry to provide context, ensuring your books are accurate and tax-ready. We focus on:
 

• Accuracy: We provide complete monthly bookkeeping, including reconciliations, payroll, GST filings, and more.
   

• Intelligent Categorization: We thoughtfully categorize your transactions, balancing detail with practicality.
   

• Automation: We implement smart automation to streamline processes without sacrificing accuracy.
   

• Tax-Aware Treatment: We manage critical items like shareholder loans, amortizations, and capital asset purchases with your future tax filings in mind.
   

• Integrated Systems: We help you integrate your financial systems and recommend the right software for your operations.

Your people are the heart of your business. We offer empathetic and practical HR guidance to help you build a strong, compliant, and thriving team. We specialize in:

Documentation: We help you with employee onboarding, offer letters, and job descriptions.

 

Compliance: We provide guidance on HR policies to ensure you meet provincial labour standards.

 

Payroll: We help with payroll setup and management through many of today’s leading platforms, while maintaining compliance with government filings (T4/T4A, WCB, ROEs, etc.).

 

Leadership Support: We assist managers with giving effective feedback, enforcing policies, and helping their teams grow.

Get the financial insight of a Chief Financial Officer without the full-time cost. We help you understand what your numbers truly mean and how they can guide your next steps. Our services include:

 

• Forecasting & Budgeting: We help you project cash flow, revenue, and expenses, and analyze profitability.

 

• Decision Support: We provide data-driven advice for major decisions, from compensation planning to new ventures.

 

• Leadership Coaching: We work with business owners on focusing their efforts, effective delegation, and strategic planning.

 

• Sole Proprietor Tax: We help you understand everything from acceptable expenses and GST registration to estimating your taxes and determining the right time to incorporate.

Sometimes, the most valuable thing a business owner can have is a clear-headed partner who listens with empathy and care. This is our “business therapy” side of what we do, and it’s often our most impactful service. We provide a space for you to:

Talk through challenges: We help you navigate business decisions, team challenges, or feelings of being overwhelmed.

Address mindset blocks: By actively listening to your business goals, we can provide financial advice to help you eliminate roadblocks in a way that aligns with your vision.

Reflect strategically: We serve as a sounding board, helping you reflect on your goals, and direction. Often, you already have the right solution—you just need to talk it out to find it.