We take the day-to-day bookkeeping off your plate so your records are always current, organized, and ready when you need them. You'll know your numbers are right, and you'll never scramble at year-end again.

What's included:

• Monthly transaction categorization and bank/credit card reconciliations in QuickBooks Online

• Accounts receivable and payable tracking

• Monthly financial statements (Profit & Loss and Balance Sheet)

• GST/HST-ready records and year-end support for your accountant

• Catch-up and clean-up bookkeeping if you're behind

Having accurate books is only the start. Our Fractional Controller service turns your financial data into clear reporting and practical recommendations, so you can spot issues early, control costs, and make decisions with confidence. You get controller-level oversight for a fraction of the cost of a full-time hire.

What's included:

• Everything in Bookkeeping Service

• Month-end close with review and adjusting entries

• Management reports and key performance metrics

• Budget vs. actual and period-over-period analysis

• Cash flow monitoring and cost-control recommendations

• Stronger internal processes and controls

• Regular check-ins to review your results and next steps

When you're ready to grow, you need someone looking ahead as well as back. Our Fractional CFO service gives you senior-level guidance on the decisions that shape your business, from pricing and product development to forecasting and long-term planning. It's the complete package: your books, your reporting, and your strategy, all handled by one team.

What's included:

• Everything in Fractional Controller Service

• Financial forecasting and cash flow projections

• Pricing strategy and profitability analysis by product or service

• Support for new product and service development

• Budgeting and annual financial planning

• Scenario modelling for major decisions (hiring, expansion, investment)

• Strategic advisory sessions and tax planning coordination

Not every business fits into a set package. You might need more than bookkeeping but not a full controller. You might need forecasting support for a single project, or help with a specific clean-up or system setup. We'll build a package around what you need, when you need it.

Examples of what we can tailor:

• Bookkeeping plus select reporting or advisory services

• Project-based work such as clean-ups, QuickBooks Online setup, or a chart of accounts redesign

• Forecasting or pricing support for a new launch

• Flexible engagement levels that scale as your business grows