Our Services
Tailored financial management — from day-to-day bookkeeping to strategic insights.
Managing Family-Managed Home Care (FMHC)? We offer specialized support — learn more.
Bookkeeping & Payroll
- Monthly bank & credit card reconciliation
- Payroll processing & source deduction remittances
- T4 and T4A year-end preparation
- CRA payroll filings & remittance tracking
- Accounts payable & receivable tracking
- Organized digital recordkeeping for audit readiness
Financial Reporting
- Monthly financial statements (P&L and balance sheet)
- Budget vs. actual tracking for funding programs
- Cash flow tracking and reporting
- Year-end bookkeeping preparation for tax filing
- Clear monthly summary reports for decision-making
Risk & Compliance
- Review of payroll & bookkeeping processes for consistency
- Identification of documentation gaps for funded programs
- Basic internal control recommendations
- Organized documentation for funding reviews
- Ongoing attention to CRA compliance deadlines
Analytics & Insights
- Monthly trend and variance explanations
- Expense category analysis
- Simple KPI tracking (customized to your needs)
- Quarterly financial check-in summary
- Identification of unusual transactions or variances
Setup & Consulting
- QuickBooks or Xero setup and cleanup
- Chart of accounts design for funding requirements
- Payroll system setup
- Basic workflow organization
- One-on-one walkthrough sessions
Transparent Pricing
Every client is different. We provide clear, upfront quotes based on the scope of work. No hidden fees, no surprises. Most FMHC services are typically covered within your funding allocation.
Request a QuoteReady to Streamline Your Finances?
Let us handle the numbers so you can focus on what you do best.
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