Record Management

Record Management Package:            

Ideal for sole proprietors who need support in keeping proper financial records that are fundamental to completing their personal tax returns (T1 & T2125 returns) at year end.

• Frequency: Weekly (5 hours)
• Services: Recording of Revenue & Expenses  
• Reporting: Income Statement Analysis, Cashflow Monitoring
• Support: Weekly Check-ins

If there is further support needed but not highlighted, we will customize this package to meet your specific needs. 

Bookkeeping & Accounting Package:            

Designed for businesses in need of outsourced bookkeeping and accounting services, offering full-cycle accounting, government filings, and fixed asset management. 

• Frequency: 3 Times Per Week (10-15 hours)
• Services: AR Management | AP Management | Adjusting & Recurring Journal Entries    Prepaids, Fixed Asset Depreciation, Amortization | HST/GST Reconciliation | Bank Reconciliation | Government Filings 
• Reporting: Monthly Management Reporting, Year-end Working Papers
• Support: Monthly Performance Review Meeting | On-site Visit

Bookkeeping Plus Package: 

Includes everything in the Bookkeeping Package, PLUS Payroll Administration

If there is further support needed but not highlighted, we will customize this package to meet your specific needs. 

Fractional Controllership Package: 

Designed for businesses with a core accounting team seeking elevated support through team management and oversight, robust internal controls, financial planning and analysis, and streamlined payroll management. 

• Frequency: 3 Times Per Week (15-20 hours)
• Services: Oversight of  Accounting Team | Financial Reporting | Yearend Working Papers   Management of Government Filings | Cashflow Management | Budgeting & Forecasting | Internal Controls | Systems Administration | Payroll Administration 
• Support: Weekly Team Meeting | Monthly Performance Review Meeting | Onsite Visit

If there is further support needed but not highlighted, we will customize this package to meet your specific needs. 

Business Process Review

Business growth requires the continuous evaluation of your internal structure and duty segregation, procedures, and processes to operate efficiently and remain aligned with your business goals. We will complete a comprehensive review of existing processes and redesign these processes with a focus on:

• Streamlining workflows through innovation to enhance efficiency and employee morale
• Maximizing resource utilization to boost productivity and increase output
• Reducing waste, lowering costs, and adding measurable value

ERP System Implementation

Process reviews generally require some element of automation, documentation and training. We will work closely with your software provider to:

• Initiate Implementation Planning
• Coordinate Software Implementation Activities
• Undertake Data Migration & Validation Procedures

Additionally, we will :

• Host User Training Sessions
• Provide Post-Implementation Support
• Prepare internal "How To" Documentation To Guide System Users.

Schedule a consultation call with us to discuss the scope of your needs.