Our Services
Sometimes
Money Can
Be Confusing.
We keep it simple.
When you decide to begin managing your money and gain back your peace of mind, we will be in the passenger seat next to you. No successful journey starts alone, and we are here by your side for the trip. There are a multitude of tailored options to pick from that suit your business.
We encourage you to review Our Full Scope of Services and our process that we enjoy referring to as the "yellow brick road". Then reach out to us for an in-depth consultation on how we can help! Those redundant tasks and shoeboxes will be a thing of the past.
We promise you Abundance is Within Reach.
Let's Jump In & Get Started
01
Complete OnBoarding Setup
After your initial call with us, we'll send you a Services Agreement and an Action Plan outlining a timeline and what's needed to get started.
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No more shoebox receipts
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Time can be spent on the business
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Better life/work balance
Connect QBO Accounts
Setup of all cloud accounting & associated technology applications that are specific to your needs. This is the fun part when all the data comes together!
02
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Real-time bookkeeping
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All of your accounts in one place
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Efficiencies created saving time & money
Track Your Money
Your financial statements will be compiled, crunched, calculated and completed for you. You know where your money came in, where it went out and what you need to do moving forward.
03
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Clear overview of all finances
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Tax season is easy
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Peace of mind
Our Full Scope of Services
Accurate Financials
At the end of each monthly cycle, a set of financials will be provided to you on time, every time. The financials have been prepared diligently by your dedicated bookkeeper and are reviewed each month by our senior management.
You can feel confident knowing your financials are accurate and ready to review against sales targets and KPI's.
Click here for a sample of a bank reconciliation performed at the end of each month.
Streamlined Workflow Processes
Solutions based workflows and best practices are custom built for businesses and organizations like yours.
We pair cloud accounting and financial apps to integrate all data seamlessly. Our team are self-professed technology obsessed and follow a proven system that works.
Streamlined. Effective. Seamless.
Cash Flow Forecasts
Our Cash Flow Report provides an overview of:
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Cash in and cash out
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Debt obligations
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Scenario planning
It is segmented into:
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Operating Activities
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Investing Activities
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Financing Activities
Upon completion of the initial setup, this report can be offered on a recurring basis to track historical trends and predict future outcomes.
Budgets &
Year End Reports
Annual budgets are prepared utilizing prior fiscal year(s) data and comprehensive "Budget vs. Actual" Reports.
Each experienced bookkeeper is skilled with closing the books for year end preparation. We liaise with your CPA on filings specific to you and your business.
Tax Advisory & Filings
Our income tax team can help you navigate the increasing complexities of the tax landscape with personalized advice and guidance on all aspects of your tax affairs.
Come year-end, we will compile a tidy tax package that gives you a year-in-review snapshot of your business.
We file your taxes and yet another year of financial responsibilities has been taken care of for you.