Our Services
Monthly Bookkeeping
Our core service provides a complete, hands-off solution for your daily financial record-keeping. We ensure your books are always accurate, up-to-date, and compliant, giving you peace of mind.
What's Included?
- Bank & Credit Card Reconciliation
- Accounts Payable & Receivable
- Detailed Expense Categorization
- Revenue & Deposit Reconciliation
- Sales Tax Recording and Filing
- Key Financial Statements
Why It's Essential
- Save Time: Free up hours to focus on your core business.
- Gain Clarity: Make informed decisions with accurate data.
- Stay Compliant: Be tax-ready and meet all regulations.
- Peace of Mind: Trust your finances are managed by a pro.
Growth
- Up to 150 Transactions
- 4 Bank/CC Accounts
- Bi-Weekly Reports
- Priority Support
- A/P & A/R Management
Scale
- Up to 300 Transactions
- Unlimited Accounts
- Weekly Reports
- Dedicated Account Manager
- Cash Flow Forecasting
Need a plan tailored to your specific needs? Request a Custom Quote
Payroll Management
Ensure your team is paid accurately and on time, every time. We manage all aspects of payroll, from processing to tax filings, to keep you compliant and your employees happy.
What's Included?
- Full Payroll Processing
- Direct Deposit Setup
- Federal and State Payroll Tax Filing
- Year-End T4/W-2 Preparation
- New Hire Reporting
- Garnishments & Deductions
Why It's Essential
- Ensure Accuracy: Avoid costly errors in pay and taxes.
- Maintain Compliance: Stay up-to-date with regulations.
- Boost Morale: Happy employees are paid correctly.
- Increase Efficiency: Outsource a complex admin task.
Basic Payroll
- 1-5 Employees
- Direct Deposit
- Payroll Tax Filings
- Employee Self-Service
Full-Service
- Up to 15 Employees
- Everything in Basic
- Time Tracking Integration
- Benefits Administration
HR Pro
- 15+ Employees
- Everything in Full-Service
- HR Support Center
- New Hire Onboarding
Need a larger plan or specific HR support? Request a Custom Quote
Tax Preparation & Support
Tax season doesn't have to be stressful. We organize your financials year-round, ensuring your books are tax-ready for a seamless and efficient filing process with your CPA.
What's Included?
- Year-Round Tax-Ready Books
- Coordination with Your CPA
- Estimated Tax Payment Calculations
- Sales, Use, and HST/GST Filing
- Maximizing Deductions
- Preparation of 1099s
Why It's Essential
- Reduce Stress: Be prepared well before deadlines.
- Maximize Deductions: Record every eligible expense.
- Improve Accuracy: Provide clean records to your CPA.
- Save Money: Reduce the hours your CPA spends on your file.
Compliance
- Everything in Advisory
- Sales Tax Filing
- 1099 Preparation
- Estimated Tax Calculation
Full Tax
- Everything in Compliance
- Business Tax Filing
- Personal Tax Filing
- Year-Round Strategy
Have complex tax needs? We can help. Request a Custom Quote
QuickBooks Online Services
Whether you're new to QuickBooks Online or need to rescue messy books, we provide expert services to build a solid financial foundation for your business.
What's Included?
- Custom QBO Setup
- Historical Book Cleanup
- Catch-Up Bookkeeping
- Data Migration
- App Integration (Stripe, etc.)
- One-on-One QBO Training
Why It's Essential
- Start Right: Ensure correct setup from day one.
- Fix Past Mistakes: Clean up messy books for a fresh start.
- Become Self-Sufficient: Learn to manage your own books.
- Streamline Operations: Integrate tools for seamless data flow.
QBO Setup
- Chart of Accounts
- Bank Feed Connection
- Invoice Customization
- Basic App Integration
Cleanup
- Up to 12 Months Cleanup
- Reconcile All Accounts
- Correct Mis-categorizations
- Provide Diagnostic Report
Training
- One-on-One Sessions
- Customized to Your Needs
- Workflow Optimization
- Screen-Sharing Call
Dealing with a complex cleanup or setup? Request a Custom Quote