Accounting and taxes utilizing the latest cloud technologies
We take care of all software and systems so you do not have to learn anything new in order to transition to the cloud, well unless you love the cloud
How we do it
Our onboarding process
We assign you a dedicated account manager. First, the manager will request the required information and complete the Knowledge of Client’s Business form on our CRM system. Then, the manager will prepare the necessary authorizations. And then the manager will determine the monthly and quarterly filing and compliance needs for your business. At first, this process may look bit daunting but rest assured this is only one time pain and will free up a lot of your time so you can run your business smoothly knowing that your accounting and taxes are taken care of.
During the year
Account manager will review your books on monthly or quarterly basis as per your instructions and will contact you if there are any actions required on your part or if any information is missing. On the other hand you can contact us anytime if you have any questions about accounting or taxes or need any advice related to business. You can call us or text us but we find that email is the most reliable form of business communication. You can also reach us through Chat button on our website. We promise to respond to you promply withing 24 hours.
End of fiscal year
At the end of fiscal year we reconcile all the information recorded during the year. We verify the bank balances, credit card balances and loan balances. We test the accounts receivable and accounts payable. Further, we reconcile GST, PST, EHT, Payroll deductions, WSIB and other liabilities. Then we prepare the draft financial statements for discussion and review. Once finalized we prepare the year end package which includes financial statements and tax returns.
Are you thinking, what is the benefit for me?
Peace of mind
We are here when you need a hand
Your dedicated account manager is a call away whenever you have any question related to accounting or taxes. We are here to take the stress of admin, jargon, paperwork, receipts and taxes so that you can focus on your business and live a happy and relaxed life.
Organized and efficient
High quality and relevant information
We respond to your message within 24 hours, guaranteed
Ditch the tax season stress
Why small business owners choose us
Perfectly categorized and reconciled transactions come standard
Business financials are always quality controlled and peer-reviewed
We always respond to messages or calls in one business day or less
Discover essential business insights in seconds
Real-time cash flow tracking
The dashboard lets you track every transaction, account, and trend in real-time, in one place—no app-hopping required.
Crystal clear financial statements and reports
See what your money is up to. Your income statement, balance sheet, and visual reports provide the data you need to grow your business.
Detailed expense tracking
Manage your spending like a pro. Tag transactions with labels like products, clients, location, or sales channel to see exactly how your business is performing.
“On behalf of Frank and I, we are happy with your services and level of professionalism, thanks for all the advice and would like to say to you and your staff keep on doing a great job!”
VP of Operations
Get easy access to powerful financial reporting and bookkeeping software
Forget about spending hours learning new software. Our platform makes it super simple to view your financials, update information, or to check in with your team.
- Access the platform via desktop or iPhone—we go where you go
- Quickly answer categorization requests from your team
- Contact your team with our simple messaging feature
- Have total peace of mind with bank-grade security