This package goes far beyond basic bookkeeping, offering comprehensive financial management services to support your business. We provide in-depth analysis, forecasting, and customized reports tailored to give you, the CEO, actionable insights. Your financial records will be fully prepared organized, and ready for seamless submission to your CPA at year-end.

Our bookkeeping and financial services include:

• Full-cycle bookkeeping and account reconciliation

• Accounts receivable & Accounts payable

• Project tracking, budgeting, and forecasting

• Payroll processing for your team

• Tax filing and payments, including payroll and sales tax (source deductions, GST, and PST)

• Creation of customized financial reports for your unique needs

Our goal is to not only manage your books meticulously, but also help you understand the numbers and implications within your financial statements. We’ll guide you in making informed, strategic financial decisions to drive growth and scale your business effectively.

Monthly Subscription | Fixed Catch-Up Package | Available for both US & Canadian companies | Get started

Let’s Talk!

These one-on-one sessions are your space to brainstorm, bounce ideas around, work through challenges, and strategize for your next phase of growth. Think of it as business talk therapy—an investment in the health and success of both you as a CEO and your business.

Each session is designed to provide clarity, focus, and actionable steps, ensuring you leave with the ability to move forward confidently and effectively.

90 mins | Book a session