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Services

Bookkeeping, payroll, catch-up and QuickBooks setup

Four things, and we do them well: monthly bookkeeping, payroll, catch-up work and QuickBooks setup. You hire what you need.

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Every month

Monthly Bookkeeping

Your books reconciled and closed every month in QuickBooks Online. Receipts come in as you go, through Dext.

What's included in monthly bookkeeping

  • Every transaction categorised and reconciled in QuickBooks Online
  • Bank and credit card accounts matched to statements
  • Receipts attached to each transaction, syncing over from Dext Prepare
  • Questions sent to you in Asana as they come up
Who it's for

Businesses that want to stop guessing between year-ends, and anyone whose accountant has ever asked what a deposit was for.

Read more about monthly bookkeeping →

Every pay run

Payroll

Pay runs, CRA source deductions, T4s and records of employment, handled on schedule through Wagepoint.

What's included in payroll

  • Pay runs processed through Wagepoint on schedule
  • CRA source deductions remitted on time
  • T4s prepared and filed at year-end
  • Records of employment issued when someone leaves
  • Vacation pay and statutory holiday calculations
Who it's for

Owners who pay employees and want Canadian payroll handled on schedule.

Read more about payroll →

A desk covered in receipts and loose papers beside an open laptop
One-time

Catch-Up Bookkeeping

Months or years behind? We sort, reconcile and get you current.

What's included in catch-up bookkeeping

  • Receipts, statements and whatever else you have, sorted
  • Every month reconciled back to the last clean point
  • Missed remittances identified and filed to comply with CRA
  • Your accountant handed a clean file instead of a mess
  • A monthly routine so the books stay current after that
Who it's for

Anyone who has been putting this off. There's no lecture.

Read more about catch-up bookkeeping →

One-time

QuickBooks Online Setup and Migration

Moving from other software or spreadsheets to QuickBooks Online, with your history intact.

What's included in quickbooks online setup and migration

  • A move to QuickBooks Online from whatever you use now, with your history brought across
  • Chart of accounts built for your business, not a template
  • Bank feeds connected and tested
  • Opening balances reconciled to your last filed year
  • Time to look through the new file before you switch over
  • A walkthrough so you can find what you need
Who it's for

Businesses outgrowing desktop software or spreadsheets, and anyone whose accountant has asked them to move.

Read more about quickbooks online setup and migration →

Advisory

Cash Flow Advisory and Fractional CFO support

We take you through 8 steps, from what you sell to what you owe, and end with a forecast you can plan from.

We work out what the business needs to earn so it can pay its bills and pay you.

See how advisory works
  • What we don't doYour accountant files those. Clean monthly books give them less to untangle, which usually means a faster, cheaper tax season. We work alongside them.
Questions

What people ask before they hire us

How much does monthly bookkeeping cost?

We don't post prices. The fee depends on the services you need, and two businesses with the same revenue can need very different work. We look at your transaction volume, your accounts and your payroll, then quote up front. Once you decide, there are no hidden costs.

You will receive a proposal detailing your monthly costs and a month-to-month contract to sign.

How much do advisory services cost?

The fee depends on how involved you want us to be, from a quarterly look at the numbers through to regular forecasting. You get the number in writing before you decide. Once you decide, there are no hidden costs.

You will receive a proposal detailing your monthly cost tailored to your advisory needs.

How often do you work on my books?

Continuously, not in one annual scramble. Receipts come in through Dext as you photograph them, and bank feeds are reconciled through the month.

The books are closed by the 15th of the following month.

That's the whole point of monthly. By the time a problem shows up in your numbers, it's weeks old rather than a year old.

How much does a clean-up cost?

It's quoted separately as a one-time piece of work, because it depends entirely on what we find.

What drives it: how many months or years you're behind, how many transactions are in that period, what state the records are in, and whether payroll or GST filings were missed along the way.

We look at the actual file before quoting. Nobody can give you an honest number for this over the phone without seeing it. The price comes in a written proposal. Once you decide, there are no hidden costs.

Being behind is fixable.

What software and systems do you use?

QuickBooks Online for the books. It's where your numbers live and you have access to them.

Dext Prepare for receipts. Photograph a receipt on your phone and it attaches itself to the transaction.

Wagepoint for payroll, so CRA remittances, T4s and records of employment (ROEs) happen on schedule.

Asana for workflow. Each client is a project in Asana. We add you to your project so we can send you a task whenever we need an answer from you. This is how you know exactly where we are with your books.

When are you open, and how long is the free first call?

Monday to Friday, 9 to 5 Mountain.

The free first call is 60 minutes.

Step one, on your own time

Build a first draft of your numbers before we speak

Glinda is the AI guide inside The Cashflow Canvas™. She walks you through your revenue, your costs and your pricing. It's free and takes about 20 minutes. You get a first draft to bring to your call, and we only use the answers you choose to share.

Start with Glinda

Not sure which one you need? Book a free call

Describe what's going on and we'll tell you. If we're not the right fit, we'll say so. The free first call is 60 minutes.

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