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How We Can Help

Let us help you keep your business running smoothly and see the maximum return. We will process and analyze your financial data and equip you with meaningful information to help you make informed decisions to grow and scale your business. 

Virtual Bookkeeping Solutions
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Software We Use
Knowledgeable, Trustworthy, Reliable.

We will process your invoices and receipts, perform bank account and credit card reconciliations, and delivery of monthly financial reporting to help you make informed business decisions.

Full Cycle Bookkeeping
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We will ensure accurate and timely payroll processing, and help you with monthly and annual remittances.

Payroll Processing

For new clients, we can take care of months or even years of backlogged transactions, and get your books up to date.

Historical Clean-Ups

We will execute timely processing of your vendor invoices and receipts. We will manage and execute your monthly invoicing and follow-up on overdue invoices.

Accounts Payable & Receivable

We will work with you to complete these essential financial planning tasks to create a plan for your company's income and expenditures over each fiscal year; based on historical data, analysis of trends, and your plans to grow your business.

Budgeting & Forecasting

For our Canadian clients, we will prepare and file your annual or quarterly GST/HST remittances, ensuring that you remain compliant with CRA.

Annual or Quarterly Sales Tax Filing
  • Monthly bookkeeping services

  • Expense tracking and categorization

  • Bank and credit card reconciliations

  • Sales tax tracking

  • Monthly financial reporting

Financial Foundations

Starter Package
  • All features of the Starter Package

  • Invoicing and accounts receivable management

  • Accounts payable management

  • Sales tax filings

  • Quarterly financial review and consultation

Business Builder

Entrepreneur Package
  • All features of the Entrepreneur Package

  • Customized budgeting and forecasting

  • Payroll processing and compliance

  • Monthly financial review and consultation

  • Year-end financial reporting

Financial Navigator

Pro Package
  • A personalized plan based on client needs

  • Mix and match services from the above packages

  • Flexible pricing based on the complexity of requirements

  • Ideal for businesses with unique financial needs

Tailored Triumph

Customized Package | Most Requested

Service Plan Options

Each package is designed to cater to different business sizes and financial complexities. Our customization option allows you to find a tailored solution that aligns perfectly with your bookkeeping and financial management needs.

  • Are you insured?
    Yes we are.
  • How much does your services cost?
    It's not what you want to hear but… depends. No two businesses are the same and the time commitment and level of support you need will be reflected in the price. We will be able to provide a specific price after a discovery call. Schedule a free consultation today to start the process.
  • Who's your ideal customer?
    We work with service based businesses. Clients generating over $100K in sales tend to value our services more than those who do not. More importantly, if you want to grow your business and believe in having a solid financial foundation, we’d love to work with you.
  • Will you come to my office in person?
    No, we work exclusively online. If you've never had a 100% virtual bookkeeper before we will be happy to hold your hand through the process until you get comfortable.
  • Will you pay the subscription for my accounting software?
    Yes we will and build it into your monthly retainer. We also offer a subscription to DEXT; a receipt management tool. We will let you know if there is any other software (e.g. payroll or time tracking) you'll need to pay for before we start working together.
  • How fast can you start work on my account?
    If we have all the information and access we need, we can start working with you the same week the contract is signed.
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Let's Connect!

Reach Out Today
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