Star Clients

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Menon Dwarka | Executive Director of Arts Etobicoke

As the Executive Director of Arts Etobicoke, Menon has a tremendous amount of responsibility working to engage the Toronto area arts community. Balancing the books shouldn’t be a concern.

We love supporting clients like Menon because we value their contribution to our communities and want to give them as much time as we can to do what they do best.

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Mary Legakis Engel | The Management Coach

Mary has been hard at work with the rapid growth of her management coaching business. Having a finance background herself, finding the right fit was essential.

Mary invited us into her home so that she could share her experiences working with us.

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Dave Crozier | Crozier Mechanical

Long-time client and owner of Crozier Mechanical, Dave travelled all the way form Bowmanville to Etobicoke to share a few nice words about working
with us.

We are so very fortunate to be able to work with great people like Dave and
his team.

Star Power

It is the skill and dedication you bring to your business that has gotten you this far. It is the experience and vision of our people that will drive your business through to the prosperous future you deserve.

Look like we may be a great fit for the next phase of your development? We would love to hear from you.

Deep Dive

The Skills to Pay the Bills

With a wide breadth of experience, and deep affiliations with cutting-edge
software companies, we are able to do more for you than ever before.

Accounting applications have evolved to be better and more progressive
with the utmost reliability and flexibility to suit your needs.

Look like we may be a great fit for the next phase of your
business development? We would love to hear from you.

Learn More

Tried, Tested, and True

We leverage the best range of tools available to your advantage. Check out some of our affiliates below:

Here are some of the other software solutions we use to create a package to suit your business perfectly:

A Tailored Fit
Makes Everyone Look Good.

All of our support services are customizable to fit each individual business however you can see below for examples of some of our most popular packages.

Bookkeeping

Package Level Overview

  • Maintain incoming and outgoing financial connections, process transactions through Hubdoc or Receipt Bank, and update your general ledger
  • Reconcile credit card and bank statements up to 100 transactions per month
  • Reconcile accounts receivable and payable up to 50 transactions per month
  • Prepare HST return and monitor payments
  • Monitor corporate tax payments
  • Prepare monthly financial reports for internal review by the 25th of each following month
  • Perform semi-annual financial process health check
  • Prepare year-end financial statements and supporting documentation for accountant

Package Level Overview

  • Maintain incoming and outgoing financial connections, process transactions through Hubdoc or Receipt Bank, and update your general ledger
  • Reconcile credit card and bank statements up to 500 transactions per month
  • Reconcile accounts receivable and payable up to 200 transactions per month
  • Prepare HST return and monitor payments
  • Monitor corporate tax payments
  • Prepare monthly financial reports for internal review by the 15th of each following month; including a Spotlight financial dashboard
  • Perform semi-annual financial process health check
  • Prepare year-end financial statements and supporting documentation for accountant

Package Level Overview

  • Maintain incoming and outgoing financial connections, process transactions through Hubdoc or Receipt Bank, and update your general ledger
  • Reconcile credit card and bank statements up to 1000 transactions per month
  • Reconcile accounts receivable and payable up to 400 transactions per month
  • Prepare HST return and monitor payments
  • Monitor corporate tax payments
  • Prepare monthly financial reports for internal review by the 15th of each following month; including a Spotlight financial dashboard
  • Perform semi-annual financial process health check
  • Prepare year-end financial statements and supporting documentation for accountant

Package Level Overview

  • For very high growth, high volume clients
  • Includes the same services as the “Boost” package but with immediate support and extra reporting in high volume

Payroll

We can set up and maintain your payroll with direct deposit, automated ROE’s and T4’s included. Program fee is based on payroll frequency and number of employees.

Contact us for more information.

Reporting

From customized KPI reporting to long term cash flow projections, we can build and deliver reports that are going to make a difference in your organization.

Contact us for more information.

Full Service Info.

Your Next Step
Is On Us!

From good to great, or great to greatest, we’ll help to get you where you need to be.

We make it as streamlined and simple for you as possible. Book a free in-person or online consultation at a time that works for you and we’ll give you all of the information needed to get started and on your way to the bright future you envision for your business and your life.

Book a Consult
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