Beyond Balancing Books:

Financial Insights, a must for your Business Success!

Bookkeeping Services

Your business deserves a bookkeeping firm who really gets you – someone you can trust.  We’re here to do more than just your bookkeeper and just looking at your past numbers; we want to help shape your future. Think of us as someone who takes the time to really understand your goals and challenges.

We know every small business is unique, and so we’re all about creating a service that’s just right for you and your business. Let’s work together to make your business goals a reality.

Watch more videos to learn:
Why bookkeeping is must for your business?
How bookkeeping works?


Bookkeeping Services

Reconciliations are key to reliable bookkeeping, ensuring accuracy in your records. Lacking regular reconciliations could lead to decisions based on incorrect financial data.


It's crucial to reconcile payroll regularly to match the wages and taxes reported by your payroll company with those on your business tax return. Discrepancies can prompt IRS audits, so accurate reconciliation is essential for compliance and peace of mind.

Bank & Credit Card

Regular bank and credit card reconciliations are essential for accurate bookkeeping. Lack of reconciliation or delays in reconciliation can result in business decisions based on incorrect information, potentially causing cash flow issues. These reconciliations also help identify and correct any entry errors, uncover fraudulent charges (rare cases but it happens), a fundamental internal control in bookkeeping like balancing your personal cheque book, but at a larger scale.


Proper loan reconciliation is vital to correctly record each payment's principal and interest components. Avoid the common mistake of applying the entire payment to the principal without accounting for interest expense, which can lead to overstated income and unnecessary tax payments.

Preparation of Financial Information

Bookkeeping Services

In our bookkeeping package, we include essential financial information like the Balance Sheet and Profit & Loss (P&L), trend analysis, comparison of current year vs last year performance, along with necessary year-end adjustments to ensure your statements are ready for tax filing.

Timely Financial Insights

Monthly financial information includes financial analysis and trend analysis. With this information, we help you identify and address problems early or seize new opportunities. With this, you get the clear insights you need to keep your business moving in the right direction.

Catch-up Bookkeeping & Income Tax Filing

If you're looking to begin with our services but feel held back by overdue bookkeeping and taxes, fear not. We're here to efficiently bring your records up to date, regardless of how behind you are, and we'll implement a system to keep you consistently on track from here on out.

Our Small Business Bookkeeping Process


Our first step is a meeting to understand your specific bookkeeping requirements, your aspirations and expectations. We'll assess your internal capabilities, pinpoint key factors driving your business, current challenges and explore various ways in which we can assist you.

II. Review

After we get access to your QuickBooks Online account, we will carefully analyze your financial transactions flow, recording and reporting demands, and the current state of your financial records.  This ensures our services are perfectly suited to your specific needs.

III. Customize

We adapt our services specifically to meet your needs, ensuring you receive accurate, up-to-date financial information. This personalized setup is crafted to enhance your decision-making with valuable insights tailored to your business.

IV. Optimize

We work hand-in-hand with you to create a system that ensures a smooth and efficient flow of financial information. By improving your chart of accounts, customizing reporting timelines, and integrating advanced processes or technologies, we aim to deliver reliable financial insights that empower your decision-making.

V. Launch

Get ready to experience complete transparency in your business finances, coupled with insightful data that paves the way for future growth and success.