Services
General Bookkeeping
Consulting and Advanced Reporting
Consulting and Advanced Reporting
- Organization and maintenance of digital filing systems.
- Data entry and reconciling accounts – we utilize automations wherever possible, so this is not entirely a manual process.
- Accounts Receivable services – invoicing, AR reports, following up with your customers to close outstanding accounts.
- Accounts Payable – processing vendor bills, AP reports, issuing approved vendor payments.
- Payroll, payroll tax (DAS) filings, WSIB, T4 and T4A filings.
- GST/HST filings.
- Preparation of internal financial statements and year ends.
Consulting and Advanced Reporting
Consulting and Advanced Reporting
Consulting and Advanced Reporting
- A collaborative deep dive to review your books and processes for synergistic results.
- Developing custom SOPs for managing your books and optimizing reporting procedures.
- Management Reports - tracking and reporting on projects, KPIs, and other internal insights.
- Budgeting and cash flow forecasts.
- Support and liaison for CRA communications and reviews.
- File cleanup and optimization – review and clean-up of internal lists – chart of accounts, products and services, etc.
- SOS Books Repair – broken books or tax centre? We can fix that!
Training
Consulting and Advanced Reporting
Training
- Support for employees onboarding to internal client bookkeeping positions.
- QBO training and custom SOP manuals for you and your staff.