Bookkeeping and Financial Services
Record management, government reporting, training
Strategic decision-making starts with accurate financial data
We’ll help your organization optimize financial record-keeping using a preferred technology stack that includes cloud-based platforms, automations and artificial intelligence. The goal is to help you reduce administrative burden and provide timely, reliable access to quality financial information.
We deliver full-service bookkeeping solutions
We actively manage your company’s financial records and prepare financial statements. That includes processing receivables and bank deposits, payables and cheques, along with payroll and benefits.
We handle government reporting including:
Accurate Month-End Reporting
At month-ends, we reconcile bank, loan, investment, payroll and other balance sheet accounts, and review our work before issuing financial statements to your team.
Year-End Ready Support
At year-end, we prepare documentation for audit or for your income tax preparer, and work with your accountant as needed to close the year.
Smarter Management Insights
We can also help you with management reporting by updating the year-to-date actuals in your budget and cash flow spreadsheets.
Accounting and financial management support
We can provide ongoing support for you and your staff on a monthly or ad hoc basis.
Our senior team members can help with:
We can also work with your team to develop operating and project budgets, along with cash flow planning.
Training for charity and non-profit organizations
We provide core skills training—both one-on-one coaching and group instruction—in areas ranging from financial statement literacy and Excel functions to managing HST in the charitable sector.
Our integrative instruction is designed to empower your team members to apply skills in a management setting around tasks such as financial report development. Importantly, we can deliver training and organizational development services through grants (e.g. Compass), where we undertake accounting and data systems reviews and ‘tune-ups,’ complemented by staff training.
