Common questions.

We keep your books accurate, your filings on time and your financial picture clear. That includes monthly bookkeeping, bank and credit-card reconciliations, sales-tax and payroll remittances, tax planning, and forward-looking advisory when you need it.

Software handles data entry; bookkeeping turns that data into reliable records, reconciled accounts and useful reports. We clean up the back office, catch errors and make sure the numbers you base decisions on are trustworthy.

Yes. Many clients bring us in to complement their accountant at year-end, to handle monthly bookkeeping, or to prepare clean files before tax season. We coordinate directly with your professional team.

Most engagements are a fixed monthly fee based on transaction volume, payroll complexity and the level of advisory you need. You know the cost before the work begins, with no surprise hourly bills.

Setup is quoted separately only when there is a significant catch-up or clean-up required. Ongoing services run month-to-month because we believe the work should keep you, not a contract.

We review scope quarterly and adjust as your volume changes. Your fee scales with the work, not with a percentage of revenue.

We discuss your business, your current accounting setup, your pain points and your goals. After the call you receive a written scope and fixed monthly fee. If it feels right, we schedule onboarding.

A typical onboarding takes one to two weeks. We connect your bank and accounting software, reconcile the current period, document your chart of accounts and set up a reporting rhythm that fits your schedule.

Usually bank and credit-card statements, existing accounting-file access, payroll records and any outstanding government correspondence. We send a simple checklist and guide you through it.

Essentials clients receive a quarterly review call. Operating and Advisory clients meet monthly. Between calls we respond to email within one business day and use a shared workspace for documents and questions.

We use bank-grade encryption, role-based access and secure cloud accounting tools. We never store credentials in email and we follow Canadian privacy and anti-money-laundering guidelines.

Absolutely. While our office is in the GTA, we serve clients across Ontario and remotely throughout Canada. Meetings happen by video unless you prefer to meet in person.