Engagements are scoped in a single conversation and quoted as a fixed monthly fee. Most clients begin with bookkeeping and add advisory as the business grows.
We take ownership of your day-to-day ledger so your numbers are always decision-ready. Transactions are categorized weekly, accounts reconciled monthly, and a plain-language summary lands in your inbox with every close.
Behind books are the single most common reason owners avoid their finances. We reconstruct prior periods from source documents, correct misclassifications, and hand back an audit-ready history without judgement.
Payroll is where small errors compound fastest. We run cycles, manage source deductions and remittances, and keep your filings current so notices never arrive unexpectedly.
We migrate and configure your accounting platform, connect the tools you already use, and document the workflow so your team knows exactly where everything lives.
We model your tax position quarterly, flag instalment requirements early, and coordinate directly with your CPA or tax preparer so nothing is discovered at the deadline.
For businesses at an inflection point — a hire, a location, a lender, a buyer. We build the forecast, pressure-test the assumptions, and sit with you through the decision.
Pricing depends on transaction volume, entity count and payroll size. Every quote is fixed for twelve months.
A thirty-minute call to understand the business and the mess, if there is one.
A written scope and a fixed monthly fee, usually within two business days.
We take over the file, clean up what needs it, and document the workflow.
Close by the tenth, a plain-language package, and a call when it matters.
