Flexible Service Options

Services Built for Busy Small Businesses

Choose the support you need—monthly bookkeeping, invoicing, bill tracking, sales tax organization, and reporting. Everything is designed to keep your books accurate and your workflow simple.

Professional Support Tailored to Your Needs

Pick the services you need today, then adjust as your business changes. Many clients start with one area and expand once everything is running smoothly.

Monthly Bookkeeping & Reconciliation

Keep your books accurate and current with consistent monthly bookkeeping that you can count on.

  • Transaction categorization and cleanup
  • Bank and credit card reconciliation
  • Month-end close and organized records
Get Started →

Invoicing & Accounts Receivable

Stay on top of invoicing, payments, and outstanding balances so nothing falls through the cracks.

  • Invoice preparation and sending
  • Payment tracking and recording
  • A/R summaries and follow-up support
Ask About A/R →

Bill Organization & A/P Tracking

Know what's due and what's already been handled—without the last-minute scramble.

  • Bill entry and organization
  • Vendor tracking and due dates
  • Reminders or scheduling support
Get Organized →

Sales Tax Tracking (GST/HST/PST)

Organized sales tax records and summaries so you're always ready for filing deadlines.

  • Sales tax tracking on sales and expenses
  • Reporting summaries for filing
  • Clean documentation for tax professionals
Ask About Tax →

Monthly Reports & Summaries

Clear reporting to help you understand where your business stands and make better decisions.

  • Profit & loss and balance sheet snapshots
  • Basic cash flow summaries
  • Plain-language notes on key changes
Get Reports →

Cleanup & Catch-Up Bookkeeping

Behind on bookkeeping? We'll help you get current and set up a sustainable routine.

  • Fix uncategorized or duplicated transactions
  • Reconcile past months and quarters
  • Establish a sustainable monthly routine
Ask About Cleanup →

Ready to Get Your Books Organized?

Let's talk about what you need. We'll recommend a simple setup that fits your workflow—no cookie-cutter packages, just the right support for your business.