Frequently Asked Questions

We provide comprehensive financial services for individuals and businesses, including bookkeeping, financial statement preparation, payroll services, accounts payable and receivable management, GST/HST filing, personal and corporate tax support, budgeting and cash flow forecasting, QuickBooks setup and cleanup, and Controller and Virtual CFO services. Whether you're a start-up, contractor, real estate investor, or established business, we tailor our services to meet your needs.

We work with businesses across a wide range of industries, including construction, real estate and property management, professional services, healthcare, retail, hospitality, non-profit organizations, consultants, e-commerce businesses, and small and medium-sized enterprises. We also provide services for individuals who require personal tax preparation or financial guidance.

Yes. Even small businesses benefit from accurate books — they're required for tax filing, help you understand profitability, and make it much easier to secure financing or plan for growth as you scale.

Yes. We regularly collaborate with external accountants and tax preparers, providing clean, organized books and year-end packages that make their work faster and more accurate.

Yes. We handle all client information in accordance with Canadian privacy law (PIPEDA) and use secure, encrypted tools for file sharing and communication. See our Privacy Policy for full details.

We combine accurate, timely bookkeeping with strategic financial guidance — from day-to-day transaction categorization to Virtual CFO-level insight — so you get more than a bookkeeper. You get a financial partner invested in helping your business grow.

Our pricing depends on the size and complexity of your business. We offer fixed monthly packages for ongoing bookkeeping and accounting, fixed project pricing for one-time services such as bookkeeping cleanup or QuickBooks setup, and hourly consulting for advisory, training, and special projects. After your complimentary consultation, we'll provide a transparent, customized quote with no hidden fees.

Getting started is simple: complete our online inquiry form, schedule a complimentary 15-minute discovery consultation, and we'll review your current financial situation and discuss your goals. You'll receive a customized service proposal and pricing, and once approved, we'll handle onboarding and begin managing your financial needs — so you can focus on running your business while we take care of the numbers.

Yes. We work with clients across Canada using secure, cloud-based tools for document sharing, bookkeeping, and video consultations, in addition to serving clients in person at our Ottawa office.

Absolutely. Our catch-up and cleanup bookkeeping service is designed specifically for businesses that are behind — whether by a few months or several years — and need accurate books before filing taxes or applying for financing.

We primarily work with QuickBooks Online, QuickBooks Desktop, Sage, Xero, Wave, and Microsoft Excel, along with experience supporting Yardi and SAP for larger clients. If you're using another accounting system, we'll assess whether we can support it or help you migrate to a platform that best suits your business.

Most clients receive monthly financial reports as part of their bookkeeping package. We can adjust reporting frequency — weekly, monthly, or quarterly — based on your business needs.

Yes. We prepare clean year-end financial statements and coordinate directly with your tax preparer or corporate tax specialist for a smooth, accurate filing.

Yes. Our CRA Audit & Compliance Support service helps you respond to CRA requests, prepare documentation, and manage the process with confidence.

Yes. All of our payroll packages include direct deposit and distribution of electronic pay stubs, along with time sheet tracking, ROEs and T4s, employee onboarding, and employee file maintenance.