Your bookkeeper is leaving.
Your books don't have to skip a month.
We take over the file, write down the routine that only existed in one person's head, and keep payroll, filings and month-end running on the same schedule.
Your bookkeeper is leaving.
Your books don't have to skip a month.
We take over the file, write down the routine that only existed in one person's head, and keep payroll, filings and month-end running on the same schedule.
Incorporated Canadian businesses losing the person who holds the books.
This page is for owners whose internal or contract bookkeeper is retiring, resigning or cutting back hours — and who cannot afford a gap in payroll, filings or reporting while that happens.
- You run an incorporated business in Ontario or elsewhere in Canada.
- One person currently holds the books, payroll and the supplier and bank relationships.
- Very little of the process is written down anywhere.
- Payroll, HST/GST and year-end cannot pause while the change happens.
We work with incorporated small and mid-sized businesses. This is not personal or consumer tax work.
Incorporated Canadian businesses losing the person who holds the books.
This page is for owners whose internal or contract bookkeeper is retiring, resigning or cutting back hours — and who cannot afford a gap in payroll, filings or reporting while that happens.
- You run an incorporated business in Ontario or elsewhere in Canada.
- One person currently holds the books, payroll and the supplier and bank relationships.
- Very little of the process is written down anywhere.
- Payroll, HST/GST and year-end cannot pause while the change happens.
We work with incorporated small and mid-sized businesses. This is not personal or consumer tax work.
A handover you can actually audit.
Five pieces of work, sequenced so nothing depends on the departing bookkeeper still being available next month.
File and access review
An inventory of the ledgers, bank and credit card access, payroll accounts, CRA portal access, software subscriptions and third-party logins — and who currently holds each one.
Documented handover
Working sessions with the outgoing bookkeeper while they are still available, turning their routine into written procedures you own.
Books and month-end
We take over transaction processing, reconciliations, AP and AR, and run the month-end close on a fixed calendar.
Payroll continuity
Payroll runs, source deductions, ROEs and year-end slips continue on the existing schedule without a break.
Reporting and year-end
Management reporting resumes, and corporate tax and year-end are coordinated with your existing accountant or handled by our tax team.
Not sure which of these you need?
That is what the consultation is for. Thirty minutes, no obligation.
Book a Consultation →A handover you can actually audit.
Five pieces of work, sequenced so nothing depends on the departing bookkeeper still being available next month.
File and access review
An inventory of the ledgers, bank and credit card access, payroll accounts, CRA portal access, software subscriptions and third-party logins — and who currently holds each one.
Documented handover
Working sessions with the outgoing bookkeeper while they are still available, turning their routine into written procedures you own.
Books and month-end
We take over transaction processing, reconciliations, AP and AR, and run the month-end close on a fixed calendar.
Payroll continuity
Payroll runs, source deductions, ROEs and year-end slips continue on the existing schedule without a break.
Reporting and year-end
Management reporting resumes, and corporate tax and year-end are coordinated with your existing accountant or handled by our tax team.
Not sure which of these you need?
That is what the consultation is for. Thirty minutes, no obligation.
Book a Consultation →Four steps from notice to steady state.
Start before the last day if you can. We can also pick this up after someone has already left.
Consultation
Thirty minutes. What the bookkeeper handles, which deadlines are fixed, and when they leave.
Transition plan
A written scope: the access list, the cut-over date, and who owns each task from day one.
Handover
Access moved under your control, with an overlap period alongside the outgoing bookkeeper where the timing allows.
Steady state
Recurring bookkeeping, payroll and reporting on a fixed monthly cycle.
Four steps from notice to steady state.
Start before the last day if you can. We can also pick this up after someone has already left.
Consultation
Thirty minutes. What the bookkeeper handles, which deadlines are fixed, and when they leave.
Transition plan
A written scope: the access list, the cut-over date, and who owns each task from day one.
Handover
Access moved under your control, with an overlap period alongside the outgoing bookkeeper where the timing allows.
Steady state
Recurring bookkeeping, payroll and reporting on a fixed monthly cycle.
One person leaving should not be an event.
The reason this happens at all is that the work sat with a single individual. Replacing them with another single individual reproduces the risk.
Continuity
The work is covered by a team, so vacation, illness and turnover do not stop your month-end.
Access control
Bank, payroll and CRA access stay in your business's name. We work under permissions you grant and can revoke.
One relationship
Bookkeeping, payroll, tax, CFO advisory and systems work sit in the same firm, so nothing falls between vendors.
One person leaving should not be an event.
The reason this happens at all is that the work sat with a single individual. Replacing them with another single individual reproduces the risk.
Continuity
The work is covered by a team, so vacation, illness and turnover do not stop your month-end.
Access control
Bank, payroll and CRA access stay in your business's name. We work under permissions you grant and can revoke.
One relationship
Bookkeeping, payroll, tax, CFO advisory and systems work sit in the same firm, so nothing falls between vendors.
Before you book.
Our bookkeeper is already gone. Is it too late?
No. We start with the access and file review, establish where the books actually stand, and take over from there.
Do we have to change accounting software?
No. We work in the system you already use. If a change would be worthwhile we will say so, but that is a separate conversation, not a condition of the handover.
Who keeps control of our records?
You do. Bank, payroll and CRA accounts remain in your business's name, and access we are given can be withdrawn at any time.
Before you book.
Our bookkeeper is already gone. Is it too late?
No. We start with the access and file review, establish where the books actually stand, and take over from there.
Do we have to change accounting software?
No. We work in the system you already use. If a change would be worthwhile we will say so, but that is a separate conversation, not a condition of the handover.
Who keeps control of our records?
You do. Bank, payroll and CRA accounts remain in your business's name, and access we are given can be withdrawn at any time.
Book a consultation before the last day.
Thirty minutes to map what your bookkeeper handles and what a clean handover would involve.
Book a consultation before the last day.
Thirty minutes to map what your bookkeeper handles and what a clean handover would involve.