A finance function,
without building one in-house.
More than data entry and less than a full internal team: bookkeeping, payroll coordination, management reporting, tax coordination and CFO-level input in a single monthly engagement.
A finance function,
without building one in-house.
More than data entry and less than a full internal team: bookkeeping, payroll coordination, management reporting, tax coordination and CFO-level input in a single monthly engagement.
Incorporated Canadian businesses between a bookkeeper and a finance team.
There is an awkward stage where transaction processing is handled but nobody is producing the reporting, the cash planning or the analysis — and the volume does not yet justify a controller or a CFO on payroll.
- You run an incorporated business in Canada.
- Bookkeeping happens, but management reporting does not.
- Volume does not justify a full-time controller or CFO salary.
- The owner is still the person assembling numbers for decisions, lenders or the board.
We work with incorporated small and mid-sized businesses. This is not personal or consumer tax work.
Incorporated Canadian businesses between a bookkeeper and a finance team.
There is an awkward stage where transaction processing is handled but nobody is producing the reporting, the cash planning or the analysis — and the volume does not yet justify a controller or a CFO on payroll.
- You run an incorporated business in Canada.
- Bookkeeping happens, but management reporting does not.
- Volume does not justify a full-time controller or CFO salary.
- The owner is still the person assembling numbers for decisions, lenders or the board.
We work with incorporated small and mid-sized businesses. This is not personal or consumer tax work.
One engagement, layered by seniority.
You are not paying advisory rates for data entry, or bookkeeping rates for judgement. Each part of the work sits at the level it belongs.
Bookkeeping and month-end close
Transaction processing, reconciliations, AP and AR, and a monthly close run to a fixed calendar.
Payroll coordination
Payroll cycles, source deductions and year-end slips, coordinated with your existing payroll provider or run through ours.
Management reporting
A monthly pack: profit and loss, balance sheet, cash position, and the operating measures that matter in your business.
Tax coordination
Corporate tax, HST/GST and year-end coordinated with your existing accountant, or handled directly by our tax team.
CFO advisory
Budgeting, cash flow planning, pricing and margin review, and support for lender, investor and board conversations, at the level you need it.
Not sure which of these you need?
That is what the consultation is for. Thirty minutes, no obligation.
Book a Consultation →One engagement, layered by seniority.
You are not paying advisory rates for data entry, or bookkeeping rates for judgement. Each part of the work sits at the level it belongs.
Bookkeeping and month-end close
Transaction processing, reconciliations, AP and AR, and a monthly close run to a fixed calendar.
Payroll coordination
Payroll cycles, source deductions and year-end slips, coordinated with your existing payroll provider or run through ours.
Management reporting
A monthly pack: profit and loss, balance sheet, cash position, and the operating measures that matter in your business.
Tax coordination
Corporate tax, HST/GST and year-end coordinated with your existing accountant, or handled directly by our tax team.
CFO advisory
Budgeting, cash flow planning, pricing and margin review, and support for lender, investor and board conversations, at the level you need it.
Not sure which of these you need?
That is what the consultation is for. Thirty minutes, no obligation.
Book a Consultation →Four steps to a monthly rhythm.
The service level is set at the start and reviewed as the business changes.
Consultation
Thirty minutes. What exists today, what is missing, and what decisions the reporting has to support.
Scope and service level
A written scope: what we do, what stays with you, the monthly calendar, and the reporting pack.
Onboarding and first close
Access, systems and opening position established, then the first month closed under the new process.
Monthly cycle
Monthly close and reporting, with a periodic review of the numbers with you rather than just a file drop.
Four steps to a monthly rhythm.
The service level is set at the start and reviewed as the business changes.
Consultation
Thirty minutes. What exists today, what is missing, and what decisions the reporting has to support.
Scope and service level
A written scope: what we do, what stays with you, the monthly calendar, and the reporting pack.
Onboarding and first close
Access, systems and opening position established, then the first month closed under the new process.
Monthly cycle
Monthly close and reporting, with a periodic review of the numbers with you rather than just a file drop.
Defined scope, on both sides.
The failure mode of outsourced finance is an undefined boundary. So the boundary is written down before the first month.
Written scope
What we do, what stays with you, and the monthly calendar, agreed before we start rather than negotiated mid-close.
Layered team
Bookkeeping, payroll, tax and advisory are handled by the right level of person, not all by one person at one rate.
Scales both directions
The service level moves with the business. You are not carrying fixed headcount through a slow quarter.
Defined scope, on both sides.
The failure mode of outsourced finance is an undefined boundary. So the boundary is written down before the first month.
Written scope
What we do, what stays with you, and the monthly calendar, agreed before we start rather than negotiated mid-close.
Layered team
Bookkeeping, payroll, tax and advisory are handled by the right level of person, not all by one person at one rate.
Scales both directions
The service level moves with the business. You are not carrying fixed headcount through a slow quarter.
Before you book.
Do we lose visibility into our own numbers?
No. Accounts and systems stay in your business's name and you keep full access. The reporting pack is designed to be read by you, not filed by us.
Can we keep our existing accountant for year-end?
Yes. Many clients do. We coordinate with them, or handle year-end in-house if you would rather consolidate it.
Does this replace our bookkeeper?
Not necessarily. We often work alongside internal staff, taking the close, reporting and advisory layers while they continue day-to-day processing.
Before you book.
Do we lose visibility into our own numbers?
No. Accounts and systems stay in your business's name and you keep full access. The reporting pack is designed to be read by you, not filed by us.
Can we keep our existing accountant for year-end?
Yes. Many clients do. We coordinate with them, or handle year-end in-house if you would rather consolidate it.
Does this replace our bookkeeper?
Not necessarily. We often work alongside internal staff, taking the close, reporting and advisory layers while they continue day-to-day processing.
Scope it in thirty minutes.
A consultation on what your finance function has to produce, and what level of support that actually requires.
Scope it in thirty minutes.
A consultation on what your finance function has to produce, and what level of support that actually requires.