We look after the books, reports and grant claims for owner-run businesses and small nonprofits across Canada, without a finance person on staff. Your books closed by the 10th, every account reconciled, and a monthly report you can act on.
Most small businesses come to us at one of these moments. All of our work is in QuickBooks Online, so we work with clients anywhere in Canada, remotely, from our base in Toronto.
Working days after month end, on QuickBooks Online.
Bank and card transactions categorised and matched. Missing receipts requested in one email, not ten.
Every bank, card and loan account reconciled to its statement. Payables and receivables checked.
Month closed. Budget against actual, with a plain-language note on anything that moved more than you expected.
Board or owner pack sent: results, cash on hand, a three-month cash forecast and restricted funds.
We run an AI-focused practice inside QuickBooks Online, so routine work like categorising transactions and drafting reconciliations is fast and consistent. Nothing is posted or sent until a qualified accountant has reviewed it and signed it off.
Your data stays in your QuickBooks file. It is not used to train AI models, and every report you receive has been read by a person before it reaches you.
Confidential, no preparation needed and no obligation.