EXPLORE OUR SERVICES

Solutions Tailored to Your Needs

GROW

Bookkeeping made simple

Cloud-based bookkeeping with CFO insights. Tailored for small businesses ready to streamline their financials.

FEATURES
Accounting – Monthly Bookkeeping

We will manage your bookkeeping to ensure all financial information is up-to-date and organized, providing you with a clear understanding of your business’s financial health.

Essential Financial Insights

Gain clarity on your financial performance with key financial reports and oversight to support your growth.

Cloud Accounting Software

Included in your pricing, this monthly subscription provides access to a suite of online tools to maximize workflow efficiency and serve as your primary accounting system.

Sales Tax Preparation Filing and Support

We assist you in efficiently filing your annual GST/HST return with reminders, electronic submissions, and CRA communication for peace of mind.

No more reading receipts—just scan with automated processing (Hubdoc/Dext)

Skip the receipts—just scan and let automation handle the rest

Seamless document syncing

Flawless integration for continuous document flow

Streamlined Onboarding

Basic Chart of Accounts Clean-Up

QuickBooks or Xero Setup

Paperless Accounting Transition

Syncing Essential Tools

Basic Secure Access

Add-ons

Payroll

Payroll Processing

Accrual Tracking

Direct Deposit

Online Paystubs

T4 Summary and Slips

Payroll Tax Remittance

Records of Employment (ROEs)

Payroll Reports

CRA Correspondence

Accounts Payable

Timely and accurate processing of vendor payments to strengthen relationships and avoid late fees

Real-time tracking and reporting for improved visibility

Efficient invoice approval workflows to reduce processing delays

Invoicing & Accounts Receivable

Invoicing Clients

Tracking Outstanding Bills & Invoices

Overdue Account Investigations

THRIVE

Most Popular

✨

Clarity for growth

Reporting, budgeting, and financial guidance. Designed to support growing businesses seeking strategic clarity.

FEATURES

Everything in GROW plus….

Scheduled CFO Support

Strategic sessions with a CFO-level expert, tailored to your business needs, to provide financial insights and guidance

Technology & Process Optimization

Expertise in streamlining systems and integrating cutting-edge solutions to improve efficiency and drive growth.

Budget Reports

Develop budget reports utilizing a continuous improvement approach.

Enhanced Financial Reports

Comprehensive management reports and trend analysis, providing deeper insights, tailored to your business.

CPA/Controller Oversight

Added support to ensure compliance, accuracy, and alignment across financial processes.

Enhanced Onboarding

Advanced Chart of Accounts Clean-Up

Expanded Technology Optimization

Collaborative Secure Access

Comprehensive Document Management

Add-ons

Payroll

Payroll Processing

Accrual Tracking

Direct Deposit

Online Paystubs

T4 Summary and Slips

Payroll Tax Remittance

Records of Employment (ROEs)

Payroll Reports

CRA Correspondence

Accounts Payable

Timely and accurate processing of vendor payments to strengthen relationships and avoid late fees

Real-time tracking and reporting for improved visibility

Efficient invoice approval workflows to reduce processing delays

Invoicing & Accounts Receivable

Invoicing Clients

Tracking Outstanding Bills & Invoices

Overdue Account Investigations

PEAK

Financial leadership

CFO/Controller integrated with your team. Ideal for established businesses seeking executive-level financial management.

FEATURES

Everything in THRIVE plus….

Leadership Coaching

Financial coaching to empower business owners and leaders with the knowledge to make confident, growth-driven decisions.

Technology Integration & Optimization

Expertise in leveraging cutting-edge technologies to streamline operations, enhance data-driven decision-making, and drive greater efficiency across your business.

Strategic Growth Planning

CFO-led guidance on business expansion, investments, and long-term financial strategies.

Financial Forecasts

Projections and planning tools to prepare for future opportunities and challenges.

Integrated Support

Expert analysis and actionable insights to increase margins, reduce inefficiencies, and maximize profits.

Comprehensive Onboarding

Comprehensive Chart of Accounts Alignment

Full Technology Integration

Multi-Tier Secure Access

Custom Document Workflows

Add-ons

Payroll

Payroll Processing

Accrual Tracking

Direct Deposit

Online Paystubs

T4 Summary and Slips

Payroll Tax Remittance

Records of Employment (ROEs)

Payroll Reports

CRA Correspondence

Accounts Payable

Timely and accurate processing of vendor payments to strengthen relationships and avoid late fees

Real-time tracking and reporting for improved visibility

Efficient invoice approval workflows to reduce processing delays

Invoicing & Accounts Receivable

Invoicing Clients

Tracking Outstanding Bills & Invoices

Overdue Account Investigations

Ready to Grow Your Business?

Talk to an expert today.