Services

Specialized teams. One point of contact.

Three expert teams work behind the scenes while you keep one responsive contact who understands your business.

QuickBooks CertifiedDext Prepare Certified

How it works

01

Onboarding

We collect access, understand your structure and map your current workflow.

02

Bookkeeping

Transactions, receipts and invoices are coded and automated where possible.

03

Review

Quality control, reconciliations and adjusting entries keep the books clean.

04

Reporting

Financial statements, KPIs and dashboards give you decision-ready information.

05

Advice

Concrete recommendations to reduce costs, improve margins and plan growth.

Bookkeeping Team

Bookkeeping & Automation

We organize documents, code transactions and automate repetitive flows using Dext and QuickBooks whenever possible.

  • Receipt collection and organization
  • Transaction coding and categorization
  • Recurring workflow automation
  • Clean data for accounting review
  • Adapted to your existing tools

Certified tools

Dext

Dext Prepare

Document capture and processing

QuickBooks

QuickBooks Online

Cloud accounting accessible anywhere

What we prepare

GST / QST
T1 returns
T2 returns
Bank reconciliations
Month-end close
Tax planning

Accounting & Tax Team

Accuracy, compliance and optimization

Our accounting team reviews bookkeeping, reconciles accounts, prepares closing work and supports tax planning with a Quebec business lens.

Financial Analysis Team

Data to decisions

We turn numbers into useful insight: profitability, cash flow, cost structure and growth scenarios.

  • Custom KPI dashboards
  • Profitability and liquidity ratios
  • Forecasts and growth scenarios
  • Cost analysis and recommendations
  • Clear monthly reporting

Metrics we monitor

Gross marginTracked
Collection delayTracked
Debt-to-equityTracked
Operating cash flowTracked

Premium Service

Fractional CFO & Strategic Planning

For incorporated founders who want CFO-level thinking on cash flow, dividends, tax and growth without hiring full time.

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