Additional Services

Individual services offered outside of Service Packages.

Business Advisory

Consultation on any topic related to new business set up, best practices in record-keeping and financial management of your business, CRA compliance, systems set up and software.

Click below to book a consultation.

Diagnostic Review

In-depth review of current records and accounts. You will receive a report of the findings, along with the steps necessary to bring your books up to date for internal reporting and to comply with CRA regulations.

Clean up

(Requires initial Diagnostic Review)

Based on the findings in the Diagnostic Review, the accounts are cleaned up and corrected to bring your books up to date and to ensure compliance with CRA regulations.

Transition to Cloud-based bookkeeping

Migration of your record-keeping to a cloud-based platform. Also included are recommendations of best practices and apps that will help streamline your financial operations.

New company setup

Set up of your new company in QuickBooks. Design of the system to suit your unique business structure and operations. Included in this package is our business advisory service, and training in the software to set you up for success.