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Our Services

Gradient
Custom financial reporting and insights including balance sheets, cash flow, budgeting, and forecasting

Financial Reporting & Insights

• Custom financial statements (Balance Sheet, Income Statement, Cash Flow)
• Monthly or quarterly reports tailored to your business
• Budgeting and forecasting support
• Performance tracking to guide decision-making

Tax preparation support with GST/HST filing, year-end preparation, and collaboration with accountants

Tax Preparation Support

• GST/HST setup, tracking, and filing
• Year-end preparation for accountants
• Organized records for smooth tax filing
• Collaboration with your tax professional

Bookkeeping software setup and training for Sage and QuickBooks, plus digital record conversion

Software Expertise & Setup

• Sage setup, training, and support (Intermediate Certified)
• QuickBooks Online setup, training, and support (Advanced Certified)
• Conversion from paper/manual records to digital bookkeeping
• Customized chart of accounts to suit your business

Consulting and advisory services for streamlining bookkeeping workflows and understanding financial performance.

Consulting & Advisory Services

• One-on-one bookkeeping consultations
• Streamlining financial workflows
• Identifying cost-saving opportunities
• Helping you understand your numbers

Personalized Pricing

Every business is unique, which is why I don’t offer a one-size-fits-all package. Pricing is personalized based on the size of your business, the complexity of your books, and the services you need. I’m happy to provide a custom estimate after learning more about your business and goals.

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