What's Included :

• Bank Reconciliation - Stay on top of your transactions with precise matching, discrepancy resolution, and real-time updates.

• Accounts Payable Management - Streamline vendor payments, track due dates, and avoid late fees with automated processing.

• Accounts Receivable Management - Improve cash flow by monitoring outstanding invoices, sending payment reminders, and optimizing collections.

• Financial Reporting - Generate detailed reports, visualize financial trends, and make informed decisions with QuickBooks Online's powerful analytics.

Leveraging QuickBooks Online, we provide a seamless, cloud-based solution that ensures your financial records are always up-to-date and accessible from anywhere.

Is your bookkeeping overdue or filled with errors? Our catch-up and cleanup bookkeeping service follows a structured process to restore accuracy and compliance to your financial records.

What's Included :

• Document Review - Identify missing transactions, discrepancies, and outdated entries.

• Cleanup Accounting - Reconcile accounts, correct errors, and organize financial data.

• Financial Reporting - Generate detailed financial reports, offer insights into business's health and help you make informed decisions.

Managing payroll can be complex, but our Payroll Services simplify  the process, ensuring compliance, accuracy, and timely payments. We handle everything payroll processing and tax calculations to employee benefits management and direct deposit setup, making sure your business runs smoothly.

What We offer :

• Payroll Processing - Calculate salary, including deductions, overtime, and bonuses.

• Tax Compliance & Filing - Ensure compliance with payroll taxes, deductions, and government regulations.

• Employee Benefits & Deductions - Manage health benefits, retirement contributions, and other payroll-related deductions.

• Direct Deposit & Payment Processing - Deposit salaries into employee accounts, reducing paperwork and errors.

Navigating tax regulations can be complex, but our Tax Services ensure accuracy, efficiency, and peace of mind for businesses and individuals. We handle HST / GST filing, T2 corporate returns, and T1 personal tax returns, making sure your tax obligations are met on time while maximizing deductions and credits.

Our Tax Compliance Services :

• HST / GST filing - Accurate reporting and timely submission of HST / GST to avoid penalties and ensure compliance.

• T2 Corporate Tax Return - Preparation and filing of corporate tax returns, optimizing deductions and tax planning for businesses.

• T1 Personal Tax Return - Comprehensive tax filing for individuals, ensuring proper deductions, credits, and compliance with CRA regulations.

• Tax Planning & Advisory - Strategic guidance to help businesses and individuals minimize tax liabilities and maximize savings.

• Audit Support & Compliance - Assistance in navigating CRA audits, ensuring proper documentation and compliance with tax laws.

A Fractional CFO provides expert financial leadership tailored to your business needs, offering strategic guidance without the overhead of a full-time executive. Whether you are a startup, small business, or growing enterprise, our Fractional CFO Services deliver budgeting, forecasting, business metrics analysis, policy development, cash flow management, and audit assistance to drive financial success.

Key Services We Provide :

• Budgeting & Forecasting - Develop comprehensive financial models to project revenue, expenses, and profitability, ensuring informed decision-making.

• Business Metrics & Performance Analysis - Track key financial indicators, assess profitability, and refine business strategies based on real-time data.

• Policy & Operational Planning - Design financial policies and operational frameworks to align with business goals and regulatory compliance.

• Cash Flow Management - Optimize cash flow cycles, monitor liquidity, and implement strategies to maintain financial stability.

• Audit Assistance & Compliance - Prepare for audits, ensure accurate financial reporting, and address compliance issues to mitigate risks.

• Strategic Financial Advisory - Provide insights on investment decisions, growth planning, and financial restructuring to maximize profitability.

Setting up the right accounting system is crucial for maintaining accurate financial records, optimizing business operations, and ensuring compliance. Our accounting system setup service provides businesses with a fully customized financial infrastructure using industry-leading solutions like QuickBooks Online tailored to your business needs.

What we Offer :

• Software Integration - Using QuickBooks Online for your business and integrate it seamlessly with existing financial processes.

• Data Migration & Accuracy Checks - Transfer financial records, invoices and historical data while ensuring accuracy and completeness.

• Chart of Accounts Setup - Structure your accounting system for easy transaction tracking and effective financial reporting.

• Bank & Payment Gateway Integration - Connect bank accounts and payment systems for automated reconciliations and smooth financial operations.

• Tax Configuration & Compliance - Set up sales tax filing, tax codes, and regulatory reporting to ensure compliance.

• Invoice & Expense Management - Implement efficient tools to track invoices, manage expenses, and optimize cash flow.

• Automated Reporting & Dashboards - Access real-time financial data through intuitive dashboards for improved decision-making.

• Training & Ongoing Support - Receive hands-on training for your team, ensuring they can efficiently use and manage the system. Get continuous support for troubleshooting, updates, and process optimization. 

Digital Transformation

Our digital transformation services help organizations leverage cutting-edge technology to optimize operations, improve decision-making, and drive growth By integrating data visualization, data analytics, and Power BI, we provide actionable insights that enhance efficiency and profitability. 

Our Digital Transformation Solutions :

• Data Analytics & Business Intelligence - Uncover trends, patterns, and actionable insights with advanced analytics powered by Power BI.

• Data Visualization & Reporting - Transform complex datasets into interactive dashboards and clear visual representations for informed decision-making.

• Process Optimization & Digital Strategy - Identify inefficiencies, automate manual tasks, and develop a long-term digital roadmap for sustainable success.

Overseas Expansion Services

Entering international markets requires careful planning and expert guidance. Our services help businesses establish a legitimate presence in Hong Kong and China, ensuring seamless company incorporation, efficient bookkeeping, compliant tax management, and reliable annual company secretary services.

What We Offer :

• Company incorporation  - We take care of the registration, licensing, and legal documentation to help you establish a business entry with ease.

• Bookkeeping & Accounting - Maintain accurate financial records with cloud-based bookkeeping, bank reconciliation, and compliance tracking.

• Tax Management & Compliance - Ensure proper tax filing for corporate tax, VAT, and other regulatory requirements, minimizing risks and optimizing savings.

• Annual Company Secretary Services - Stay compliant with local regulations, including filing annual returns, maintaining corporate records, and managing governance requirements.

• Financial Reporting & Advisory - Receive expert insights on financial performance, cash flow management, and tax planning strategies tailored for international expansion.