Services / Financial Records & Accounting

Financial Records & Accounting

Enhance profitability with precision. We will work with you to create the right accounting solution for your organization.

Overview

The right accounting solution for your organization

Every organization has different requirements. We take the time to understand how your organization operates, what is working in your current system and where improvements are needed, then build an accounting program around it.

Here’s how we work with you, from the first meeting through to fully current, automated records.

Ideal for

Organizations that require dependable monthly records without maintaining a full internal accounting team.

Our Approach

How we create the right solution

Introductions

We will have a meeting to discuss your business or organization, what’s working with your current accounting system, and what needs to change. Each organization has different requirements and we want to understand what makes yours unique.

Designing a Program

From there we will suggest a workflow that will address your accounting needs and pain points, create a solid financial management foundation, and provide you with the reporting that you need. We will look for cloud solutions that will bring as much efficiency, accuracy and clarity as possible.

Getting Down to Business

And that’s when we really get started. The onboarding process is designed to make it as painless as possible for you to automate your accounting process. We set up any automations and application integrations and complete any historical catch-up work so that your books are current and up-to-date.

Scope of Services

What is included

Recurring services are scheduled monthly, bi-weekly or weekly to suit your organization.

Transaction processing and categorization

Bank and credit card reconciliations

Accounts payable processing

GST/HST filings

Month-end close procedures

Regular monthly financial reporting

Historical clean-up and catch-up

Year-end package for your accountant

Strong Financial Foundations

Accurate records, maintained to a consistent standard.

Speak with us about an accounting program designed around your organization's requirements.

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