Financial Organization for Growing Businesses
Helping Canadian businesses stay financially organized through bookkeeping, reporting, invoicing support, payroll coordination, and financial operations support.
Financial support for growing businesses
Most business owners don’t start a business because they love finance. They start because they’re good at what they do.
They’re focused on serving customers, managing projects, growing revenue, and building something they’re proud of.
Then somewhere along the way, the financial side of the business starts piling up.
Your books are months behind.
You know revenue is growing, but you’re not sure profitability is.
Your accountant keeps requesting information at year-end.
Customers are paying late and nobody is following up.
You have money coming in but still feel uncertain about cash flow.
You spend evenings catching up on bookkeeping instead of focusing on the business.
You know revenue is growing, but you’re not sure profitability is.
Over time, it becomes more than an administrative task and a source of uncertainty.
Can I afford to hire?
Am I actually profitable?
Why is there less cash in the bank than I expected?
Which parts of the business are performing well?
Why does profit not equal cash?
Structured Books help businesses owners bring order and visibility the financial side of their business through accurate bookkeeping, insightful reporting, and reliable support, giving business owners a clearer picture of where they stand and where they’re going.
OUR SERVICES
Bookkeeping
Accurate and up-to-date bookkeeping that keeps your records organized and your business tax-ready.
Includes:
Bank reconciliations
Credit card reconciliations
Transaction categorization
Journal entries
Month-end bookkeeping
Accounts Payable Support
Stay organized and ensure suppliers are paid accurately and on time.
Includes:
Vendor bill management
Payment scheduling
Expense tracking
Documentation support
Financial Reporting
Clear reporting that helps you understand how your business is performing.
Includes:
Profit & Loss Statements
Balance Sheets
Cash Flow Reports
Financial summaries
Trend analysis
Payroll Coordination
Reliable payroll support and coordination for your team.
Includes:
Payroll preparation
Source deduction support
CRA remittance coordination
Year-end payroll support
Accounts Receivable & Invoicing Support
Improve cash collection and keep invoices moving.
Includes:
Customer invoicing
Payment tracking
Collection follow-ups
AR management
Catch-Up Bookkeeping
Behind on your books? We’ll help get everything organized and back on track.
Includes:
Historical bookkeeping cleanup
Account reconciliations
Books cleanup
Accountant-ready records
PRICED FOR YOUR BUSINESS
Every Business is different, our pricing is based on transaction volume, reporting requirements, payroll complexity and the level of ongoing support required.
Essential
Bookkeeping + Reconciliations
$350 - $600
Monthly bookkeeping & bank reconciliation
Credit card reconciliation
GST/HST tracking & ITC reconciliation
Financial reporting
Email support
Growth
Bookkeeping + Reporting + AR/AP Support
$600 - $1,500
Everything in Essential
Full financial reporting: Profit &Loss, Balance Sheet, Cash Flow
Accounts receivable management
Accounts payable support
Budget vs. actual reporting
Monthly check-in call
Financial Operations
Your financial department
$1,500 - $2500+
Everything in Growth
Invoicing management
AR follow-up & aging reports
AP support & vendor management
Payroll coordination
Cash flow monitoring & forecasting
Priority support
CLEANUP PROJECTS
Small business $500 – $1,000
Medium complexity $1,000 – $2,500
Larger cleanups Custom quote
NEW BUSINESS SETUP
Complete financial setup $300 – $750
One-time fee · includes chart of accounts, software setup & financial structure
Book a free consultation to receive a customized quote tailored to your business
Your Questions, Answered
-
Most small businesses need both but for different reasons. A Financial partner keeps your day-to-day financial records organized and accurate throughout the year. An accountant typically steps in at tax time to file your returns and provide strategic advice. Think of us as the foundation your accountant builds on. Clean, accurate books from us means less time and less money spent with your accountant at year end.
-
Simply book a free 30-minute consultation using the button below. We'll talk through where your books are now, what needs to happen, and exactly how we can help.
-
We offer fixed monthly retainers based on your transaction volume, starting at $350/month for straightforward books. Everything is priced upfront, no hourly billing or surprise invoices. We assess your needs in a free consultation and give you a clear quote before anything begins.
-
You can reach us anytime via our contact page or email. We aim to respond quickly usually within 24hrs.
-
Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.
-
We primarily work in QuickBooks Online. If you are already using a different platform, let us know as we are adaptable and will work with what you have where we can.
-
That is actually one of the most common reasons people come to us. Messy, backlogged, or disorganized books are our specialty. We offer bookkeeping cleanup services to get your records back on track before moving into regular monthly bookkeeping. We will assess the scope during your free consultation and give you a clear quote.
-
Absolutely. We use encrypted, cloud-based platforms and treat your financial information with strict confidentiality. Your data is never shared with any third parties.
-
We make sure your books are clean, complete, and organized well before tax time arrives. We work alongside your accountant or tax preparer to ensure they have everything they need. We do not prepare tax returns ourselves, but we take the headache out of getting your records ready for the person who does.