Review & oversight
Trust the numbers you're making decisions on.
An independent check on your bookkeeping. Start with a review, or get monthly controller oversight.
Contact us →Pick the level of help you need.
Full bookkeeping review
A complete review of your books and compliance. We find what's wrong and show you exactly how to fix it.
- Errors & misclassified expenses
- Missed claims & input tax credits
- Payroll, HST & CRA compliance
- CRA overpayments you can recover
- A clear, simple findings report
Savings review
We look only for money you've overpaid or left on the table. If we don't find anything, you don't pay.
- Overpaid taxes & remittances
- Missed credits & rebates
- Recoverable amounts identified
- No fee unless we find something
Controller oversight
We sit between your bookkeeper and your accountant every month, so the numbers are right all year, not just at year end.
- Monthly review & close
- Management reports & cash flow
- Profit by job, project or company
- Several companies & intercompany
- Payroll, HST & CRA deadlines watched
- Clean books handed to your accountant
Three steps. No surprises.
Intake
A quick five minute call. A few basic questions about your business and who handles your books. We explain how our pricing works and, if it's a fit, book a discovery call.
Discovery
We look at your processes, controls, reporting and compliance, and where you may be overpaying. Together we figure out what's needed and what fits your budget.
Proposal
A clear proposal: service, scope, deliverables, fee, timeline and next steps. More than one option when it makes sense.
Want a second set of eyes?
Tell us a little about your business.