Reconciled / Record Financial Transactions

Account Receivable

Account Payable

Bank and Credit Card Reconciliation

Loan Reconciliation

Monthly Management Report

And more

Fix incomplete or messy records

Reconcile past months or years

Correct miscategorized or duplicate transactions

Separate personal and business expenses

Rebuild a disorganized chart of accounts

Catch up on unfiled GST/HST or sales tax periods

Organize and match receipts to transactions

Prepare your books for tax filing

Create a clean handoff for your accountant or new bookkeeper

Calculate wages, salaries, and deductions (CPP, EI, income tax)

Issue CRA remittances on time

Prepare and file T4/T4A slips and summaries

Process Records of Employment (ROEs)

Year-end payroll reconciliation

Chart of accounts setup tailored to your business

Full system configuration and preferences

Connect and automate bank feeds

Configure GST/HST or sales tax settings

Integrate third-party apps (Dext, Stripe, Shopify, and more)

Migrate data from your previous software or spreadsheets

Set up user roles and permissions

Basic training for you or your team