Services

Everything the numbers need, in one place.

Whether you file with the IRS, the CRA, or both, our team handles bookkeeping, tax, payroll, and advisory so you never juggle two firms again.

(870) 444-4444
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Accountant reviewing financial statements at a desk

Monthly bookkeeping

Accurate, reconciled books delivered by the 10th — never a mystery balance at year-end.

  • Bank & credit card reconciliation
  • Accounts payable / receivable
  • Multi-currency (USD / CAD)

Tax preparation & filing

Corporate and personal returns filed on time with the IRS and the CRA — plus the sales tax in between.

  • Form 1120 / 1120-S & T2 corporate
  • GST/HST, PST & U.S. sales tax
  • 1099 & T4 / T5 slips

Payroll

Employees in the U.S. and Canada? We run compliant payroll and remittances in both jurisdictions.

  • Direct deposit & pay stubs
  • Federal & state / provincial withholding
  • Year-end W-2 & T4 filing

Fractional CFO & advisory

Budgets, cash-flow forecasts, and board-ready reporting — the strategic view above the ledger.

  • 13-week cash-flow forecasting
  • KPI dashboards & margin analysis
  • Fundraise & loan-ready statements

QuickBooks cleanup & setup

Behind, tangled, or migrating? We diagnose the file, fix the history, and hand back a clean chart of accounts.

  • Catch-up & historical cleanup
  • Chart of accounts rebuild
  • Migration from Wave, Xero & desktop

Cross-border structuring

Expanding north or south? We coordinate entity setup, transfer pricing, and treaty positions with your legal team.

  • U.S. / Canada entity setup
  • Intercompany & transfer pricing
  • Treaty & withholding guidance

How it works

From messy to closed in four steps.

A clear onboarding you can follow — most clients are fully live within two weeks.

Discovery call

A 30-minute call to map your entities, currencies, and where you file. Free, no pressure.

Books diagnostic

We audit your QuickBooks file and flag every gap, duplicate, and unreconciled account.

Cleanup & setup

We fix the history, rebuild your chart of accounts, and connect your banks and apps.

Monthly close

Reconciled books and a plain-English report land in your inbox by the 10th, every month.

Ready when you are

Not sure which service you need?

Tell us where you file and where you're stuck. We'll map the right scope on a free 30-minute call.