We handle monthly bookkeeping, catch-up work, payroll coordination, GST/HST support, and reporting for Toronto and GTA businesses with one dedicated CPA accountant assigned to the file.
Detailed Service
Your dedicated CPA accountant reviews transactions, reconciles accounts, and closes each month on a set cadence. No handoffs between team members — one person owns the file.
Result: current books with fewer loose transactions and a cleaner year-end handoff.
Included Deliverables
Detailed Service
Payroll is managed inside the accounting workflow, not in a separate silo. Employee pay, remittances, deductions, and year-end slips all stay tied to the books.
Result: payroll records that agree with the ledger — no surprises at year-end.
Included Deliverables
Detailed Service
We organize bookkeeping records for filing season so your returns start from reconciled accounts and traceable support, not a last-minute scramble.
Result: fewer missing documents and fewer rushed questions when filing time arrives.
Included Deliverables
Detailed Service
Monthly reporting that goes beyond a PDF dump — we explain what changed in revenue, expenses, margins, and cash, and flag what the owner should pay attention to.
Result: reports an owner can act on before hiring, pricing, or cutting costs.
Included Deliverables
Detailed Service
If your books are months or years behind, we rebuild prior periods in priority order and move the business into an organized monthly routine.
Result: old periods repaired without letting the current month drift.
Included Deliverables
Detailed Service
Advisory support for owners who need help reading the numbers behind cash, pricing, margins, and hiring decisions.
Result: better decisions because the owner can see what the numbers are actually saying.
Included Deliverables
What’s Included
Service Focus
We review bank-feed activity, receipts, vendor names, and sales deposits so the ledger reflects what actually happened. When something looks unusual, we flag it rather than quietly coding it and moving on.
Delivered by your dedicated CPA accountant with a consistent close routine and direct owner follow-up.
Integrated Payroll Services
Payroll records are coordinated with bookkeeping for cleaner pay runs, remittances, deductions, and year-end processing.
Catch-Up Bookkeeping
If you are months or years behind, we rebuild records in the right order so filings, cash questions, and current reporting can move again.
Transition support included: cleanup, setup alignment, and handoff into a steady monthly process.
Expertise & Certifications
Chartered Professional Accountant (CPA)
CPA-led review for accounting judgment, file accountability, and owner questions.
National Payroll Institute Member
Payroll knowledge for remittances, deductions, and year-end slip coordination.
Certified Professional Bookkeeper (CPB)
Bookkeeping standards for transaction support, reconciliations, and clean records.
Intuit QuickBooks ProAdvisor
QuickBooks setup and workflow support for cleaner month-end processing.
Why Choose Us
Dedicated CPA Accountability
One CPA accountant owns the file, reviews the work, and answers owner questions.
Coordinated Workflow
Bookkeeping, payroll records, GST/HST support, and year-end needs stay connected.
Technology That Integrates
QuickBooks Online, receipt capture, bank feeds, and business tools are kept aligned.
Security-First Operations
MFA, encrypted tools, and secure handling protect sensitive financial records.
Who We Work With
Healthcare
Clinics and providers managing deposits, payroll, supplies, professional fees, and owner reporting.
Common focus: Monthly close routine, payroll records, and cash-flow review.
Toronto & GTA Coverage
We handle the recurring work that tends to break down as a business grows: transaction review, reconciliations, payroll records, GST/HST support, and monthly reporting you can explain without digging through old messages.
Frequently Asked Questions
Transaction review, reconciliations, expense coding, monthly financial statements, GST/HST support, payroll coordination, and catch-up work when needed. One CPA accountant owns the entire process.
Book a consultation and we will look at what needs cleanup, what must stay current, and which monthly process actually fits your business.