Professional services.
Reliable support designed for small businesses and growing teams.
Premium Full-Service support
what we do
1. Bookkeeping & Accounting Support
We provide organized, professional financial support that keeps your business compliant, structured, and confident — from daily bookkeeping to strategic reporting and tax preparation.
INCLUDES:
Invoicing & Revenue tracking
Professional unpaid invoice follow-through, receivables outreach & collections coordination
Expense categorization & audit-ready organization
Tax preparation and filing for individuals and small businesses
Essential & Executive-level financial reporting (P&L, Balance Sheet & more)
Full-service accounting software management
Bank & ledger reconciliation with zero-error accuracy
Payroll preparation & processing with compliance assurance
Monthly Benefits filing & employer contribution management
GST & payroll tax preparation + filing support
Month-end & year-end closeout (Journal Entries, T4s & more)
Accountant-ready reporting packages
Strategic budget development & financial forecasting
Review & oversight of in-house accounting staff entries
Liaison with CRA & Service Canada
Custom Chart of Accounts creation & optimization
2. Administrative support
Administrative support is the structured, behind-the-scenes help that keeps your business organized and moving — from managing emails and documents to coordinating tasks, systems, and day-to-day operations so nothing slips through the cracks.
INCLUDES:
Executive-level inbox management
Calendar optimization & schedule stewardship
Travel coordination & logistics planning
Data entry & data integrity management
Document creation, formatting & polishing
File organization (Google Drive, OneDrive, Dropbox, etc.)
Appointment setting and confirmations
Managing contact lists and spreadsheets
Vendor & supplier coordination
3. Operations support
Operations support is the ongoing management of your business’s moving parts — helping coordinate workflows and improve processes so your business functions efficiently day to day.
INCLUDES:
Operations workflow design & refinement
SOP (Standard Operating Procedure) creation
Tech stack strategy & tool recommendations
Process improvement & optimization consulting
Project coordination & timeline monitoring
Executive back-office management
4. Human Resources support
Human Resources support (admin-level) is the structured coordination of your people processes — from onboarding paperwork and employee files to payroll support and internal documentation — helping your team stay organized and compliant without stepping into legal advisory services.
INCLUDES:
Strategic job posting & applicant screening support
Interview coordination & candidate communication
Custom onboarding package creation
Full-service employee onboarding & offboarding
Policy drafting & People operations documentation
Performance tracking & team development support
Professional job description creation
Employee file organization & digital HR record management
5. Customer Service support
Customer service support is the day-to-day management of client communication — responding to inquiries, handling follow-ups, and ensuring your customers feel heard, supported, and professionally cared for.
INCLUDES:
Onboarding & welcome experiences
Executive-level inbox & support ticket management
Scheduling client calls & managing customer queries
Client follow-ups & relationship nurturing
Customer feedback collection, analysis & reporting
Brand-aligned communication template creation
CRM oversight, maintenance & optimization
6. Business Consulting, Strategy & Startup support
Business consulting, strategy, and startup support is hands-on guidance to help you clarify your direction, structure your business properly, and create a simple, practical plan for sustainable growth.
INCLUDES:
Personalized business clarity calls & strategic planning sessions
Goal-setting & quarterly planning support
Workflow mapping & business structure planning
Deep-dive business simplification sessions
‘Quick Wins’ strategic action plans
Full-scope business systems audit
Foundational startup guidance & early-stage support
Ongoing planning, accountability & growth support
7. Property Management support
Property management support is the organized coordination of your rental or investment properties — handling tenant communication, documentation, tracking, and day-to-day administrative tasks so your properties run smoothly without constant hands-on stress.
INCLUDES:
Guest & tenant communication
Calendar & booking management
Maintenance scheduling and vendor/contractor coordination
New tenant onboarding and screening coordination
Full ad-hoc general admin support for properties including Utility Bill Management, Damage Claim Support, Cleaning Crew Coordination, Welcome Pack Coordination, etc
How our service works?
process
1️⃣ Book a Discovery Call
We start with a conversation. You tell us what’s feeling overwhelming, what’s not working, and where you want your business to go. No pressure — just clarity.
2️⃣ We Build Your Support Plan
We assess your needs and recommend the right mix of business, financial, tax, or growth support. You’ll know exactly what we’re handling and how we’re helping.
3️⃣ We Step In & Support You
Once we begin, we manage the backend — admin, systems, bookkeeping, strategy, or operations — so you can focus on leading your business with confidence.
pricing
Clear pricing for growing businesses.
Starter Plan
From $200/month
For freelancers and small businesses who need a solid bookkeeping foundation.
– Monthly financial statements
– Transaction categorization
– Email support
Growth Plan
From $350/month
For growing businesses that need deeper insight and regular guidance.
– Everything in Starter Plan
– Quarterly tax preparation
– Dedicated account manager
Premium Plan
From $500/month
For established companies ready to fully outsource their bookkeeping.
– Everything in Growth Plan
– Monthly financial review
– Priority support / strategy calls
Take control of your business today!
Let us take bookkeeping off your plate so you can focus on growing your business.
contact us
Professional support. Made simple.
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