Our Services
Get professional advice and guidance on starting your business.|Keep organized financial records with our bookkeeping services.|Stay compliant with annual financial statements and taxes.|Confidently pursue your entrepreneurial dreams with our start-up consulting services.|Free up time to focus on growing your business while we handle the financial details.|Avoid potential legal issues by staying up-to-date on tax regulations and planning strategies.
Whether your business is just getting off the ground, or you’re a second-generation owner of a family business, we can help your business shine. Our founder’s extensive experience in various businesses means we approach our work with the perspective of a business person.
We think outside the box to find you the best solution
Unlike most accountants, who focus on putting numbers in boxes, we think outside the box to give you imaginative and resourceful ideas you can use.
Ideas to grow your business now.
In everything we do, we take the time to understand your business and your concerns. We’ll give you ideas you can use to grow your business now. We’ll explain everything in simple language so you know exactly what your options are and what you need to do.
Experts in real estate
Our founder Glenn has years of practical experience as owner of a real estate brokerage, so we have deep understanding of this industry. We have special expertise with residential real estate contractors, residential contractors and trades and real estate investors.
Here's What We Can Do
Bookkeeping Services:
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- Accurate and organized record-keeping of financial transactions.
- Regular reconciliation of bank statements and financial accounts.
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Accounting Services:
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- Preparation of financial statements (income statements, balance sheets, cash flow statements).
- Budgeting and forecasting to help tradesmen plan for the future.
- Project-based accounting to track costs and profitability.
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Tax Planning and Compliance:
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- Year-round tax planning to optimize deductions and minimize liabilities.
- Timely filing of tax returns to ensure compliance with tax regulations.
- Assistance with sales tax and other industry-specific tax requirements.
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Payroll Services:
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- Efficient and accurate processing of payroll for employees and subcontractors.
- Compliance with payroll tax regulations and reporting.
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Financial Analysis:
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- Regular financial analysis to assess the health of the business.
- Identification of key performance indicators (KPIs) for benchmarking.
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Technology Integration:
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- Implementation and management of accounting software to streamline processes.
- Training on how to use financial technology tools effectively.
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Cash Flow Management:
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- Strategies to improve cash flow and manage working capital effectively.
- Assistance in obtaining lines of credit or financing when needed.
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Business Consulting:
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- Guidance on business expansion, mergers, or acquisitions.
- Industry-specific advice on navigating challenges and seizing opportunities.
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Choose The Right Plan For Your Business
During Discovery Call:
During your discovery call ask about our “Customer Satisfaction Guarantee”
A brief overview of some of the tools we use to help our clients:
Xero accounting
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- Xero is a cloud-based accounting software that helps small businesses manage their finances.
- Xero allows users to create invoices, track expenses, reconcile bank transactions, and generate reports.
- Xero integrates with over 800 apps, including Hubdoc, Tradify, and Plooto.
Hubdoc document management
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- Hubdoc is a document management software that automates the collection and organization of financial documents.
- Hubdoc fetches bills, receipts and other documents from various sources and converts them into digital files.
- Hubdoc syncs with Xero enabling users to streamline their bookkeeping and audit-proof their business.
Tradify business management
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- Tradify is a business management software that helps tradespeople and service businesses run their operations more efficiently.
- Tradify enables users to manage jobs, quotes, invoices, timesheets, and scheduling from one platform.
- Tradify integrates with Xero allowing users to automate their invoicing and accounting processes.
Plooto
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- Plooto is a payment platform that simplifies the way businesses send payments.
- Plooto allows users to pay vendors and transfer funds to suppliers and tax authorities.
- Plooto integrates with Xero and other accounting software, making it easy to reconcile payments and track cash flow.
Knit People
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- Knit People is a cloud-based payroll and HR software that integrates with Xero to provide payroll and HR services to our clients. Knit People automates payroll calculations, tax filings, benefits administration, employee onboarding and more.