Bookkeeping & Financial Services
Practical, compliance-focused financial services for individuals and businesses in Sault Ste. Marie, Ontario.
Monthly Bookkeeping
Who it's for
Individuals, incorporated businesses, contractors, and SMEs that need their books kept up to date.
What's covered
- Transaction recording and categorization
- Bank and credit card reconciliations
- Accounts payable and receivable management
- Monthly financial summaries
How engagement works
We start by looking at where your books are now, then set up a monthly routine of reconciliation, review, and reporting that fits your needs.
Financial Statements & Reporting
Who it's for
Business owners, self-employed individuals, and managers who want to actually understand their numbers.
What's covered
- Income statements and balance sheets
- Cash flow statements
- Custom management reports
- Comparative period analysis
How engagement works
We'll figure out which reports are actually useful for you, then deliver them on a regular schedule, whether that's monthly, quarterly, or as needed.
Payroll & Source Deductions
Who it's for
Employers of any size needing accurate, timely payroll processing.
What's covered
- Employee payroll calculations and disbursement
- CPP, EI, and income tax source deductions
- T4 and ROE preparation
- CRA payroll remittance filings
How engagement works
We build payroll right into your bookkeeping workflow so deductions are calculated correctly and remittances go out on time.
HST/GST & CRA Filings
Who it's for
Individuals and businesses with CRA filing obligations.
What's covered
- HST/GST return preparation and filing
- CRA correspondence management
- Installment payment tracking
- Audit-ready record keeping
How engagement works
We look at your filing requirements, set up a schedule, and handle the submissions so you're always current with CRA.
Year-End Preparation for Accountants
Who it's for
Individuals and businesses whose year-end tax filings are handled by an external accountant or CPA.
What's covered
- Complete year-end financial package preparation
- Adjusted trial balance
- Supporting schedules and documentation
- Direct coordination with your accountant
How engagement works
We put together a clean, organized year-end package and work directly with your accountant to make sure the filing goes smoothly.
Frequently Asked Questions
Let's Talk About What You Need
If you're looking for reliable bookkeeping and someone to keep your finances straight, we'd love to chat.