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Calgary and kelowna Business Financial Solutions

Business Management

Above and beyond for your company

Comprehensive Solutions

Bookkeeping allows us to understand how you, as the company owner, make financial business decisions. Accurate financials allow us to better guide you to what you really need and how we can truly help!

Our various Financial Support and Business Management services take the paperwork burden off so you can focus on enhancing the core operations of your business.

  • CRA Representation
  • Accounts Payable Management
  • Accounts Receivable Management
  • WCB Annual Return
  • Financial Statement Review
  • Financial Advice
  • Remote Support and Guidance
  • Consultation Services
  • Valuations
How we can help

Administration Support

CRA Representation

Including but not limited to
  • Correspondence
  • Negotiation and Payment Plans
  • Unfreeze Bank Accounts
  • Review CRA Accounts and Reconciliation

Accounts
Payable Management

  • Bill Payments 
  • AP Runs
  • Budgets
  • Forecast

Accounts Receivable Management

  • Collection Calls
  • Oil and Gas Invoicing Submission

WCB Annual Return

  • 6 Month Estimates
  • Representation and Consulting 
  • Claims 

Business and Systems Consulting and Implementation

  • Collection Calls
  • Oil and Gas Invoicing Submissions 
  • Business and Systems Consulting and Implementation
  • Inventory Consutling
  • Server Set Up
  • CRM 
  • Conversions

Representation to Professional Partners and Applicable Governments

Including but not limited to
  • Charterred Professional Accountant
  • Lawyer
  • Corporate Investor
  • Commercial Insurance and Group Benefits
  • Health and Safety
  • Mortgage Brokers
  • Business Valuators
  • Equipment Financing and Asset Lending
  • Banks and Secondary Lenders
  • Your Representative to the CRA/ Audits
  • CRA Negotiations/ Payment Plans and Disputes
  • PST Reporting (BC and Saskatchewan)
  • Inter-Provincial Regulations
  • AGLC and Liquor Licensing

Financial Statement Review and Advisement

Remote Support and Guidance

Inter-Provincial Regulations and Assistance

additional services we offer

Consultation Services

Software Implementation

Improve business systems, processes and time management
  • Business and Systems Consultation
  • Implementation and Training
  • QuickBooks 
  • Server Options Including MS Office and Adobe Programs
  • Telpay
  • Hubdoc
  • Conversions
  • Inventory Software
  • CRM

Consultation Services

Professional and informed business consultations
  • Business and Marketing Plans
  • Financial Reporting and Understanding Financials
  • Tax Planning
  • Shareholder Loans
  • Financials and Business Decisions

Valuations

Improve your position financially and operationally
  • In-Depth Analysis of Financial Position
  • Industry Fit Report
  • Strengths and Weaknesses Within Company
  • Recommendations for Improvement

The Legal Side

Keep current with provincial and industry regulations
  • Assistance with Corporate Registrations
  • Minute Book
  • Share Structure and Reorganization
  • Annual Reporting
  • Notice of Directors/ Shareholders
  • Address Changes
  • Amalgamations
  • Revival
  • Extra Provincial 
PLANS & PRICING

Our Pricing Plans

Start Up

1 Hour Start Up Consultation
Overall Company Review
CRA Set Up and Registration
Accounting Software Setup
Chart of Accounts
Start Up Costs
1 Hour Training
See what's included

Repair and Maitenance

1 Hour Start Up Consultation
Overall Company Review
Opening Balance
Data Entry of All Accounts
Reconciliation of All Accounts
Chart of Accounts Clean Up
Financial Statement Clean Up
Turn Key Ready
See what's included

Plan Add-ons

  • Monthly Time Packages
  • Remote Support
  • Payroll Package
  • Pick One of Our Monthly Packages