Business Management

This is where the fun starts!


It is through the bookkeeping that we can guide our clients to the next step in educating our business owners on their business. The bookkeeping allows us to understand you, as a business owner, how you make business decisions (financially) and, most importantly, that we are looking at accurate financials – THAN we can now better guide you to what you really need and how we can truly help you!

We have Business Support and Business Management Options:


We can also include the following services with your bookkeeping!

CRA Representation Including but not limited to;


  • Negotiations and Payment Plans
  • Unfreeze bank accounts
  • Review CRA accounts and reconciliation

Accounts Payable Management

  • Bill payments (Online, Cheque and PAD)
  • AP Runs
  • Budgets
  • Forecast

Annual Return

  • 6 month estimates
  • Representation and Consulting
  • Claims

Accounts Receivable Management

  • Collection Calls
  • Oil and Gas Invoicing Submission (Online Accounts: Cortex, ADP, ALTO and more…)

Financial Statement – Review and Advisement

Remote Support and Guidance

Inter-Provincial Regulations and Assistance

Business and Systems Consulting
and Implementation

  • Collection Calls
  • Oil and Gas Invoicing Submission (Online Accounts: Cortex, ADP, ALTO and more…)
  • Business and Systems Consulting and Implementation
  • Software Implementation
  • Inventory Consulting
  • Server Set up
  • CRM
  • Conversions

Representation to Professional Partners and applicable governments including but not limited to;

  • Chartered 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 Sask)
  • Inter-Provincial Regulations
  • AGLC and Liquor Licensing


Software Implementation

Let’s work on systems, processes and time management! Is there an easier way to integrate the many steps and procedures that you may currently have in place? Let’s figure it out together…

  • Business and Systems Consultation
  • Implementation and Training
  • QuickBooks Desktop and Online Versions
  • Server Options including MS Office and Adobe programs
  • Telpay (payroll and AP/CRA Bill payments)
  • Hubdoc
  • Conversions
  • Inventory Software
  • CRM

Consultation Services

Get a clear perspective on important life and business decisions.

  • Business Plans/Marketing Plans
  • Financial Reporting and understanding your financials
  • Tax Planning and what are your options
  • Shareholder Loans – what really does this mean to you?
  • What does your financials say and how can I make better business decisions


Assist your business to improve its position financially and operationally to get to the next level.

  • In-Depth analysis of your financial position
  • Report identifying where you fit within your industry
  • Strengths and Weaknesses within your company
  • Recommendations for Improvement

The Legal Side

You might not know this…. but there is a legal side of business that most owners are unaware of, obligations within your jurisdiction and keeping current within the Province you are in. Rules, Regulations and repeat!

  • Assistance with Corporate Registrations (but not limited to)
    • Minute Book
    • Share Structure and Re-Organization
    • Annual Reporting
    • Notice of Directors/Shareholders
    • Address Changes
    • Amalgamations
    • Revival
    • Extra Provincial

Still Not Convinced? Let Us Help!

Our Team is available to help answer any questions you may have about our products and services. Do not hesitate to contact us to better assist you today.

Lets Connect