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Ready to take your business finances to the next level? Let us show you what modern technology and our proven processes can do to save you time and provide you useful financial information.

Grow your business with us

Bookkeeping Services

Bookkeeping is the foundation of all that we do. Let us handle your bookkeeping so you can focus on running your business. We partner with Xero and QuickBooks Online to develop seamless record-keeping and bookkeeping processes to save you time and ensure accurate reporting. This means you will know how your business is doing at all times.

Record Keeping / Filing: We use data extraction apps to extract key information from your receipts, invoices, and bills. No more data entry, no more filing. Like a great personal assistant, we do it for you. We can help you simplify & go paperless. Your important financial records are automatically organized for you, backed up forever, and available on any device. We help you create a secure digital filing cabinet in the cloud.

Monthly Bookkeeping: Our professional bookkeepers will look after your bookkeeping using Xero/QBO. Every month or depending on your business needs (some businesses may need weekly bookkeeping), we will categorize your income and expenses for the previous month and reconcile your bank accounts. We’ll shoot you a list of questions if we are missing documents or haven’t seen the transactions before. Your bookkeeping is then checked over by our Certified Practising Accountant (CPA) Manager before reports are sent out to you. You’ll receive a monthly financial report outlining your performance.

Accounting Clean-up: We strive to bring your accounting records up to a minimum level of consistency (GAAP) so that your financial statements, which your investors, the bank, and other creditors will rely on and analyze, provides an accurate picture of your company. Our clean-up will enable the users of your financial statements to cross-compare your performance across different companies. The clean-up consists of going through every account and verifying that the transactions recorded are (a)correct and (b)posted to the proper account. Multiple parties outside your business need your books, but they are also needed internally. Bad accounting information breeds bad business decisions. Also, bad accounting records will make it very tough to obtain funding or loans. In addition, it will turn off potential investors and make it harder to sell your business at a later stage.

Corporate Year-End Financial, Tax Returns, and Annual Audit

As we will be involved in the record-keeping and bookkeeping of your business, your year-end accounting will be streamlined. No endless lists of questions and information requests, just timely financial reports and tax filings.

Financial Statements: We will prepare year-end financial statements for your company that are customized for your business and easy to understand. We will discuss your financial statements and answer all of your questions, no matter how small. No such thing as a silly question!

Corporate Tax Returns: We will liaise with designated tax accountants appointed by your company to prepare and file your corporate tax return on-time and in a timely manner so that any taxes owing are known in advance. This will also help your business avoid potential penalties.

Annual Audit: At the end of the financial year, we will also liaise with auditors appointed by your company to ensure your annual audit will be smooth and completed nice and early. As well as providing you with a comprehensive digital package, your auditor and tax accountant may be granted access to your Xero/QBO file to view any needed financial information.

Chief Financial Officer (CFO) Services

We believe that every entrepreneur deserves a CFO. We will help you get your business to the next level by helping you understand where you stand financially and where you can improve. We want to hear about your obstacles, so we can help you tackle them. Were also here for any questions you have regarding your business finances. Trust us, were real people who genuinely care about you and your business.

Strategy Discussion: We love talking about business goals and strategy. As fellow entrepreneurs, we think about this stuff a lot. Its what makes us tick! Lets define success for your business, create goals, and make a plan to achieve them. We‘ll dig deeper into your financials to look for areas of improvement and opportunities.

Accrual Basis Reporting: If you want to improve your management reporting, we can take your accounting to the next level. If you have a board of directors to report to or are financially savvy yourself, this is the service for you. Your dedicated CPA Manager can prepare accruals every month to ensure your reports portray comparable information from month to month.

Budgeting and Forecasting: Want to turn your success into an actionable goal with a plan? We can help you build a budgeting and forecasting report for the year and compare it against your performance to help you achieve your goals.

Tax Planning: The year-end is a great opportunity to implement tax planning. We’ll look at the whole picture, including your company and your personal taxes, so that you don’t pay any more tax than is necessary. We aim to save you as much money as possible, as every little count for small businesses!

Bookkeeping Service

Bookkeeping is the foundation of all that we do. Let us handle your bookkeeping so you can focus on running your business. We partner with Xero and QuickBooks Online to develop seamless record-keeping and bookkeeping processes to save you time and ensure accurate reporting. This means you will know how your business is doing at all times.

Record Keeping / Filing: We use data extraction apps to extract key information from your receipts, invoices, and bills. No more data entry, no more filing. Like a great personal assistant, we do it for you. We can help you simplify & go paperless. Your important financial records are automatically organized for you, backed up forever, and available on any device. We help you create a secure digital filing cabinet in the cloud.

Monthly Bookkeeping: Our professional bookkeepers will look after your bookkeeping using Xero/QBO. Every month or depending on your business needs (some businesses may need weekly bookkeeping), we will categorize your income and expenses for the previous month and reconcile your bank accounts. We’ll shoot you a list of questions if we are missing documents or haven’t seen the transactions before. Your bookkeeping is then checked over by our Certified Practising Accountant (CPA) Manager before reports are sent out to you. You’ll receive a monthly financial report outlining your performance.

Accounting Clean-up: We strive to bring your accounting records up to a minimum level of consistency (GAAP) so that your financial statements, which your investors, the bank, and other creditors will rely on and analyze, provides an accurate picture of your company. Our clean-up will enable the users of your financial statements to cross-compare your performance across different companies. The clean-up consists of going through every account and verifying that the transactions recorded are (a)correct and (b)posted to the proper account. Multiple parties outside your business need your books, but they are also needed internally. Bad accounting information breeds bad business decisions. Also, bad accounting records will make it very tough to obtain funding or loans. In addition, it will turn off potential investors and make it harder to sell your business at a later stage.

Corporate Year End Financial Report, Tax Return and Annual Audit

As we will be involved in the record-keeping and bookkeeping of your business, your year-end accounting will be streamlined. No endless lists of questions and information requests, just timely financial reports and tax filings.

Financial Statements: We will prepare year-end financial statements for your company that is customized for your business and easy to understand. We will discuss your financial statements and answer all of your questions, no matter how small. No such thing as a silly question!

Corporate Tax Returns: We will liaise with designated tax accountants appointed by your company to prepare and file your corporate tax return on-time and in a timely manner so that any taxes owing are known in advance. This will also help your business avoid potential penalties.

Annual Audit: At the end of the financial year, we will also liaise with auditors appointed by your company to ensure your annual audit will be smooth and completed nice and early. As well as providing you with a comprehensive digital package, your auditor and tax accountant may be granted access to your Xero/QBO file to view any needed financial information.

Chief Financial Officer (CFO) Services

We believe that every entrepreneur deserves a CFO. We will help you get your business to the next level by helping you understand where you stand financially and where you can improve. We want to hear about your obstacles, so we can help you tackle them. We’re also here for any questions you have regarding your business finances. Trust us, we’re real people who genuinely care about you and your business.

Strategy Discussion: We love talking about business goals and strategy. As fellow entrepreneurs, we think about this stuff a lot. Its what makes us tick! Lets define success for your business, create goals, and make a plan to achieve them. We‘ll dig deeper into your financials to look for areas of improvement and opportunities.

Accrual Basis Reporting: If you want to improve your management reporting, we can take your accounting to the next level. If you have a board of directors to report to or are financially savvy yourself, this is the service for you. Your dedicated CPA Manager can prepare accruals every month to ensure your reports portray comparable information from month to month.

Budgeting and Forecasting: Want to turn your success into an actionable goal with a plan? We can help you build a budgeting and forecasting report for the year and compare it against your performance to help you achieve your goals.

Tax Planning: The year-end is a great opportunity to implement tax planning. We’ll look at the whole picture, including your company and your personal taxes, so that you don’t pay any more tax than is necessary. We aim to save you as much money as possible, as every little count for small businesses!