Your Smarter Path to Profit

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• Monthly transaction categorization and reconciliation
• Bank and credit card account management
• GST tracking and bookkeeping support
• Basic financial statements (P&L and Balance Sheet)
• Reliable, up-to-date records ready for year-end
• Foundation-level support without advisory or cashflow management

   Everything in Essentials, plus:

• Payroll setup and ongoing processing
• Accounts receivable and payable tracking
• Support for increasing transaction volume
• Improved visibility into cash movement
• Structured systems to support team growth

Everything in Growth, plus all Financial Control Systems and:

• Payroll remittance filing with CRA
• Dedicated finance manager support
• Advanced BLUEPRINT integration strategies
• Customized financial dashboards & reporting
• Priority support & strategy calls

• Active monitoring of money coming in and going out
• Short-term cashflow forecasting (30–90 days)
• Accounts receivable and payable prioritization
• Early identification of cash gaps or pressure points
• Practical guidance on timing payments, payroll, and major expenses
• Designed to prevent cash surprises before they happen

• Clean, organized financial reports suitable for lenders and investors
• Monthly or quarterly financial snapshots (P&L, Balance Sheet)
• Key performance indicators and trend analysis
• Narrative support to explain the numbers clearly
• Preparation of lender- and partner-ready financial packages
• Designed to reduce friction when seeking financing or partnerships

• Ongoing review of expense categorization to maximize deductions
• GST efficiency and Input Tax Credit (ITC) tracking
• Payroll and owner compensation efficiency review
• Identification of common tax inefficiencies and missed opportunities
• Tax-aware planning discussions tied to real business activity
• Coordination with external CPAs or tax professionals as needed

A no-cost, no-obligation 30 min video call where we review your current bookkeeping setup, talk through your main financial pain points, and highlight 1–2 immediate improvements you can make. 

This is a structured conversation where we ask targeted questions about your business:

1. How money flows in and out (sales, receivables, expenses).
2. Your current challenges with cashflow, growth, or taxes.
3. Your goals for scaling or long-term planning.

We don’t bring answers yet this is about gathering the full picture directly from you.

What happens next: Within one week, we deliver a custom financial analysis document that outlines your top risks, and hidden opportunities.

This session helps you plan confidently around major financial or tax-impacting decisions.

When to Book:

• Adding a shareholder or partner
• Buying equipment or a vehicle
• Expanding into a new market or province
• Hiring employees or contractors
• Refinancing debt or adjusting compensation
• Reorganizing your corporation (e.g., holdco setup, new investments)
   

Purpose:
To review the financial and tax impact of major decisions before they happen, helping you avoid costly year-end surprises.