Smart Financial
Solutions.
Stop worrying about bookkeeping reconciliation or IRS/CRA files. Our CPA-supervised specialists manage your daily financial operations.
bookkeeping
Bookkeeping & Reconciliation
Monthly ledger maintenance & transaction mapping
Keep your books clean and up-to-date every month. We track every transaction, reconcile bank/credit cards, and deliver accurate P&L and Balance Sheet statements certified under CPA supervision. Built to integrate with QuickBooks and Xero.
accounting
CPA Supervised Accounting
High-end corporate reporting & compliance
Get comprehensive financial statements, strategic audits, end-of-year accounting closures, and executive-level balance sheet analysis. All monthly records are carefully verified by senior CPAs.
invoicing
Invoicing & Accounts Receivable
Automated billing systems & cash flow velocity
Create, schedule, and send professional invoices automatically. We manage client billing schedules, execute friendly follow-ups for outstanding accounts receivable, and optimize your cash flow collection rates.
payroll
USA & Canada Payroll Services
Statutory withholdings, T4/W-2s & direct bank deposit
Remove payroll headache. We compute salaries, withhold appropriate federal/state/provincial taxes, submit state deposits automatically, and issue year-end W-2s & T4s for your employees in USA and Canada.
tax-preparation
IRS Authorized Tax Prep
Corporate & individual returns & tax deductions maximization
Authorized IRS e-File provider and fully compliant with Canada Revenue Agency (CRA). We compile, balance, and file your annual corporation, partnership, or schedule-C tax returns with extreme attention to deductions.
financial-consulting
Expert Financial Consulting
Cash flow forecasting & modular CFO advisory
Understand your financial velocity. Get customized budget models, cash burn predictions, capital structuring advice, and monthly CFO consultations to help your enterprise make key business decisions.
Need a Custom
Service Plan?
Connect with us directly for a free bookkeeping diagnostic review, and let us design a personalized package for your company.
Request Free Consultation