Receivables and payment workflows
Make it easier for customers to pay by card, recurring charge, payment link, Interac or EFT, then reconcile gross sales, fees, refunds and deposits.
Build a faster payment workflowChoose your starting point
Some businesses need a clean monthly rhythm. Others need six overdue months untangled first. Each service is scoped around the condition of the records and the result you need.
Make it easier for customers to pay by card, recurring charge, payment link, Interac or EFT, then reconcile gross sales, fees, refunds and deposits.
Build a faster payment workflowOrganize bills, supplier records, approvals and payment schedules so owners can see upcoming obligations before cash leaves the account.
Organize payablesUse a reliable profit and loss statement, balance sheet, cash view and aging reports to understand what changed and what needs attention.
See reporting optionsReconcile accounts, review transactions, resolve questions and deliver consistent month-end reports on an agreed schedule.
Explore monthly bookkeepingUse secure document handling, scheduled reviews, bank and credit-union records, and cloud accounting software without routine office visits.
Discuss online serviceKeep payroll entries, remittance records, employee changes and year-end information aligned with the general ledger.
Review payroll recordsReconcile tax collected, input-tax-credit documents and filing-period balances so the return is supported by the books.
Organize HST recordsBring overdue periods current with a staged plan that prioritizes filing, financing and year-end deadlines.
Get stress reliefCorrect unreconciled accounts, duplicate entries, opening balances and structural problems so the reports can be trusted.
Clean up the booksEstablish software, accounts, opening balances, document collection and the reporting rhythm for a new or reorganized business.
Set up the workflowPrepare reconciled records, supporting schedules and clear questions for a cleaner handoff to the tax professional.
Prepare for year-endWork within the accounting platform already in use, review the file structure and improve the monthly record workflow where needed.
Discuss your softwareOrganize Bitcoin, Ethereum, exchange and wallet transaction records, Canadian-dollar values, fees and owned-wallet transfers.
Review crypto recordsNot sure which service fits?
We will identify what is behind, what should happen every month, and which next step will reduce the most stress.
A practical recommendation
Start with monthly bookkeeping and improve how records arrive.
Scope catch-up and cleanup before setting the ongoing close.
Review receivables, payment options and deposit reconciliation.
Reconcile the books and prepare the schedules the tax professional needs.