How We Work
A simple 3-step process and flexible support options that fit your business.
Discovery Call
We start with a free consultation to understand your books, business, needs, and goals.
Review & Organize
We reconcile accounts, organize receipts, and ensure your records are clear, accurate, and up to date.
Ongoing Support
Move forward with confidence — knowing your books stay current and reliable.
We work with secure, trusted platforms you already know:
Service Styles to Fit You
Choose remote/virtual, on-site, or a hybrid approach — built around how you like to work.
Remote/Virtual
We manage your books securely through cloud-based software, giving you real-time access to your financials anytime, anywhere. With video calls, client portals, and automated updates, you get the full convenience of virtual service combined with reliable hands-off remote support.
On-Site
Prefer an in-person presence? We come directly to your location to handle bookkeeping alongside your team, ensuring everything is organized and aligned right where you work.
Hybrid
A flexible mix of cloud-based virtual efficiency and on-site presence — tailored to your comfort and business needs.
Industries We Support
Trusted by organizations and small businesses across Elgin County & Southwestern Ontario
Frequently Asked Questions
How long does a catch-up usually take?
It depends on the months to reconcile and volume of transactions — most projects complete within 4–8 weeks.
What access do you need?
Secure, cloud access to your accounting software and bank feeds is ideal. If sending bank statements is preferred, this can be arranged, but it becomes the client’s responsibility to provide all statements and documents on time.
Do you work with our year-end accountant?
Absolutely. We deliver clean, reconciled books and coordinate handoff for a smooth year-end. If you don’t have an accountant, we’re happy to connect you with a recommended partner in London and/or Elgin County.
Ready to Find Your Best-Fit Support?
Let’s match your business with the right service style and a clear next step.