Our Services
No retainers. No subscriptions. Fixed project fees with a clear quote before we start.
Clean books. Clear picture
Essentials
If your accounts are unreconciled, your accounting software is a mess, or nobody has properly touched your books in months, this is where we start. We assess your current setup, estimate the time required, and give you a fixed quote before any work begins. No surprises, no open-ended billing.
We restructure your chart of accounts, reconcile historical transactions, clean up misclassified entries, and make sure your bank accounts, credit cards, and payables all tie out properly. By the end you'll have clean reliable financials you can hand to your accountant, bank, or investors without hesitation.
What's included:
✓ Chart of accounts restructure
✓ Historical transaction reconciliation
✓ Bank and credit card reconciliations
✓ Misclassified entry corrections
✓ Process documentation
✓ One follow up call after delivery
Works with:
QuickBooks · Xero · Sage · Wave · FreshBooks
Pricing:
From $999 - most projects $999 to $3,500. Exact quote provided after free consultation
Professional
You have a business that's growing but your financial infrastructure hasn't kept up. Month-end close is inconsistent, reporting is delayed, and you're making decisions without reliable numbers. This engagement fixes that permanently.
We implement a disciplined month-end close process with clear ownership, deadlines and checklists your team can follow every month after we're gone. We build cash flow forecasting models, set up budget vs actual variance reporting, and document your internal controls so there are no gaps in your financial oversight.
Think of this as hiring a Controller for 4 to 6 weeks except we build the systems and transfer the knowledge so your team can run it independently long after the engagement ends.
What's included:
✓ Month-end close process implementation
✓ Financial reporting framework
✓ Budget vs actual variance reporting
✓ Cash flow forecasting model
✓ Internal controls documentation
✓ Full knowledge transfer to your team
Works with:
QuickBooks · Xero · Sage · Microsoft Dynamics · NetSuite
Pricing:
From $1,999 — most projects $1,999 to $5,000. Exact quote provided after free consultation
Stop guessing. Start reporting.
Big 4 expertise.
No Big 4 price tag.
Advisory
This is for businesses where the financial stakes are high and the margin for error is low. You are preparing for an audit, raising capital, managing multiple entities, or dealing with complex IFRS requirements your current team is not equipped to handle.
With over 10 years across Deloitte, PwC, and three TSX listed public companies this is the work I have spent my career doing at the highest level. You get that experience applied directly to your business, no junior staff, no layers, no Big 4 billing rates.
On the audit side we build every schedule, reconciliation and working paper your auditors will ask for and liaise directly with them throughout the process. On the technical accounting side we prepare formal IFRS position papers covering lease accounting, share-based compensation, asset retirement obligations, foreign exchange and exploration expenditure treatment.
What's included:
✓ Full audit preparation and auditor liaison
✓ Technical accounting memos -IFRS, US GAAP, CAS and ASPE
✓ Multi-entity consolidation packages
✓ MD&A preparation and review
✓ Due diligence support
✓ Share-based compensation and lease accounting
✓ Foreign exchange analysis
✓ Ongoing advisory access during engagement
Works with:
SAP · Oracle · JD Edwards · Microsoft Dynamics · NetSuite · QuickBooks
Pricing:
From $3,499 - most projects $3,499 to $15,000+. Exact quote provided after free consultation
A free 30-minute consultation where we assess your situation, estimate the time required, and give you a fixed quote. You know the exact cost before we start. No surprises, no open-ended billing, no commitment required.
Every Engagement Starts The Same Way