Professionals & Service Providers.
Consultants & operators
Professionals and service providers run on hours and craft. Consultants, agencies, studios, contractors and licensed professionals all bill differently but share the same core need: books that reflect how you invoice, project-level visibility into what's making money, and accounts receivable (AR) you can act on before it becomes a cash flow problem.
Specialized support.
Bookkeeping, admin, and the project-side details, handled in one place.
- Monthly bookkeeping, bank and credit card reconciliation, adjusting entries and management reports kept current.
- Chart of accounts, opening balances and app integrations set up around retainers, projects, invoices and payments.
- Job costing and cash flow tracked per project, retainer and engagement.
- Payroll, T4s, T4As, GST/HST/PST, PD7A, WorkSafe/WCB, EHT and CRA remittances handled.
- Client invoicing, vendor payments, AR/AP tracking and cash flow visibility managed as part of the monthly work.
- Reimbursable expenses, pass-throughs and true overhead tagged separately.
- Professional liability, licensing fees and regulatory dues tracked and categorized as deductible expenses.
- Admin support for renewals, subscriptions, onboarding paperwork and routine back-office follow-up.
- Periodic margin reviews — including billing structures and cost trends — with notes on what to act on.
Project control.
The day-to-day difference when projects, invoices, costs and payroll stay organized.
- Knowing which clients and projects make you money.Without proper job costing, most service businesses are running on a hunch. With the numbers in front of you, you stop spending energy on the work that isn't paying.
- Invoices that get paid sooner.Active AR follow-up means money lands in the bank weeks earlier, without you having to be the one chasing it. Cash in the account, not in a forecast.
- Confidence pricing the next engagement.When you know your real margins, quoting stops being a shot in the dark. You can take on new work without the lingering doubt that you've underquoted again.
- Reimbursables that don't come out of your own pocket.Pass-throughs, project expenses and true overhead stay separate, so you're not subsidizing client work.
- Payroll and CRA filings on autopilot.Whether you have employees, subcontractors or both, T4s, T4As and remittances are handled before deadline. No late penalties. No last-minute scramble. No CRA letter.
- Quarterly clarity instead of year-end surprises.A short written summary every quarter, so trends like rising costs, shrinking margins or slow-paying clients show up while there's still time to act on them.
Questions from service operators.
The quick version. For the full list, including industry-specific questions, visit our dedicated FAQ page.
See all FAQ questions →We bill on retainer and milestone. Can you track that properly?
Yes. Retainer income, milestone billing, hourly engagements and project-based revenue all need to be recognized correctly. We structure your books to reflect how you actually bill so your financials are accurate and meaningful, and you can see project-level profitability month over month.
We have trust accounts. Can you handle those?
If your industry requires a regulated trust account (legal, real estate, notary), we record the bookkeeping side under your firm's regulatory rules. Trust account compliance and reconciliation sign-off remain with the licensed practitioner, but the day-to-day record-keeping and reporting around it can sit with us.
We're a small team and things have been informal. Can you help us get more structured?
That's one of the most common situations we work with. We'll assess what's there, get everything organized and set up a clean system going forward. You don't need to have it together before reaching out.
Can you act as a contact point for HR or employment matters?
Yes. For businesses that want to keep the owner removed from sensitive employment situations, we can serve as an administrative contact point for former employees, reference requests and employment record inquiries. It keeps things professional and documented on both sides. We are not a substitute for an HR consultant or employment lawyer, and we route any sensitive employment situation back to the business owner or to a qualified professional.
Do you sign NDAs?
Yes. If your work involves sensitive client information or you operate in a regulated industry and need a formal confidentiality agreement in place before sharing financial records, we're comfortable with that.