Financial Operations

Financial Operations is designed for business owners who have outgrown DIY bookkeeping or Business Foundations. You’re earning revenue, want clear, reliable financials, and need ongoing support to keep your money flowing smoothly.

If you notice discrepancies between your P&L and your bank account, are still waiting to take a steady paycheck, or want more clarity and actionable insights from your numbers, this service is the right next step. With my expertise as a CPA, you’ll have accurate, compliant books and the confidence to make smarter business decisions.

Everything included with Business Foundations, plus:

• Reconciled accounts to ensure your records match your bank statements.

• Clear financial statements, including Profit & Loss and Balance Sheet, delivered quarterly with actionable insights.

• Your books are reviewed monthly, so any issues or opportunities are caught and addressed in real time.

• Simple trend reporting to track income, expenses, and cash flow.

• Expert oversight to turn accurate numbers into meaningful insights for smarter business decisions.

By taking bookkeeping and taxes off your plate, you free up time and mental space to focus on your clients and scaling your business. Plus, a clean financial setup provides clarity, reduces stress, and gives you insights to make smarter business decisions.

Business Foundations sets up your books, ensures compliance, and gets you out of DIY mode. Financial Operations keeps everything accurate on an ongoing basis and adds reliable reporting and insights. With my CPA expertise, you gain clarity and confidence in your day-to-day financial management.

Your books and statements are maintained on an ongoing basis, typically monthly with quarterly reporting, depending on your needs. With my oversight, you’ll always have accurate numbers and a clear picture of your finances.

Optional payroll support is available if your business requires it. For simpler payroll needs, it can be handled in-house, while more complex payroll may be managed through a trusted outsourced solution. Either way, I work closely with your payroll provider to ensure everything is accurate, compliant, and fully integrated with your bookkeeping, giving you peace of mind and reliable financials.

Simply reach by clicking on Let’s Connect, message me on What's App (306-580-2300) or select the form under the Contact menu. We’ll discuss your current setup, goals, and how to make the transition from DIY to done-for-you finance support.

• Billed as a monthly fee, starting at $500 per month

• Pricing depends on the complexity of your business and level of support required

• Some situations may include a one-time startup fee if your books need cleanup or restructuring

• A cost-effective alternative to hiring a full-time accountant, giving you CPA-level expertise and support without the full-time salary