Monthly Financial Management

Monthly Financial Management is designed for business owners who have outgrown DIY bookkeeping or just don't like doing it. 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.

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

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

• Monthly review of your books, so issues or opportunities are caught and addressed in real time

• Trend reporting to track income, expenses, and cash flow.

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

• Income tax, GST and PST filings where applicable. Note: tax services require a minimum commitment.
• Direct access to ask questions as they come up

When your books are current every month, you're never working off a guess. You'll always know what's available to spend or save, roughly what you'll owe come tax season, and where your business actually stands, not where you think it stands. That's what makes it possible to raise your rates with confidence, plan a major purchase, or simply pay yourself consistently, instead of reacting after the fact.

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.

Most likely, yes if you have a high transaction volume or carry inventory. Accounting-specific software (typically QuickBooks Online) is part of how the service runs efficiently.

Setup cost may be additional but ongoing use are included, so you'll always have access to clear reports without needing to become a spreadsheet expert.

Monthly Financial Management is built around year-round bookkeeping — your monthly fee covers the current year going forward. If your books need catching up for prior months or a prior year, that's scoped and quoted separately as a one-time cleanup project before your monthly service begins.

Because income tax, GST, and PST filings are included as part of this service, a minimum service commitment applies, details are confirmed when we set up your engagement.

Quarterly Review is built for lower transaction volume, up to about 45 transactions a month, where you're doing your own day-to-day entry and a quarterly check-in is enough to stay accurate and compliant.

Monthly Financial Management is built for businesses that have outgrown that. At higher transaction volume, more is happening every week: more invoices, more expenses, more room for something to get miscategorized or missed. Letting that sit for three months means errors compound, cash flow becomes harder to track accurately, and you lose the chance to catch a problem while it's still small.

Monthly bookkeeping and review means everything is handled and checked as it happens, so your numbers are current and nothing has time to pile up.

Tax Filings are fully included rather than offered at preferred pricing. Note: tax services require a minimum commitment.

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