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Balanced Bookkeeping & Tax Services

Services Built for Your Stage of Business

We offer flexible pricing plans for whatever stage your business is at. We can also work with your accountant, or recommend one of ours who specializes in your field.

Monthly and Quarterly Bookkeeping

Keep your books up to date with accurate transaction recording, reconciliations, and financial reports so you always know where you stand.

Catch-Up Bookkeeping

Get your books back on track quickly with backlogged transaction cleanup and organized records.

Accounts Payable

Manage vendor bills, approvals, and payments with accurate tracking and timely processing.

Outsourced and Part-Time Controller

Controller-level financial oversight, reporting review, and process support without full-time overhead.

Cloud Document and Receipt Management

Organize invoices, receipts, and supporting files in a secure cloud workflow for easier bookkeeping.

Software Setup and Bookkeeping

Set up and optimize your accounting software so bookkeeping workflows are clean, consistent, and scalable.

Support for Accountants, CFOs, and VPs of Finance

Flexible bookkeeping support for finance leaders who need clean books and reliable operational backing.

Tax Preparation & Filing

Business and personal tax preparation, CRA compliance support, and proactive tax planning to minimize liability and meet Canadian deadlines.

Financial Reporting

Clear, timely financial statements and reports so you can make data-driven decisions about cash flow and growth.

Payroll Management

Canadian payroll processing, tax withholdings, and CRA compliance so your team gets paid correctly and on time.

Bank & Credit Card Reconciliation

Regular reconciliation of accounts to ensure accuracy and catch discrepancies early.

Sales Tax Reporting and Filing

Sales tax tracking, filing, and compliance support for your business obligations.

Service Pages

Explore focused support for Bookkeeping, Taxes, Controller Duties, and Training.

Behind on books support
Bookkeeping, cash flow, payroll, and financial services

Financial Record Reset

Bring your financial records up to date by reconciling past transactions, organizing accounts, and ensuring your books are accurate and CRA-ready. Packages start at $1,500/year.

Financial records and calculator

Who We Work With

  • Small to medium-sized businesses
  • Franchise and multi-location companies
  • Property management
  • Dentists and doctors
  • Restaurants and hospitality
  • General contractors and subcontractors
  • Health and wellness
  • Chiropractors
  • Daycares and preschools
  • Startups
  • Wedding and event planners
  • Real estate agencies
  • Cleaning businesses

If you can plan it, we can support it.

Bank reconciliation process
Accounting and payroll services

Need a Custom Package?

Tell us about your business and we'll create a plan that fits.

Contact Us