Bookkeeping, accounting, and business advisory solutions In Ottawa

An all-women accounting firm empowering family-owned restaurants & retail businesses to simplify operations and amplify savings through personalized, forward-thinking solutions.

BUILD A BUSINESS THAT LASTS WITH AN ACCOUNTING FIRM THAT HAS YOUR BACK

The restaurant and retail industries are unique and come with their own unique considerations – tips, weekly reporting periods, staff and inventory metrics… So when it comes to maintaining financial health, creating a smoother operational cycle, and optimizing as a family-owned restaurant or retail business, you need an accounting firm that speaks your language.

We speak your language.

WE OFFER PERSONALIZED SOLUTIONS FOR YOUR FAMILY-OWNED RESTAURANT OR RETAIL BUSINESS

We know the nuances of what “great” financials look like in your industry and are trained to identify the changes that need to be made to get you there.

Bookkeeping + payroll

Subscription fixed rates

Corporate & Personal TAxes

Cloud-based Bookkeeping & Payroll

You’ll thank yourself (and us) later when you’re no longer spending hours a week in your office trying to make sense of payroll, track inventory costs, pay vendors, manually reconcile your accounts, and confidently decipher what your profits are. 

Leave it with us. We’ll serve you 100% virtually and 100% securely with cloud accounting software, cloud-based filing cabinets, and personal cloud logins.


The Perks

  • Instantly Access Real-Time Numbers

    … with up-to-the-minute financial statements and the numbers you need to know to help you run the show. Like, what you made and what you discounted that day, your labour & supply costs for the week, and how you might use those insights to make better decisions for your business in the future.

  • Securely Upload Receipts

    … automatically and stay organized. No need to box up papers, mail, or find time to drop documents off at our office. We’ll get you set up, the rest is just a click away.

  • Save Time and Money

    … and get up to date: Cash flow projections and sales target tracking are readily at your fingers from any device. Use them as a guide post to identify ways to increase revenue, set sales targets for staff, and make decisions about the growth of your business.

  • Audit-Ready Your Books

    … Ensure filings and payments for CRA programs are done on time and done correctly.

  • Ongoing Support

    … Ask us questions anytime and get real-time feedback! We know that your business and its needs can change in cycles and seasons, so we mean it when we say we’re here to help you when and how you need it.

  • Grow Your Business

    … Focus on what you do best, we’ll focus on keeping more money in your business

Bookkeeping isn’t one-size-fits-all, so our services are customized to your needs.

Contact us for a custom quote

ONLY PAY FOR WHAT YOUR BUSINESS NEEDS

Fixed Subscription Rates

Focusing on the growth of your business means we are here to help nurture it effectively at each and every stage. This means adjusting our services and recommendations based on where you’re at right now and where you want to be.

By using subscription-based flat-rates pricing, our costs are fixed, expected, consistent, and, best of all? No surprise bills at the end of the month like the ones that are to be expected with hourly billing.

And your monthly fee only changes when your needs do, and never without a heads up.

Services Available

  1. Financial Statements Preparation & ongoing communication about what it all means

  2. Maintenance of the general ledger, accounts receivable, and accounts payable

  3. Reconciliation

  4. Monthly & Quarterly Reports.

  5. Government Remittances

  6. Tax Planning, Optimization, and Filings

    1. Payroll Services

    2. T4s, T4As, W.S.I.B., EHT, ROE, T5s

    3. Year-end filing for payroll account

    4. Payroll Tax (calculation & submission)

  7. Cloud Bookkeeping System Setup

Cost Analysis

We’ll find you the best prices, so you don’t have to.

Whether it’s for insurance, small wares, sourcing suppliers, or something else entirely, we’ll find you the best rate available so you can put those dollars toward the growth of your business.

25% of projected annual savings 
(minimum fee of $650)

Business Consulting

Want guidance on how to improve and optimize your cash flow, draft a solid operational budget, choose an inventory costing method that fits your business, or accurately forecast your sales and profits?

We’ve got you covered. Let’s chat.

Consultations at $250/hr

LET US WORRY ABOUT YOUR TAXES

  • Whether you’re a sole proprietor, rental property owner, employee or student, we’ll take the confusion and stress out of filing your tax return. We know the tax credits & deductibles available to you, so we’ll make sure you get the best results possible, your taxes are filed on time, and you understand what is going on every step of the way.

    Starting at $150/return

    See our Price Guide for more details.

  • We’ve studied the ins and outs of corporate accounting so that you don’t have to. We’ll make sure your tax return is filed on time and done correctly – so that your return offers the best results possible.

    Starting at $500

    See our Price Guide for more details.

The Tools We Use

  • Wagepoint

    No ifs or buts about it, you need staff to run your business. And to maintain strong relationships with your best staff, you must ensure they’re being paid correctly and on time.

    Wagepoint is the all-in-one payroll software that checks every box of what makes up a solid payroll solution.

  • People by Wagepoint

    Simplify and streamline your human resources tasks so that you can feel confident that your staff feels taken care of.

    With People by Wagepoint, you can securely store employee paperwork, easily schedule employee reviews, and optimize your new hire workflows.

  • Quickbooks

    Running a restaurant or retail business is complicated enough. You need accounting software that will make life easier.

    Easily track your profits and expenses and how changes to your operations affect your bottom line – with Quickbooks.

Feeling a very real resistance to getting yourself set up with the tools you need to streamline your business finances and make tracking your profits as efficient as possible?

We’ve got you covered. Let’s simplify and optimize your systems!

MORE THAN CONSULTANTS, THINK OF US AS A PART OF YOUR TEAM

The Robin to your Batman, the Shaq to your Kobe, the front of house to your back of house – if there is a better or more efficient way to do something, we are right by your side with our thinking caps on, ready to help.

10

DEGREES/CERTIFICATIONS OBTAINED

5,417+

CUPS OF COFFEE CONSUMED

50+

YEARS OF EXPERIENCE COMBINED

161

CLIENTS WE HAVE WORKED WITH

How it works

Step 1: Book a Consult

First, we’ll get clear on exactly what your business needs and where you need the most support. Click here to get started.

Step 2: Get a Quote

Based on our call, we’ll send over a personalized proposal laying out the services we feel we’ll support you and what you can expect to pay each month.

Step 3: Get Set-up

During this stage, our team will get your business set up with your new cloud bookkeeping system and anything else we’ve discussed.

Step 4: Get Back To Business

You get back to focusing on what matters – building a business & living your life – we’ll focus on keeping as much money in your business as possible.

 THE QS YOU MIGHT BE ASKING YOURSELF

  • Bookkeeping is just a small part of accounting and where we come in goes beyond spreadsheets and receipt tracking.

    Growing a business in this industry is no easy feat. That’s why we take a 360 look at your internal operations and find ways to optimize your cycle and decrease costs. Beyond tax savings, we look at things like insurance, mortgage, payroll, platforms, and even inventory.

    The value isn’t in data entry but in robust, strategic thinking to move your business forward.

  • Bookkeeping and accounting services aren’t one-size-fits-all. Our services are customized to your needs and therefore so are our prices.

    We’ll get clear on exactly what your business needs on a consultation call. Then we’ll send over a personalized proposal laying out the services we feel will support your needs and the associated pricing.

    Looking for costs on our non-bookkeeping services? Take a look at our Price Guide.

  • Imagine what you could do by getting back 40+ hours back... that’s essentially almost a week you could be on vacation with your family. And that’s what efficient systems can do for your business. That’s why we specialize in helping you simplify and streamline in all the best ways possible.

    No more digging around your binder for a lost receipt ever. And even better - we take care of all the logistics of setting it up and maintenance. So really, you have nothing to lose and only time doing what you love to gain.

  • Totally! There are so many free resources out there - but those only get us so far. As businesses grow and evolve, there are more things to manage, and sometimes it helps to bring in an expert to guide you through the decisions that go beyond receipt tracking and data entry.

    Sometimes, the value of doing nothing is greater than the investment. From cost savings to a smoother operational cycle, we are in the business of giving you back more time, more money, and more brainpower. And those things are priceless.

  • It’s a no-judgment zone here. We all have our strengths, and our job is to get you back on track, so you feel empowered, organized, and confident in your business. We are open books, so ask us anything, and we’re more than happy to collaborate and help in any way that we can. We are an extension of your team.

  • Here’s the thing, we have experiece working in the restaurant/retail space, and we know the operational cycle like the back of our hand. That’s a perk of working with people who know the industry. We are fast learners and can get up to date pretty quickly with your numbers and goals. Once we do, there’s no need to manage us. Consider us your operational sidekick and advisor.

  • The restaurant and retail industries are unique and come with their own unique considerations – tips, weekly reporting periods, staff and inventory metrics… So when it comes to maintaining financial health, creating a smoother operational cycle, and optimizing as a family-owned restaurant or retail business, you need an accounting firm that speaks your language. We speak your language.

    With over 50 years of experience amongst us, 10 degrees/certifications in Accounting, Bookkeeping, and Finance, our team has a passion for supporting you with your business dollars. More than that, after a decade of working alongside restaurants like The Lieutenant's Pump and retailers like Stacey Martin Lifestyle, we know what works in your industry. Find out more about us here.

  • Our team is ready to get started whenever you are. Click here to book a complimentary consult.

  • Certified professional bookkeepers of Canada - certification
  • quickbooks online certification
  • Wagepoint Certified
  • Quickbooks Desktop Certified

Let Us Help You Take Charge Of Your Dollars

It goes far beyond crunching numbers and putting together spreadsheets. It’s about understanding those numbers and how they can help you make financial decisions. We simplify your operations, cut out the noise, and boost your bottom line so you can focus on what matters.

You’ve got enough on your plate. Let us make sense of the numbers. 

Ready to offload your bookkeeping + accounting to a team of professionals who specialize in family-owned restaurant and retail accounting and 100% have your back?