Services for Businesses
We give you confidence in your accounting. We know running a business comes with enough challenges—your accounting shouldn’t be one of them.
Monthly Bookkeeping
We handle your bookkeeping every month, keeping your records accurate and up to date. Perfect for new and small businesses, this service ensures your finances stay organized while you focus on growth.
- Fully-handled QuickBooks Online
- Hassle-free receipt and invoice management
- Record payroll transactions
- Bank and credit card reconciliations
- Monthly draft income statement, balance sheet, and cash flow statement
- Sales tax filing
- Seamless coordination with your CPA firm for year-end tax filing
Monthly Financial
Controller Service
We monitor your business and provide valuable advice to help you grow. Ideal for start-ups and growing businesses with strong sales.
- Monthly bookkeeping
- Company branded internal financial statements
- Profitability and cashflow budgeting/forecasting over a three or five year timeline
- Proactive Tax Guidance
- Customized fractional controller services to fill gaps in payroll and mitigate the need for expensive full time hires
Compilation
Engagements
Year-end financial statements are prepared by a CPA, ensuring accuracy and compliance. Get clear, professional reports that help you understand your business’s financial position.
- For when third-parties need confidence in your year-end financial statements
- You may need compiled financials if you plan on selling your business, need to apply for a loan or mortgage, or are applying for a corporate credit card
Year-End Tax Filing
For both corporate and proprietorship (personal) businesses, we ensure accurate and compliant tax filings. Whether you’re managing a corporation or operating as a sole proprietor, we help you navigate tax requirements with confidence.
- Year-end financials prepared by a CPA
- Income and sales tax filing with the CRA
- Complimentary accounting software setup to make next years tax filing more efficient
Canadian Tax Advisory
Our tax advisory services cater to both corporate and personal tax needs, providing expert guidance to optimize your tax strategy and ensure compliance.
- Big firm knowledge, remote firm price point
- Proactive Tax Planning
- Custom Solutions for Your Business
- Year-Round Support
Business Launch
Package
Everything you need to launch your business! From registration to financial setup, we provide the essential tools and guidance to launch your business with confidence. Our Business Launch Package ensures you start strong with expert support in structuring, bookkeeping, tax planning, and compliance.
- Accounting technology setup
- POS system integration
- 1 hour consultation with a CPA
- Connect to our legal network to incorporate your business
Business Plan
Creation
A well-structured business plan is key to securing funding. We create detailed, professional plans that highlight your financial projections, market strategy, and growth potential—giving banks and investors the confidence to support your business.
- Full-scale preparation of professional business plan
- Three to five year pro-forma financial statements
- Detailed financial forecasts to support pricing and market research
- Post-completion consultation
Fractional
Controllership
Gain the expertise of a controller without the cost of a full-time hire. We provide scalable financial management solutions, handling bookkeeping, reporting, budgeting, and strategic planning so you can focus on growing your business.
- Our staff will operate as if they are an internal team member at your company
- Part-time or Full-time placements
- Reduces turn-over
- Improves internal controls
- Allows you to operate with a lean payroll and scale up/down as needed.
What does a controller do?
A controller is a skilled professional who oversees all accounting-related activities within a business—from financial reporting and budgeting to compliance and strategic advice.
In-House Controller
- Limited flexibility
- Requires training & office resources
- On-site presence
- Turnover risk
MINIMUM OF
$100,000+ / year
Our Controller Service
- Lower overhead & onboarding
- Broader industry expertise & network
- Flexible engagement
- No long-term commitment
STARTING AT ONLY
$2,000 / month
Modern Controller saved my business during the pandemic! Extremely knowledgeable and resourceful. They took away all the headaches I’ve had for years with our accounting so I can focus on my business! I highly recommend, you can’t go wrong!
— Geordan Thomas, Owner of United Boxing Club
