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We assess your accounts, software, monthly volume and backlog.
Move away from the once-a-year scramble with a practical bookkeeping rhythm that gives you usable records and a clearer view of cash flow.
We agree on a defined level of service and information responsibilities before work begins. Depending on your situation, a one-time setup or cleanup stage may be needed.
We assess your accounts, software, monthly volume and backlog.
We agree on deliverables, responsibilities and secure access.
You receive a repeatable reporting cycle and outstanding-item checklist.
Historical cleanup is separately scoped because the work varies with record completeness.
We can discuss the system you currently use and confirm compatibility before engagement.
Annual T1 and T2 tax filings are separate engagements unless expressly included in your proposal.
Describe your situation and we’ll explore an appropriate service scope.
Monthly books should tell an owner what is happening, not become an annual emergency. Presyz supports bank and credit-card reconciliations, transaction categorization and organized month-end reporting. We clarify which records you provide, which tasks are included and how exceptions will be resolved.
Whether you manage invoices yourself or need a repeatable bookkeeping cycle, accurate records help your tax preparer, lender and management team work from the same information. We can discuss the accounting platform you use, outstanding reconciliations and any cleanup needed before monthly work begins.
Reports may include reconciled cash balances, overdue receivables, payables and a straightforward profit-and-loss summary. We do not promise to correct undocumented transactions or provide an audit opinion.
Monthly reconciliation is usually a practical starting point, but a business with higher transaction volumes or cash-management needs may need a more frequent review.
Tell us which software you use and how your records are maintained. We can assess access, integrations and whether changes would be useful before agreeing on scope.
Explore related services: GST/HST support and management reporting.
For questions specific to your records, request a tailored accounting or tax quote. General information is not individualized tax or legal advice.