Financial Clarity
for Small Business

We work with a range of Manitoba-based small businesses — sole proprietors, incorporated companies, and partnerships across trades, retail, professional services, and more. Our services are particularly well suited to businesses that want organized, consistent financial management without building an in-house accounting department.

After an initial onboarding session where we get to know your business, a dedicated bookkeeper takes over your file each month. You share access to your bank and credit card accounts through cloud-based accounting software, and we handle the recording, categorization, and reconciliation. You'll receive a monthly summary with your statements and any figures worth your attention.

We work with the major cloud-based platforms commonly used by Canadian small businesses. During your onboarding, we'll discuss what you're currently using or help you set up the most appropriate option for your situation. The goal is always shared visibility — you should be able to log in at any time and see where things stand.

The engagement covers the full preparation and CRA filing of your corporate T2 or personal T1 self-employment return, GST/HST filings, Manitoba provincial tax requirements, and any applicable information returns. We begin with organized document collection, work through the preparation carefully, then meet with you to walk through the completed return before it's filed. You'll also receive a summary letter with key figures and items to consider going forward.

Reaching out two to three months before your filing deadline gives us the best opportunity to be thorough. For corporate clients with a December 31 year-end, that generally means making contact in January or February. That said, we're happy to speak with you at any point in the year — sometimes a mid-year check-in is the most useful conversation we have.

It's an ongoing relationship for business owners generating over CAD 180,000 annually who want their financial decisions to follow a considered, long-term direction rather than being made in isolation. We begin with a thorough assessment, develop a tailored planning document, hold two strategy meetings per year, and remain available by email between sessions. The focus is on compensation structure, investment allocation, Manitoba-specific incentive programs, and transition or retirement planning.

We use fixed-fee pricing for all our services so there are no surprises at the end of the month. Monthly bookkeeping starts at CAD 215, annual tax preparation at CAD 495, and the financial planning advisory engagement at CAD 935. Exact pricing depends on your business's volume and complexity, which we discuss during an initial conversation before anything is formalized.

The simplest way is to send us a message through the form below or call us directly at +1 (204) 857-3946. We'll arrange a brief introductory call to understand your situation, explain how we work, and suggest the most appropriate service for where you are right now. There's no pressure — we want to be a good fit for each other before moving forward.