Client Accounting and Business Advisory Services

Common problems small and medium business owners face when it comes to online solutions for accounting, tax and bookkeeping:

Opportunity Costs

Spending time on bookkeeping tasks detracts from other revenue-generating activities and strategic initiatives.

Financial Insight and Analysis

Effective bookkeeping goes beyond recording transactions; it involves interpreting financial data to gain insights into business performance. Business owners may lack the tools to extract meaningful insights from their financial records.

Compliance Challenges

Tax laws and regulations are constantly evolving, making it challenging for business owners to stay compliant.

Complexity of Software

Online accounting software solutions can be complex and overwhelming for business owners who may not have a background in accounting.

Integration Issues

Businesses often need multiple software solutions for various functions like payroll, invoicing, inventory, etc. Integrating these systems with an accounting software can be challenging task.

Training and Support

Small and medium business owners may struggle to find the time and resources to learn the software or to access assistance when encountering issues.

If you are facing any of the issues above, you have landed in the right place.

Welcome to SBLR!

As your trusted business advisors, we provide a wide variety of bookkeeping, accounting, tax and business consulting through our Client Accounting and Business Advisory services.

We bring together our experienced Team of Accounting professionals with the latest cloud technology to provide you and your business with online solutions.

Our services include

Onboarding

  • Onboarding
  • Systems set-up
  • Bookkeeping training
  • Catch-up bookkeeping
  • Catch-up accounting & tax
  • Conversion services
  • Payroll set-up

Bookkeeping

  • Recording of sales invoices
  • Recording of expenses
  • Bank reconciliations
  • Payroll processing
  • CRA accounts reconciliation
  • HST/GST filings
  • Year-end work
  • Customized tech stack

Accounting

  • Financial statements
  • Corporate and personal tax returns
  • Tax planning and minimization

Part-Time CFO and Financial Services

  • Business budgeting and cashflow planning
  • Consulting meetings
  • Strategic planning
Our process

Interview & roadmap

We need to understand your business. Your first consultation will focus on understanding your business’ goals to create a customized plan for you.

Process & workflow

We’ll implement the right processes and workflows to ensure that you are working efficiently to save time and money.

Ready. Set. Go!

As your accounting department, we’ll efficiently handle your bookkeeping, tax, accounting, or other financial needs.

Technology solutions

We improve your business’ information with the accounting software that best suits to your needs, customizing your tech stack to optimize your workflow.

Our Pricing

Silver

Starting at 
$250/month

Gold

Starting at 
$350/month

Platinum

Starting at 
$500/month

Discovery Call & Consultation
Dedicated Bookkeeper
Bookkeeping Annual Quarterly Monthly
HST Prep & Filing Annual Quarterly Monthly
Financial Reports Annual Quarterly Monthly
Onboarding Support
Cloud Apps Paid by you Discounted Tech Fees* Discounted Tech Fees*
Payroll Support
KPI Review Annual Quarterly
AR and AP Processing

Explore our additional services designed to support your business's financial needs.

Bookkeeping

  • Review and consultation of your bookkeeping file to improve process and efficiency
  • Training and consultation on using QuickBooks, Xero, Dext, Plooto and Wagepoint applications 
 

Year-End

Corporate Tax Return Filing – starting at $250/month

  • Preparation and submission of T2 corporate income tax return
  • Year-end tax planning meeting with dedicated Senior Manager/Principal/Partner

Compilation Engagement – starting at $400/month

  • Preparation and submission of T2 corporate income tax return
  • Year-end tax planning meeting with dedicated Senior Manager/Principal/Partner
  • Financial statements signed by licensed public accountant

CRA Audit Representation

  • Ongoing support and communication with the CRA regarding audit matters on an hourly basis
 
What Our Clients Say About Us

The team at SBLR has become a most valuable asset to our financial management, providing expert guidance and ensuring that our personal and business financial affairs are in good hands. SBLR is to accounting what Michael Jordan is to basketball.

Bram Goldstein

President - BIG HQ

Beyond the numbers, SBLR provides unparalleled customer service. When I first opened my business, the team patiently and thoroughly answered all of my questions. They continue to provide valuable advice to help support the growth of Menus by Maria. I have the utmost confidence in the SBLR team and highly recommend their services.

Maria Gagliano

Owner & Founder – Menus by Maria

A couple of years back I switched my accounting services to SBLR. I was not unhappy with my previous provider, but I was looking for a firm that would invest the time to get to know me and my business, with the aim of giving better financial and tax advice. I have been impressed with SBLR’s commitment to service and professionalism, and have appreciated their consistent willingness to take the extra step.

Mark Satov

Founder and Leader – SATOV Consultants

Ready to save time and money?
Contact us today to learn more about our client accounting and business advisory​ services.