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
SilverStarting at $250/month |
GoldStarting at $350/month |
PlatinumStarting 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
Ready to save time and money?
Contact us today to learn more about our client accounting and business advisory services.