Understand performance
Review revenue, expenses and profit together, with charts that make trends easier to understand.
Better bookkeeping.
A clearer view.
Bookkeeping support across Canada and the USA. Organized records are just the beginning. See your revenue, expenses, cash position and outstanding balances through your client dashboard.
Your view reflects the records processed. Access, reporting scope and update frequency are agreed with your bookkeeping service.
Personal support from Brampton.
For business owners across Canada and the USA.
SR Client dashboardSample preview
Maple & Co. • Sample business
Jan–Jun 2026 · CADYour business at a glance
Revenue$186,400January–June
Expenses$128,750January–June
Net profit$57,65030.9% profit margin
Revenue & expenses
Revenue ExpensesJan
Feb
Mar
Apr
May
Jun
Bank balances$42,850
Customers owe$18,620
Bills to pay$9,480
Stay close to your numbers.
We handle the bookkeeping.
Keep a clear view of the business while we organize your records. Your client dashboard makes financial information easier to review and discuss with us.
See what your bookkeeping service includesKeep cash in focus
See recorded bank balances alongside amounts customers owe and bills to pay.
Have better conversations
Use a shared view of your numbers to ask questions, review reports and plan your next steps.
You share the records. We process your bookkeeping. You review the picture.
Let’s discuss your bookkeepingWhat may be included
Service details
- Transaction categorization and general-ledger maintenance
- Bank and credit-card reconciliations
- Accounts-receivable and accounts-payable support
- Catch-up and cleanup bookkeeping
- GST/HST coding and reconciliation support
- Client dashboard access with an agreed reporting scope and update frequency
- Monthly or quarterly management reports
- Year-end bookkeeping package preparation
- Bookkeeping-process and chart-of-accounts improvements
Preparing for the engagement
Records normally requested
- Bank and credit-card statements
- Sales invoices and expense records
- Loan and financing statements
- Payroll reports, where applicable
- Existing accounting-software access or exported records
Document safety: Do not send sensitive records through the public enquiry form. Document-delivery instructions will be discussed after the scope is confirmed.
Questions about this service
Frequently asked questions
How up to date is my client dashboard?
The dashboard reflects the records processed, rather than a guaranteed live bank feed. Access, reporting scope and update frequency are confirmed as part of your bookkeeping engagement.
Can you clean up bookkeeping from earlier months?
Yes. A diagnostic review is completed first so the scope and missing records can be identified.
How often should bookkeeping be completed?
Monthly bookkeeping normally provides the clearest and most timely information, although quarterly support may be suitable for some businesses.
Will I receive reports?
The reporting package is agreed in advance and may include an income statement, balance sheet, reconciliation summaries and selected management information.
Next step
Discuss your needs before sending records
Use the consultation form to describe the service, deadline and current status using general information only.