Operational Recordkeeping & Financial Reconciliation
Starting at
$
1,200
/moAbout this service
Summary
FAQs
Do you handle multi-currency accounting or exchange rate tracking?
No. USD tender is recorded separately at your existing equal or fixed exchange handling policy. No valuation, conversion tracking, or FX reporting is performed.
Do you provide tax filing or compliance advising?
No. I provide operational recordkeeping and reconciliation suitable for handoff to your accountant or tax professional.
Can you work with GST, HST, or PST?
Yes. I record the tax as it appears in your existing invoicing or POS system.
Is this remote-only?
Yes. Service is provided remotely within Ontario.
Do you work outside Canada?
No. This service is for businesses operating in CAD within Canada.
Why is this service priced as a monthly retainer instead of hourly?
This work maintains the operational and financial continuity of your business. Continuity is not task-based; it requires consistent monitoring, reconciliation, and documentation over time. A monthly retainer reflects the ongoing responsibility of keeping workflows accurate, current, and stable.
What's included
Financial Reconciliation Log
A reconciled record matching sales, payment processor entries, and bank deposits with notes on any discrepancies.
Operational Status Board
A current task and workflow board showing active work, next steps, responsible parties, and state changes.
Updated Documentation & SOP Notes
Clear written documentation of recurring workflows, procedures, and naming conventions in use at the time of handoff.
