top of page

What We Do

Four services. 
Done properly.

We keep our scope focused so we can do the work really well. One team handling the financial side of your business, so you don't have to think about it.

01

Bookkeeping

Clean books every month. No backlogs, no guessing, no last-minute scrambles before tax season. You get accurate numbers and the financial picture you need to actually run your business.

For new clients who've fallen behind, we start with a historical clean-up to get everything up to date before moving to ongoing monthly service.

What's included

Full-cycle monthly bookkeeping

Expense categorization and tracking

Balance sheet and cash flow reporting

Dext subscription included

Bank and credit card reconciliations

Monthly profit and loss reporting

Historical clean-ups for new clients

Discounted accounting software access

Book a Free Call

What clean books give you

A clear picture of where your money is going every single month.

New clients

We can start the same week your contract is signed.

Historical clean-ups handled first if needed

02

Accounts Payable

Vendor invoices processed on time. Payments scheduled and executed. Your supplier relationships stay intact and your cash flow stays predictable.

 

This is one of those things that feels manageable when you're small and quietly becomes a problem as you grow. We take it off your plate entirely.

What's included

Vendor invoice processing and coding

Supplier relationship management support

Receipt and document management via Dext

Payment scheduling and execution

AP aging reports and cash flow summaries

Coordination with your bookkeeping records

Book a Free Call

Dext included

Receipt capture and document management included in your retainer. Discounted software access too.

The hidden cost of late payments

Supplier friction, late fees, and cash flow blind spots.

We handle it before it becomes a problem

03

Payroll Processing

Your team gets paid accurately and on time, every time. We handle the full cycle including processing, CRA remittances, and year-end reporting so payroll is one less thing on your list.

 

CRA compliance is not something you want to get wrong. We make sure you don't have to worry about it.

What's included

Employee payroll processing

T4 preparation and filing at year-end

Record of Employment (ROE) preparation

CRA payroll remittances

New employee setup and onboarding support

Payroll compliance monitoring

Book a Free Call

CRA compliance

Handled correctly, on time, every month.

What we handle

Processing, remittances, T4s, ROEs. All of it.

So you can focus on running the business

04

Sales Tax (GST/HST)

GST/HST filing is one of those things that seems straightforward until it isn't. We make sure your filings are accurate, your remittances go out on time, and you stay on the right side of CRA year-round.

If you're not sure whether you need to be registered yet, we can help you figure that out too.

What's included

GST/HST registration guidance

Input tax credit (ITC) tracking

Ongoing compliance monitoring

Quarterly or annual filing preparation

CRA remittances handled on your behalf

Multi-province sales tax support where applicable

Book a Free Call

The goal

Filed on time. No penalties. No surprises.

Not sure if you need to register?

We'll help you figure that out before it becomes an issue.

Service Plans

Find the right fit
for your business.

Every business is different. These packages give you a starting point. If none of them quite fit, we'll build something custom after a discovery call.

Financial Foundations

For businesses getting the basics in order

Monthly bookkeeping

Bank reconciliations

Monthly financial reporting

Sales tax tracking

Book a Call

Business Builder (Most Requested)

For growing firms ready to hand things off

Everything in Financial Foundations

Accounts payable management

GST/HST filing

Quarterly financial review

Book a Call

Full Navigator

For firms that want everything handled

Everything in Business Builder

Full payroll processing

Monthly financial review and consultation

Year-end financial reporting

Book a Call

How It Works

Getting started is simple.

No complicated onboarding. We handle the transition and get you set up fast.

1

Book a Discovery Call

We learn about your business, your current setup, and what you need. No pressure, no pitch.

2

We Build Your Plan

We put together a package that fits your business and your budget. Custom scope, clear pricing.

3

We Get to Work

Onboarding is smooth. If your books need a clean-up first, we start there. No surprises.

4

You Run Your Business

Monthly reports. Payroll handled. Filings done. Numbers you can actually use.

WMS

Let's Work Together

Ready to have books you can trust?

Book a free 20-minute discovery call. We'll talk about your business, your current setup, and whether WMS is the right fit.

Book a Call
bottom of page