Strategic Accounting, Compliance & BI Support
Strategic Accounting, Compliance & BI SupportMaster Your Financial Operations with Expert Outsourced Accounting & Business Intelligence Services
We help organizations maintain accurate books, streamline back-office operations, automate financial workflows, and build intelligence-driven reporting systems. Our dual-shore model blends Canadian regulatory discipline with the technical scale of India’s Center of Excellence, giving businesses a powerful and compliant financial infrastructure.
Bookkeeping & Accounting Services
Core Bookkeeping Services
• Daily, Weekly & Monthly Bookkeeping • Accounts Payable (AP) & Accounts Receivable (AR) Management • Bank & Credit Card Reconciliation • General Ledger Review & Maintenance • Chart of Accounts Setup & Optimization • Financial Cleanup & Regular Maintenance
Specialized Bookkeeping Services
• Cleanup of Backlogged or Messy Books • Catch‑Up Accounting for 1–5+ Years • Historical Data Rebuild & Correction • Forensic Transaction Review • Error Reclassification • CPA & Auditor Coordination
Financial Reporting
• Monthly / Quarterly / Annual Financial Statements • Profit & Loss, Balance Sheet & Cash Flow Reporting • Custom Management Reports & KPIs • Budgeting, Forecasting & Cost Analysis • Business Performance Dashboards
Payroll Services
• Payroll Processing for USA, Canada, UK & Australia • Payroll Tax Filing Support • Timesheet & Employee Data Management
Tax Compliance Support (Non-CPA)
• Sales Tax / GST / VAT Assistance • 1099 Preparation Support • Year‑End Financial Closing
Business Process Outsourcing (BPO)
Finance & Back‑Office Solutions
• Vendor & Customer Management • Cash Flow Monitoring & Expense Tracking • Invoice Processing & Approvals • Data Entry & Documentation
Administrative Support
• Virtual Assistant Services • Email & Calendar Management • Document Digitization & Management • Order Processing & Coordination
Customer Support Services
• Email Support • Live Chat Support • Ticket Resolution & Customer Handling
Software Migration & Cloud Accounting Services
Migration Services
• Migration to Zoho Books, QuickBooks Online & Xero • Desktop to Cloud Migration • Historical Data Verification • Post‑Migration Review & Cleanup
Zoho Ecosystem Services
• Zoho Books Setup & Personalization • Zoho Inventory Configuration • Zoho CRM Integration • Zoho Analytics Dashboard Development • Workflow Automation & Customization
Business Intelligence (BI) & Analytics
Business Intelligence & Analytics
• Custom CFO Dashboards & KPIs • Zoho Analytics, Power BI & Looker Studio Solutions • Real‑Time Sales, Expense & Cashflow Dashboards • Profitability Analysis & Financial Insights • Automated Reporting Pipelines • Forecasting Models & Predictive Analytics
Strategic Financial Guidance
Strategic Financial GuidanceYour Financial Operations Are Our Responsibility
We build financial systems that are precise, compliant, and scalable. Every solution we deliver aligns with global accounting standards and reduces operational friction. Our focus is simple: eliminate financial inefficiencies, strengthen controls, and give leaders the clarity they need to operate with confidence.
Process Automation
Build automated accounting workflows that reduce manual effort and increase accuracy.
Real-Time Reporting
Access real-time metrics, dashboards, and insights for better financial decision-making.
Compliance & Controls
Ensure alignment with US GAAP, CRA, HMRC, ATO, and internal audit requirements.
Global Support
Use our India-based COE to scale your accounting and back-office operations without increasing in-house overhead.