Everything outside
your zone of genius
Money, marketing and admin: the work every business needs and few owners started a business to do. Take one service or hand us the whole back office. Every Intersect service runs on the same idea: done right, reported plainly, no surprises.
Books, payroll and filings, done right and on time.
Monthly Bookkeeping
We keep your books current so you're never scrambling to reconstruct a quarter from memory. Bank and credit card accounts are reconciled monthly, transactions are categorized consistently, and you get clear statements without lifting a finger.
- Monthly bank and credit card reconciliation
- Consistent transaction categorization
- Monthly profit & loss and balance sheet
- Cleanup of historical books, if you are starting mid-year
Good for: Small businesses and self-employed owners who want their books handled, not just filed away.
Payroll Services
Payroll mistakes cost trust and money. We run payroll on your schedule, calculate deductions correctly, handle CRA remittances, and prepare T4s and ROEs when you need them, so paydays are simple for everyone.
- Payroll runs on your pay schedule
- CRA source deduction remittances
- T4, T4A, and ROE preparation
- New hire and termination paperwork support
Good for: Any business with employees who wants payroll to just work, every time.
Tax Preparation & Filing
We prepare and file your HST/GST returns and work alongside your accountant (or ours) to get your personal tax filing done right. Clean books all year make tax season a formality, not a fire drill.
- HST/GST return preparation and filing
- Year-end tax package prepared for your accountant
- HST/GST instalment tracking
Good for: Business owners who want HST/GST filings handled accurately, and clean, tax-ready records handed to their accountant every year.
Financial Statements & Reporting
Numbers only help if you can read them. We prepare profit & loss statements, balance sheets, and cash flow reports in plain language, with a monthly summary that tells you what actually changed and why.
- Monthly and quarterly financial statements
- Cash flow reporting
- Plain-language summary with every report
- Custom reports for lenders, grants, or investors
Good for: Owners who want to make decisions based on real numbers, not guesses.
Accounts Payable & Receivable
We manage the day-to-day flow of money in and out: entering and scheduling bills, sending client invoices, and following up on what's overdue, so your cash flow stays predictable and your vendor relationships stay strong.
- Bill entry and payment scheduling
- Client invoicing on your terms
- Accounts receivable follow-up
- Vendor and client account reconciliation
Good for: Businesses juggling regular bills and invoices who want it off their plate.
Advisory & Business Consulting
Beyond the books, we help you plan: building a budget you'll actually use, forecasting cash flow before it gets tight, and talking through the financial side of decisions like hiring, pricing, or expanding.
- Annual budgeting support
- Cash flow forecasting
- Pricing and margin reviews
- One-on-one strategy sessions
Good for: Owners who want a financial thinking partner, not just a bookkeeper.
Getting found, getting chosen, getting the phone to ring.
Local SEO
When someone nearby searches for what you do, Google shows three businesses on a map before anything else. Local SEO is the work of earning a place there: a complete and accurate Google Business Profile, the same name, address and phone number everywhere your business is listed, a steady flow of genuine reviews, and pages that tell Google exactly which towns you serve.
- Google Business Profile setup, cleanup and weekly posts
- Citation audit: your name, address and phone made consistent everywhere
- A simple review-request routine your team will actually follow
- Service-area and city pages for the towns you want work from
- Local ranking checks reported in plain language
Good for: Trades, clinics, shops and service firms whose customers find them on Google Maps.
Search Engine Optimization (SEO)
Most small business websites describe the business. The ones that rank answer the questions customers type into Google. We research what your buyers actually search, fix the technical problems that keep pages out of the index, and write or improve the pages that match those searches.
- Keyword and competitor research for your market
- On-page improvements to the pages you already have
- New service pages and guides written for real searches
- Technical fixes: speed, indexing, structured data
- Monthly reporting without the jargon
Good for: Businesses with a website that exists but rarely brings in work.
GEO (Generative Engine Optimization)
More customers now ask an AI assistant instead of scrolling through search results. GEO is the work of making your business easy for those tools to find, understand and cite: direct answers on your own pages, consistent facts about your business across the web, and structured data that spells out who you are, where you work and what you offer.
- Audit of how AI assistants currently describe your business
- Question-and-answer content written for direct citation
- Structured data and consistent business facts across the web
- Ongoing checks as the AI tools change
Good for: Owners who want to be part of the answer when a customer asks an AI for a recommendation.
Websites & Web Development
We build and look after small business websites: pages that load quickly, read clearly on a phone, and lead every visitor to one next step. Updates, fixes and new pages are handled for you, so the site stops being one more thing you have to remember.
- New sites and redesigns
- Ongoing maintenance, fixes and content updates
- Booking, contact and quote forms that reach your inbox
- Search-friendly structure from the first page
Good for: Businesses with an outdated site, no site, or a site nobody on the team knows how to change.
Paid Marketing
Paid ads work when every dollar can be traced to a call, a booking or a sale. We set up and manage Google and Meta campaigns, build the landing pages they point to, and track which ads produce enquiries, so you can decide what to keep spending on.
- Google Ads and Meta (Facebook and Instagram) campaign setup
- Landing pages matched to each campaign
- Call and form tracking so you can see which ads work
- Monthly spend and results review
Good for: Owners who want more enquiries this month and need to know what they are paying for each one.
The paperwork, follow-ups and loose ends that eat your evenings.
Admin & Back-Office Support
Every business runs on a layer of small tasks nobody started the business to do. We take them over: keeping the inbox and calendar under control, preparing and filing documents, chasing vendors, and writing down how recurring jobs get done so they stop living only in your head.
- Inbox and calendar management
- Document preparation, filing and record keeping
- Vendor and supplier coordination
- Process documentation: written checklists for recurring work
Good for: Owners who spend evenings and weekends catching up on everything except their actual work.
Find the level of support that fits
Every engagement starts with a conversation about your business and what you actually need. You'll get a flat monthly rate before we start: no hourly surprises, no invoice creep as your business grows. These starting rates cover our money and compliance work and give you a sense of scale. Your quote is always built around your transaction volume and goals.
Marketing, web and admin services are quoted on their own or added to any tier, based on what you hand over.
Books & Payroll
Starting at $1,500/month
For owners who want clean, compliant, done-for-you books.
- Monthly reconciliation & bookkeeping
- Financial statements, delivered monthly
- Payroll processing & remittances
- Accounts payable & receivable management
- Catch-up bookkeeping if you're starting mid-year
- Direct phone & email access to your bookkeeper
Growth Partner
Starting at $4,000/month
For owners who want a financial strategist, not just a bookkeeper.
- Everything in Books & Payroll
- Cash flow forecasts & budgeting support
- KPI tracking built around your business
- Custom reporting for lenders or investors
- Hands-on guidance for major decisions
- Priority turnaround on requests
Fractional CFO
Starting at $12,000/month
For businesses ready for embedded financial leadership.
- Everything in Growth Partner
- A finance lead embedded in your business
- Support through financing rounds & major growth initiatives
- Ongoing partnership with your leadership team
- First-priority access to your account team
Most Books & Payroll clients move to Growth Partner within their first 12 months, as clean books turn into a need for real strategy. You can move up whenever it makes sense, with no re-onboarding.
No long-term contracts. Every engagement is month-to-month, and you stay because it works.
Not sure what to hand off first?
Book a free consultation. Tell us what's eating your week and we'll recommend the right starting point.