Every number,
handled with care
Whether you need your books caught up or a standing monthly rhythm, every Intersect service is built around the same idea: clear records, plain-language reporting, and no surprises.
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.
Ask About This ServicePayroll 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.
Ask About This ServiceTax 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.
Ask About This ServiceFinancial 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.
Ask About This ServiceAccounts 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.
Ask About This ServiceAdvisory & 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.
Ask About This ServiceFind 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 give you a sense of scale; your quote is always built around your transaction volume and goals.
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 which services you need?
Book a free consultation and we'll recommend the right starting point for your business.