Plain answers to the questions owners ask us.
Guides on accounting, bookkeeping, tax and payroll changes, reporting and business systems for Ontario owners, written by the partners. A new guide every two weeks. Each one defines its terms, shows the steps, and says where it applies.
- Oct 10AccountingOur CPA partner
Bookkeeper vs CPA vs Controller: who does your Ontario business actually need?
Four finance roles, four different jobs: what each one does, when you need it, and how they fit together in an owner-managed Ontario business.
8 min read - Oct 10AccountingOur CPA partner
Notice to reader vs review engagement in Canada, explained plainly
“Notice to reader” is no longer a standard. Here is what replaced it, how it differs from a review and an audit, and who usually asks for which.
8 min read - Oct 10BookkeepingOur CPA partner
The month-end close checklist we use for every client
The same steps, in the same order, every month: the checklist behind books you can make decisions on, and the close package it produces.
7 min read - Oct 10BookkeepingOur CPA partner
Cash vs accrual accounting: which one should your business use?
Two ways to time the same transactions, with very different pictures of your business. Here is how they differ, what CRA expects, and which one fits.
7 min read - Oct 10SystemsGrant Lee Bloemetje
When does a 20-person company outgrow spreadsheets? (the ERP question)
Headcount is not the trigger. The trigger is when spreadsheets start costing you accuracy, time and decisions. A plain guide to the signs, the three routes, and what an implementation really involves.
8 min read - Oct 10BookkeepingOur CPA partner
How much does monthly bookkeeping cost in Ontario?
There is no honest single number. What you pay depends on the work your books actually require. Here are the cost drivers, the common pricing models, and how to compare quotes so you are pricing the same job.
8 min read - Oct 10StrategyOur CPA partner
5 KPIs every owner-operated business should watch monthly
Five measures, each with a definition, a formula, the reason it matters, and what to do when it moves. No borrowed benchmarks: your own trend is the comparison that counts.
8 min read - Oct 10SystemsGrant Lee Bloemetje
What a business systems audit actually looks like, step by step
Not a software sales pitch and not a compliance exercise. A systems audit is a structured look at how work actually moves through your business, where it leaks, and what to fix first.
8 min read
Opening to new clients in early 2027.
We are not taking on clients right now. Join the list, tell us about your business, and a partner will read it before we open. List members hear first.
Opening to new clients early 2027Join the 2027 list