Advanced Service

ADVANCED SERVICE

Full-service financial management for businesses that want hands-off bookkeeping and strategic insights.

Includes everything in Standard, plus:

• ✔ Comprehensive monthly financial reports & KPIs

• ✔ Cash flow forecasting & budgeting

• ✔ Priority support & dedicated account manager

• ✔ Invoice payment follow-up (A/R collections reminders)

• ✔ Accounts Payable scheduling & payment processing

• ✔ Payroll processing

• ✔ Quarterly financial review meeting

• ✔ Year-end CPA coordination & T2 preparation

• ✔ Inventory or job-cost tracking (if applicable)

Ideal For:
Established businesses needing proactive financial oversight.