Smart Money, Bright solutions - Your Trusted Partner in Accounting Excellence!
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Financial Foundation CheckUp

A comprehensive diagnostic and upgrade of your financial systems to improve accuracy, efficiency, and compliance.

  • Accounting Software review and cleanup
  • Chart of Accounts redesign
  • Workflow automation
  • Month-end process optimization
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Year-end Confidence Support

Ensure Audit readiness with structured support that saves time and reduce stress.

  • Full balance sheet reconciliation
  • Supporting schedules and working papers
  • Liaison support with auditors
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Clarity CFO

Strategic leadership on-demand for nonprofits needing expert finance oversight without hiring full-time.

  • Budgeting and Forecasting
  • Board and funder reporting
  • Financial Strategy and cashflow management
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Clean Books Jumpstart

For organizations behind on their books, this service helps you get current with confidence.

  • Transaction entry and reconciliation
  • General ledger review and correction
  • Monthly reporting setup
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Grant-Ready Toolkit

Strengthen your grant reporting systems and financial storytelling to secure and retain funding.

  • Restricted fund tracking setup
  • Budget-to-actual templates
  • Customized financial reports for funders
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Bookkeeping and Financial Reporting Services

We specialize in tracking expenses for various businesses, including not-for-profit organizations. Our tailored solutions ensure organized financial records and offer recommendations to enhance efficiency. Our accounting services in Toronto, Ontario, include:

  • Professional Bookkeeping
  • Monthly/Quarterly/Annual Reporting
  • Bank Reconciliation Review
  • Payroll Preparation and Review
  • Charity Returns Preparation (for not-for-profit)
  • Audit Preparation and Support
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Budget Analysis

We will help your business identify cost-saving opportunities, streamline financial processes, and optimize resource allocation to ensure efficient financial management and long-term sustainability. Our services include:

  • Cash Flow Analysis
  • Prevention of overspending
  • Facilitation of performance evaluation
  • Financial Planning
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Advisory Services

We are committed to providing strategic insights for your business success, including profitability analysis, cost-effective solutions, risk management, and adaptability. Our services also cover:

  • Financial Forecast and Projections
  • Benchmarking Services
  • Risk Management Advisory
  • Management Consulting
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Tax Planning

We implement tax planning strategies to minimize liabilities, optimize financial structure, and ensure compliance with regulations. This not only guarantees compliance but also guides informed financial decisions for long-term business success. Our service includes:

  • Tax Optimization Strategies
What We Can Do for You

At SMB finance consulting, we offer a full suite of consulting services to support your financial goals through clear, organized, and strategic solutions. From detailed bookkeeping to forward-thinking advisory and tax planning, we aim to help you stay compliant, save costs, and make confident business decisions. Our approach to tax services in Ontario and beyond is rooted in transparency, accuracy, and insight.

Frequently Asked Questions

How can I tell if I need help with my business finances?
If I’m often unsure about where my money is going, have trouble keeping up with records, or feel overwhelmed during tax season, it might be time to get help managing my finances. A consulting service can help make things clearer and more organized.
Is it okay to ask for financial advice even if I’m a small business owner?
Yes, it’s common for small business owners like me to need guidance. I don’t need to be running a big company to benefit from expert support. Services like ours help businesses of all sizes make smarter choices and stay on track.
What should I prepare before meeting with a financial consultant?
I should gather any recent financial statements, a list of expenses, any tax documents, and a few notes on where I think I need help. The more I share upfront, the better the consultant can understand my situation.
Can financial reporting help me improve my business?
Yes, regular reports give me a clear picture of how my business is doing. They help me spot areas where I’m spending too much, where I could save, and where I’m doing well.
Is tax planning something I should be thinking about all year?
Yes, if I want to avoid surprises and make smart money decisions, I need to think about taxes year-round. We help people build a plan that keeps taxes in mind through every season, not only during filing time.

Let’s Connect About Your Needs

If you have questions or are ready to take the next step, contact us today. We’re here to listen and help you find the right solution for your goals.

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