Outsource Controller Services
For growing companies not ready for a full-time hire. Senior financial oversight on call — cash flow, reporting, and controls — filling the gap between a bookkeeper and a CFO.
Outsource Controller Services is handled within our Accounting & Bookkeeping practice — the detail below is representative of how we work. A dedicated page for this service is on the way.
Who this is for
Built for self-employed people and small businesses that don't have an in-house bookkeeper. If your books need keeping — or rescuing — this is the service.
- ·Self-employed people and sole proprietors
- ·New businesses setting up their books from day one
- ·Small corporations without an in-house bookkeeper
- ·Businesses that have fallen behind and need catching up
What's included
Full-cycle bookkeeping
We handle the complete cycle — from source documents to month-end reports.
Transaction categorisation & reconciliation
Every transaction categorised and reconciled against your statements.
Accounts payable & receivable
We track what you owe and what you're owed, so nothing slips.
Month-end close
Your books closed and reconciled each month, not once a year.
HST tracking & preparation
HST tracked through the year and prepared ready for filing.
CRA-ready year round
Books kept current all year — never reconstructed in a March panic.
Software setup & cleanup
We set up or clean up your accounting software so the file is right before we build on it.
How it works
We take over your books, wherever they are now
Messy, behind, or scattered across spreadsheets — we start from there.
We clean up and reconcile what's there
Reconciled to your statements and brought fully current.
We keep them current month to month
Closed and reconciled every month, not once a year.
Your year end is a formality, not a scramble
Clean books hand straight to your tax preparer.
What you'll need to give us
Have these ready and your first meeting moves fast. Don't have all of them? We'll work with what you've got.
- Bank and credit-card statements for the period
- Your existing bookkeeping file or spreadsheets
- Receipts for major purchases
- Payroll records, if you have employees
- HST account details and access
- Bookkeeping software login, if you use one
- Any outstanding invoices or bills not yet recorded
Key dates
Dates and thresholds vary by situation — confirm yours with us or against CRA.
See all Ontario filing deadlines →Questions we get asked
Yes — we take over from any prior bookkeeper, QuickBooks, spreadsheets, or a shoebox of receipts, and bring it current. Whatever state it's in, we start from where you are.
There is no limit — we regularly bring businesses current after months, or years, behind. The longer it's been, the more it's worth doing before a deadline forces it.
We track and prepare your HST through the year so it's ready to file; the filing itself falls under HST/WSIB Reporting. In practice both are handled by the same firm, so nothing falls between the two.
We work in the major cloud bookkeeping platforms as well as spreadsheets, and we'll match whatever you already use — or set you up from scratch if you're starting fresh.
Typically monthly, after each close — but we set the cadence to what you actually need, whether that's monthly, quarterly, or on demand.
Tell us what you need.
Pick the service, leave your number, and a CPA calls you back. One firm, nine services — tell us which one and we'll take it from there.