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Start With the Foundation Check™

Know Where You Stand Before You Decide What Comes Next.

If your books are behind, you're unsure if everything has been done correctly, or you simply want an expert opinion before moving forward, our Foundation Check™ is the best place to start.

Just like you wouldn't build a house without checking the foundation, we don't recommend bookkeeping, cleanup, or advisory services until we understand the true condition of your financial records.

During your Foundation Check™, we'll complete a comprehensive review of your bookkeeping, identify any issues, assess potential CRA risks, and provide clear, practical recommendations—without the accounting jargon.

Your Foundation Check™ Includes:
  • Comprehensive review of your bookkeeping records

  • Financial Integrity Score™

  • Bookkeeping accuracy review

  • GST and payroll compliance review

  • Cash flow and financial health snapshot

  • Identification of bookkeeping errors and potential CRA concerns

  • Fixed-price recommendations for any cleanup work required

  • A personalized roadmap with clear next steps

  • A one-on-one review meeting to discuss our findings

Who Is It For?

The Foundation Check™ is ideal for tradespersons, contractors, and trucking businesses who:

  • Have fallen behind on their bookkeeping

  • Aren't sure if their books are accurate

  • Have received a CRA letter or have GST concerns

  • Want to change bookkeepers

  • Need reliable financial information before making business decisions

  • Want peace of mind knowing where they stand​

No guesswork. No surprises.

Just honest answers and practical advice you can build your business on.

Investment $495.00 plus GST

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