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Case Studies

Real examples of how we’ve helped Canadian businesses get their books organized. Details anonymized to protect client privacy.

Professional Services

From 2 Years Behind to Current & Organized

24+

Months Caught Up

8 weeks

Completion Time

The Challenge

A growing consulting firm had let their bookkeeping slip for over two years. With mounting receipts, unclear records, and tax season approaching, they needed help fast—but previous quotes had been overwhelming.

Our Approach

  • Conducted file review to assess scope
  • Reconciled all accounts for 24+ months
  • Reconstructed records from bank statements and invoices
  • Established organized monthly workflow

The Result

  • Books were brought up to date and reconciled
  • Financial records became accurate and review-ready
  • Reporting became clear and understandable
  • Ongoing monthly bookkeeping was established

Professional Services

Multi-Channel Seller Gets Clarity

4

Sales Channels

100%

Reporting Clarity

The Challenge

An online retailer selling across multiple platforms had messy books with sales, fees, and refunds jumbled together. They couldn’t tell which channels were actually profitable.

Our Approach

  • File review revealed inconsistent categorization
  • Set up proper tracking by sales channel
  • Cleaned up prior year's records
  • Implemented systematic monthly reconciliation

The Result

  • Books were brought up to date and reconciled
  • Financial records became accurate and review-ready
  • Reporting became clear and understandable
  • Ongoing monthly bookkeeping was established

Trades & Construction

Contractor Finally Understands Their Numbers

8

Months Behind

Active

Job Costing

The Challenge

A busy contractor was handling their own books between jobs—but they were months behind and unsure if they were actually making money on projects.

Our Approach

  • Caught up 8 months of backlogged records
  • Organized expense tracking with Dext
  • Set up job costing structure
  • Transitioned to monthly bookkeeping

The Result

  • Books were brought up to date and reconciled
  • Financial records became accurate and review-ready
  • Reporting became clear and understandable
  • Ongoing monthly bookkeeping was established

Retail & Hospitality

Restaurant Owner Regains Financial Control

14

Months Cleaned Up

3

Payment Processors

The Challenge

A restaurant owner was juggling multiple payment processors, suppliers, and staff payroll. Their books were a mix of personal and business expenses, making it impossible to track true profitability.

Our Approach

  • Separated personal and business transactions
  • Reconciled 14 months of backlogged records
  • Set up proper vendor tracking and categorization
  • Implemented structured monthly workflow with payroll add-on

The Result

  • Books were brought up to date and reconciled
  • Financial records became accurate and review-ready
  • Reporting became clear and understandable
  • Ongoing monthly bookkeeping was established

Indigenous Business

First Nations Entrepreneur Prepares for Growth

3

Years Reconstructed

Yes

Years Reconstructed

The Challenge

A growing Indigenous-owned business needed organized books to secure funding and meet reporting requirements. Years of informal record-keeping left gaps that needed to be addressed before moving forward.

Our Approach

  • Completed comprehensive file review
  • Prepared clean year-end packages for each fiscal year
  • Reconstructed 3 years of financial records
  • Established monthly bookkeeping for ongoing compliance

The Result

  • Books were brought up to date and reconciled
  • Financial records became accurate and review-ready
  • Reporting became clear and understandable
  • Ongoing monthly bookkeeping was established

Northern Business

Yukon Tourism Operator Gets Organized

2

Years Organized

All

Seasons Tracked

The Challenge

A seasonal tourism operator in Yukon had inconsistent bookkeeping that varied wildly between busy summer months and quiet winters. They needed a system that worked year-round and prepared them for tax season.

Our Approach

  • File review identified seasonal tracking gaps
  • Set up seasonal revenue and expense tracking
  • Cleaned up 2 years of mixed records
  • Implemented year-round monthly bookkeeping schedule

The Result

  • Books were brought up to date and reconciled
  • Financial records became accurate and review-ready
  • Reporting became clear and understandable
  • Ongoing monthly bookkeeping was established

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