Get organized
For businesses that need consistent bookkeeping and organized monthly records.
Bookkeeping & GST/HST
Clean books. Clear records. Better peace of mind.
Bookkeeping and GST/HST support designed to help businesses stay organized, compliant, and confident in their financial records, reporting, and decisions.
Bookkeeping support built around your business
We review your needs during the discovery call and help you choose the services that best support your business.
- Monthly bookkeeping
- Bank and credit card reconciliation
- Expense categorization
- GST/HST or applicable sales tax tracking
- GST/HST or applicable sales tax return preparation and review
- Monthly Profit & Loss report
- Cash flow, budget, KPI, or custom reports when selected
- Organized year-end records and reporting package
Service packages
Stay compliant
For businesses that need bookkeeping, GST/HST preparation support, and monthly profit visibility.
Grow with confidence
For businesses that want stronger reporting, cash flow visibility, and business review support.
Optional Add-On Services
Extra support, only when your business needs it.
Choose from practical add-on services that extend your bookkeeping support as your business grows. We review the options with you during the discovery call so you can select what fits your needs.
GST/HST Filing Authorization
Have Fintrak submit an approved GST/HST return after you review and authorize the filing in writing.
Payroll Support
Add payroll support based on your employee count, pay frequency, and business complexity.
Historical Bookkeeping Cleanup
Bring overdue or disorganized records up to date with a focused bookkeeping cleanup service.
Additional Review Meeting
Schedule an additional business review meeting for a focused discussion of reports and priorities.
CRA Correspondence and Record Support
Get support with bookkeeping records, document organization, and routine CRA correspondence related to your records.
Need something different?
Explore support for software migration, special reporting, cash-flow review, and other business needs through a tailored service plan.
Let’s find the right level of support.
Tell us what your business needs and we will confirm the best next step.
We review your needs, explain the available options, and help you choose the support that provides the most value for your business.
Bookkeeping Process
Simple, organized, and professional.
Discovery Call
We understand your business, records, current system, and support needs.
Recommended Support
We recommend the bookkeeping support that best fits your business and priorities.
Agreement & Onboarding
We organize access, documents, and a clear workflow so you know what to expect.
Monthly Workflow
We follow a consistent monthly bookkeeping and reporting process.
GST/HST filing support with your approval.
When selected, Fintrak prepares the return from your records, provides it for your review, obtains your written approval, and submits the approved filing on your behalf.
Quick Questions
What clients often ask.
Can Fintrak support my year-end needs?
Yes. Bookkeeping support can include organized year-end records and reporting to help keep your business prepared.
Do I need a monthly package?
Not always. Cleanup, catch-up bookkeeping, and focused reporting support are also available based on your needs.