Bookkeeping & GST/HST | Insurance Solutions

Stay organized, protected, and confident — in business and in life.

Fintrak Services Ltd. brings together organized bookkeeping support for businesses and protection-focused insurance conversations for individuals, families, and business owners through a clear, professional process.

Start with one conversation. We will guide you toward the right service path.

Optional Add-On Services

Add the right support as your business needs change.

Bookkeeping clients can add focused support such as GST/HST filing authorization, payroll support, historical bookkeeping cleanup, additional business review meetings, and CRA correspondence and record support.

During your discovery call, we explain the available options so you can choose the support that best fits your business.

Who We Help

Support for business owners, families, and growing needs.

Fintrak supports businesses that want organized books and clearer records, and individuals or families who want to review protection needs through compliant insurance solutions.

Fintrak is built to support clients across multiple industries and life stages through organized, client-focused service.

How Fintrak Works

A clear starting point, then the right service path.

01

Understand the Need

We start by understanding whether the inquiry is about bookkeeping, insurance, or another support need.

02

Recommend the Next Step

We guide the client toward the right service area instead of forcing one solution for every situation.

03

Follow the Proper Process

Each service line has its own documents, disclosures, workflow, and compliance requirements.

Common Questions

Easy answers before a discovery call.

Do I need to know exactly which service I need?

No. You can start with a discovery call and we will help identify the right next step.

Are bookkeeping and insurance handled together?

Fintrak offers both service areas through clear, professional processes. Insurance services are provided by Manmohan Kahlon, licensed insurance advisor, through Punjab Insurance.

What happens if my needs are outside the listed services?

We explain the support available and help you understand the most practical next step.

Fintrak principle: provide clear, organized, needs-based support through a professional and compliant client experience.