Behind on your books? Can’t get your bookkeeper on the phone?
You're not the only business owner in that spot. We take over the monthly bookkeeping for small businesses across Ontario. If you've fallen behind, we'll catch you up first. One flat monthly fee after that, and one dedicated contact who actually responds.
From $300 /month · one flat fee
· Free · no obligation · 30 minutes with a CPA
What we handle every month
✅ Monthly bank and credit-card reconciliations
✅ HST filed on sales
✅ Payroll and remittances for staff and associates
✅ Books kept current, so year-end is not a scramble
✅ Year-end and corporate tax handled in-house
SOUND FAMILIAR?
Most business owners call us for one of these six reasons.
If one of these is where you are right now, it’s worth a conversation.
Nobody’s calling back
Emails sit unanswered for weeks. You only really hear from them at year-end, and only because they need something.
A letter from the CRA
A notice, a reassessment, a missed filing. Dealing with the CRA is stressful. We deal with them for you.
The books are months behind
You find out at year-end and then everyone scrambles. Catch-up work is routine for us, and we won't make you feel bad about it. We quote it separately, once, up front.
The invoices keep surprising you
You were quoted one number and keep getting billed another. Every phone call seems to start a clock.
Your bookkeeper left
Retired, moved on, or your office manager has quietly been doing it and can't keep carrying it.
Your business outgrew the setup
A new associate, a second location, or an associate buy-in on the horizon. The old shoebox method won't stretch.
WHAT YOU GET
Bookkeeping Essentials for Small Businesses
Everything that keeps your business compliant and current, handled every month for
one predictable price.
MONTHLY CLINIC BOOKKEEPING
Done for you, every month from $300 /month
✅ Monthly bank & credit-card reconciliations
✅ Monthly financial statements
✅ HST tracking & filing on taxable sales
✅ Associate & staff payroll and remittances
✅ Catch-up work quoted separately, once
✅ Digital receipt & document portal
✅ QuickBooks Online kept current
✅ A dedicated senior point of contact
✅ Unlimited questions, at no extra charge
✅ Books kept year-end & tax-ready all year
Your exact price depends on the business’s size and volume. The free review is how we land on the right flat fee. If the books need catching up first, that’s quoted separately as one-time work, never buried in the monthly fee. Upfront pricing. No surprises.
One firm for your books,
year-end and corporate tax.
Most small businesses juggle a bookkeeper, then hand a year of records to a separate accountant who's never seen the file. We're one firm. Our bookkeeping team keeps your books current all year, then hands a clean, and reconciled file to our year-end team. Nobody has to re-learn your clinic in April.
Monthly Bookkeeping
Your books are clean and current, every month.
Year-end financial statements
Already reconciled, so there’s no spring scramble.
Corporate & personal tax
Filed by our year-end team, working from your books.
WHY SOURCE POINT
Senior team, every time.
Human-led. Empowered by tech.
A dedicated senior who knows
your clinic
Paired with you for the long haul. Not a rotating cast of juniors, and not a call centre.
Upfront pricing. No surprises.
You'll know the monthly number before you commit. No clock running on every phone call.
Snap a photo, we’ll handle it.
Receipts and documents go through a secure portal. No shoebox, no drop-offs. Works from anywhere in Ontario.
“
The absolute best accounting services and beyond! As a Chiropractor with my own small business, Brad and the entire team have been everything I have been looking for. Ethical, professional, timely, available, and kind. I’ve referred several others and will continue to do so for many years ahead. If you are looking to start or switch your accounting needs, this is your place.
— Ruminder Birk, Atlantis Chiropractic
SWITCHING
Leaving your current bookkeeper is easier than
you think.
You don’t have to wait for year-end, and you don’t have to have the awkward
conversation.
We contact them
A professional courtesy letter and file request goes out from us. You stay out of it.
We handle the transfer
Books, prior filings, CRA authorizations, practice-software access. Typically done inside two weeks.
Any time of year
Mid-year switches are routine, and so is catching up books that have fallen behind.
Get your business’s books off your plate.
Book a free, no-obligation review with a senior CPA. We’ll listen first,
then tell you exactly what it would cost. One flat monthly fee. If we’re
not the right fit, we’ll say so.
or call us directly at 519.740.2676