Starting at just $325/mo. Stay in control of your finances with accurate records, reconciliations, and monthly reports that keep you tax-ready and informed.
We categorize and reconcile all your monthly transactions so your books stay accurate and audit-ready. You’ll always know what came in, what went out, and what needs attention.
We ensure every transaction is categorized correctly, matched to your bank feeds, and reconciled monthly.
You upload receipts—we organize and attach them to the right transactions.
We check for duplicates, errors, inconsistencies, and missing transactions—then fix them.
We send you a simple monthly summary—with key figures, trends, and anything unusual we spotted. You get clarity, not noise.
If something looks off—a large bill, duplicate charge, overdue invoice, or missing document—you’ll know right away. No surprises at month-end.
We keep everything organized so your accountant gets clean, accurate books. No scrambling to fix months of data.
You can contact us or book a Fulcrum Point™ Scan by clicking the button below. Let's have a chat!
Book consultation
Depending on your needs, the following list of deliverables will be tailored to meet them.
Tools & Techniques
1. Initial Consultation — We assess your needs and confirm your account setup.
2. Ongoing Access — You provide monthly documents and receipts.
3. We Do the Work — Categorization, reconciliation, review, adjustments.
4. Monthly Summary — You receive your report, unaudited financial statements + any flagged items.
5. Check-ins — Review trends and answer questions.
Outputs
1. Monthly categorization and reconciliation of all accounts.
2. Organized receipts and supporting documents attached to each transaction.
3. Monthly financial summary with key insights and notes.
4. Flags for unusual activity or items requiring your approval.
5. Clean, accurate books ready for tax filing and decision-making.
Jamie W. (Co-founder, Consulting Firm)
Chaplynsky Corp. reduced the time we spent on month-end reconciliations by 30%. Highly recommend their services.
Sarah J. (Co-founder, Event Management Firm in Edmonton)
We've worked with Chaplynsky Corp. for quite some time now and are very happy with how proactive they are. Communication is clear, simple, and organized - we always know what was done and what's next.
