For an organized financial view
Financial statement preparation
Bring relevant business records together for financial statement preparation, with the scope and information requirements agreed in advance.
A CLEARER BUSINESS PICTURE
Know your numbers.
See the bigger picture.
Bring your financial records into focus, with support for the details behind your business decisions.
Financial statement preparation, account reconciliation and ongoing accounting support for businesses across Canada.
A MORE CONNECTED PICTURE
YOUR FINANCIAL RECORDS
The details together.
The picture, clearer.
- Understand the records
- Connect the information
- Clarify the next steps
Practical support, shaped around your business.
01 / WHAT WE CAN HELP WITH
From individual records
to a clearer picture.
Start with the information you have. We’ll discuss the accounting work needed and agree what is included.
For details that need connecting
Account reconciliation
Compare the relevant account records and supporting information, and work through differences or questions that need attention.
For your continuing business needs
Ongoing accounting support
Discuss the accounting tasks and communication that would be useful as your records and business needs develop.
02 / BEFORE WE BEGIN
Start with your records.
We’ll discuss the rest.
These are useful starting points for our conversation. We’ll confirm the information relevant to the accounting work we agree on.
Keep sensitive records for your client portal or a document-upload link provided by Golden Leaf.
Existing financial records
Statements, summaries or accounting records you already use, where available.
Account information
Relevant statements and reconciliation records for the period being discussed.
Supporting documents
Invoices, receipts and other records related to the accounting questions you want to address.
Your priorities
The areas you want to understand better and the support you’re looking for.
03 / HOW WE WORK
A shared understanding.
A more useful picture.
- 01
Understand your business.
Tell us how you currently keep your records and where accounting support would be helpful.
- 02
Agree the work & information.
We outline the scope, identify relevant records and explain how to share the requested information.
- 03
Keep questions connected.
Use your client portal to share documents and discuss questions with our team through Inbox.
04 / YOUR QUESTIONS, EXPLAINED
Your accounting questions.
A clearer starting point.
Have something else in mind? We’ll talk through the support you need.
Ask Us a QuestionHow is accounting different from bookkeeping?
Bookkeeping focuses on recording and organizing day-to-day transactions. Our accounting support includes financial statement preparation, account reconciliation and ongoing accounting tasks. We’ll discuss which area fits your needs.
Can I contact you if my records are incomplete?
Yes. Tell us what records you have and what you want help with. We’ll discuss whether organization or bookkeeping work is needed before agreeing the accounting scope.
Do you offer ongoing support?
Ongoing accounting support is one of our services. The tasks, information requirements and way of working are agreed around your business needs.
How should I share financial information?
Use your client portal or a document-upload link provided by Golden Leaf. Keep sensitive records out of the public contact form and wait for the sharing instructions relevant to your engagement.