Your books' software, set up like we mean it.
QuickBooks Online and Xero are both excellent and both easy to set up badly. A default chart of accounts, unmapped HST codes and a wild bank feed cost you every single month after. We set up either platform properly, clean up DIY files, and migrate you in either direction, with honest advice about which one fits.
Four jobs, done properly.
Setup from zero
A chart of accounts built for your industry (not the default template), HST codes mapped including exempt and zero-rated where you need them, bank and card feeds connected, POS and platform integrations wired, receipt capture on your phone, and a 45-minute owner walkthrough so you actually use it.
Cleanup of DIY files
We audit first: account sprawl, miscoded history, unreconciled months, duplicate names, stale balances. Salvageable files get cleaned in place; hopeless ones get rebuilt fresh with clean opening balances. Either way you get the honest recommendation and a flat quote before anything changes.
Migration, either direction
Xero to QuickBooks or QuickBooks to Xero: balances, open invoices and bills, customers, vendors and history moved, HST codes remapped, feeds reconnected, and the first month run in parallel so nothing falls through the switch.
Honest platform advice
QuickBooks wins for Canadian payroll integration and app depth, and our ProAdvisor billing discounts your subscription. Xero wins on unlimited users and elegant reconciliation, but needs a third-party payroll add-on in Canada. We run both daily and will tell you which fits, not which pays us more.
QuickBooks vs Xero, in one minute.
Both keep excellent books when set up right. The differences that actually matter for a Toronto small business are payroll, users and price, and they cut in different directions.
On our plans it's simpler still: the QuickBooks subscription is included, firm-billed at our ProAdvisor discount.
Ask us which fits your setup →The questions owners ask about the tools.
For most Toronto small businesses we default to QuickBooks Online: native Canadian payroll, the largest app ecosystem, and our ProAdvisor firm billing saves you subscription money. Xero is genuinely good, unlimited users, clean reconciliation, but has no native Canadian payroll, so you add a third-party service. We support both and will tell you honestly which fits.
No. Your QuickBooks Online subscription is included in every monthly plan, billed through our firm account. One price covers the software and the bookkeeping. See pricing.
We audit first. Salvageable history gets cleaned in place; a hopeless file gets rebuilt fresh with clean opening balances carried forward. You get the recommendation and a flat quote before anything changes, usually bundled with a catch-up project.
Yes, both directions: balances, open invoices and bills, contacts and available history moved, HST codes remapped, feeds reconnected, and the first month run in parallel so nothing is lost in the switch.
Related reading & services.
Fifteen minutes in your file
tells us everything.
The free review looks at your current setup, chart, HST mapping, feeds, reconciliation state, and hands you the fix list in writing, whether or not we do the fixing.
On a call or in person · view-only access is enough · findings are yours either way