A cadence you can set your calendar by.

Discovery

A 30-minute call to understand the business, current software, and the gaps. We review what you have, what's broken, and whether we're a fit. No proposal-by-PDF; you'll get a written summary the same day.

• Engagement summary
• Recommended tier
• Scope notes

Onboarding

Secure access handover, app stack setup, chart of accounts review and clean-up, opening balances confirmed. If you're migrating from a prior bookkeeper or spreadsheets, we run a reconciliation against the last filed return.

• QBO setup review
• Dext connected
• Opening balance reconciliation

Monthly close

Bank and credit card reconciliations, receipt capture, AP/AR cadence, GST/HST tracking, payroll handoff coordination, and month-end reports delivered to your inbox by the 15th of the following month — period.

• Reconciliations to the cent
• GST/HST workpaper
• P&L, balance sheet, cash flow

Quarterly review

Included in full with Pulse; lighter-touch on Sync; not part of Ledger. Where it applies, we walk through Fathom dashboards, KPIs that matter for your industry, budget vs. actual, and what to act on before the next quarter. Year-end prep is folded in by Q3 so the accountant's package is a non-event.

Advisory cadence varies by package — Pulse only for the full quarterly review.

• Fathom KPI walkthrough (Pulse)
• Budget vs. actual (Pulse / Sync)
• Year-end runway items (all tiers)