Plug-in accountant
Small business program
Our comprehensive accounting services provide the financial clarity and organization your business needs to thrive. With a dedicated bookkeeper assigned to your account, we ensure consistent, reliable support for your growing business.
Core Services
Chart of Accounts Cleanup
Organizing your financial structure for better clarity and performance.
Monthly Bank Reconciliation
Reconciliation of all bank accounts to ensure accuracy and completeness.
Monthly Management Reporting
Detailed monthly financial reports, offering insights into your business’s performance.
Annual Reporting for Tax Preparation
Comprehensive year-end reports prepared for your tax accountant.
Documentation Maintenance
Implementation of secure applications for managing invoices and billing, along with a secured drive for storing permanent documents.
Transaction Categorization
Accurate categorization of transactions in Xero or QuickBooks Online, keeping your books up to date.
Value added services
Domestic Sales Tax
We manage your tax filings, ensuring compliance and accuracy.
Ad-Hoc Senior Accountant Support
For more complex requests, our senior accountants are available to provide expert insights.
Plug-in Accountant
All packages include a dedicated shared drive for document sharing, invoice/receipt managment system & dedicated bill payment software.
What you get
Dedicated Team Member
Work with a single dedicated professional who understands your business and its unique needs.
Scalable
Growth
Easily scale your financial operations as your company grows, with full finance department required.
Accuracy & Preparedness
Stay informed with regular financial reports, delivered consistently to support better decision-making.
Professional Reporting
Access customized financial reports with actionable insights and key metrics to drive your business forward.
Ready for the next step?
From day one through every growth stage, AquiferCFO is your trusted partner, providing financial expertise until you’re ready to establish an internal finance department.
