Know where your business stands throughout the year

Monthly accounting keeps recurring work on a consistent schedule throughout the year. Transactions are accounted for, balances are reconciled, period-end adjustments are completed, and financial reports are prepared for management use.

For lower-volume businesses, a quarterly cadence may provide the right balance.

Check monthly accounting fit Schedule an introductory call

When recurring accounting is worth considering

Year-end regularly surfaces issues that would have been easier to address earlier

Accounting questions are pulling you away from running your business

You can’t quickly see what your business earned, spent, or owes

You need financial information before deciding on hiring, pricing, or cash flow

GST/HST and payroll deadlines are getting harder to stay ahead of

You want a CPA who already knows your business when questions come up

The Core foundation

Ongoing accounting for business activity

Bank, credit-card, loan, and other account reconciliations

Monthly management-use financial reports

Period-end close, accruals, prepaid expenses, and other recurring adjustments

GST/HST return preparation and filing

Receipt, invoice, and document processing

Payroll accounting using complete reports from your payroll platform

CRA correspondence connected to filings prepared by Anchor & Wave

Looking for annual tax preparation or catch-up work? See Tax Compliance or Accounting Setup & Catch-Up.

Monthly or quarterly?

The right cadence depends on your transaction activity, reporting needs, and filing schedule. It can change as your business changes.

Monthly may fit when

Transaction activity is recurring or increasing
The accounting requires attention each month
Information must be available before quarter-end or year-end
Payroll or GST/HST activity requires regular accounting
Reporting discussions occur monthly

Quarterly may fit when

Activity is lower-volume or periodic
The accounting remains reliable between reporting dates
Quarterly information is timely enough for decisions
Filing and reporting follow the same cadence

Pricing

Accounting Foundation

Core

From $350 per month

For owners who want reliable monthly records, routine filings kept current, and a clear view of where the business stands.

Reporting & financial review

Growth

From $900 per month

For businesses that need stronger reporting, cash-flow visibility, and scheduled monthly discussions of what the numbers show.

Controller-level oversight

Strategic

Custom pricing

For established businesses that need recurring forecasting, profitability analysis, and controller-level support alongside the monthly accounting and reporting.