Financial Services
Built for Your Business

Six comprehensive services, one dedicated team. Everything you need to keep your finances clean, compliant, and working hard for your growth.

Get a Custom Quote β†’
All Services

Everything Under One Roof

We handle the numbers so you can focus on what you do best β€” running and growing your business.

01
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Full-Cycle Bookkeeping

The foundation of your financial health. We take full ownership of your books every month β€” recording every transaction, reconciling every account, and delivering clean, accurate records you can rely on. No more guessing, no more stress.

  • Monthly bank reconciliation
  • Credit card reconciliation
  • Accounts payable management
  • Accounts receivable tracking
  • General ledger maintenance
  • Journal entries & adjustments
  • QuickBooks Online certified
  • Xero certified
Get Started β†’
02
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Financial Reporting

Numbers only matter if you understand them. We prepare clear, plain-English financial statements every month β€” so you always know exactly where your business stands and what to do next. No more flying blind.

  • Monthly Profit & Loss statements
  • Balance sheet preparation
  • Cash flow statements
  • Custom KPI dashboards
  • Year-end financial packages
  • Management reports
  • Variance analysis
  • Tax-ready financials
Get Started β†’
03
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Payroll Processing

Keep your employees paid accurately and on time β€” every time. We handle all CRA payroll obligations so you never have to worry about remittances, penalties, or compliance issues again.

  • Weekly, bi-weekly, monthly payroll
  • Direct deposit setup
  • CRA payroll deductions
  • CRA remittances & filing
  • T4 preparation & distribution
  • Record of Employment (ROE)
  • Benefits & RRSP deductions
  • Payroll reports & summaries
Get Started β†’
04
🧾

HST & Tax Filing

Never miss a CRA deadline again. We prepare and file your HST/GST returns accurately and on time, handle any CRA correspondence, and keep you fully compliant year-round β€” with zero surprise bills.

  • Quarterly HST/GST returns
  • Annual HST/GST returns
  • Input tax credit (ITC) tracking
  • CRA correspondence handling
  • Year-end tax preparation
  • Audit support & documentation
  • HST registration assistance
  • Deadline management
Get Started β†’
05
🎯

Business Financial Advisory

Go beyond the numbers. We help you understand your financials deeply and translate them into smarter business decisions β€” whether you're planning to hire, expand, buy equipment, or raise prices.

  • Cash flow forecasting
  • Annual budget creation
  • Break-even analysis
  • Profitability deep-dives
  • Pricing strategy support
  • Growth scenario modeling
  • Monthly strategy check-ins
  • Financial goal tracking
Get Started β†’
06
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Bookkeeping Cleanup

Behind on your books? Mixed personal and business expenses? Years of unreconciled accounts? We've seen it all β€” and we'll restore order without judgment. Fast, thorough, and affordable.

  • Historical data cleanup
  • Catch-up bookkeeping
  • Account reconciliation
  • Chart of accounts setup
  • Software setup & migration
  • Process documentation
  • Transition from old bookkeeper
  • Clean handoff to ongoing service
Get Started β†’
Transparent Pricing

Simple, Fixed Monthly Pricing

No surprise bills. No hidden fees. Just clear, honest pricing that lets you budget with confidence. All plans are customizable.

Starter
Essentials
$299/month

Perfect for sole proprietors and very small businesses just getting organized.

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Full-cycle bookkeeping
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Monthly P&L statement
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Bank reconciliation (1 account)
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Quarterly HST filing
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Email support (48hr response)
Get Started
Scale
Enterprise
$899/month

For established businesses needing full financial partnership and strategic advisory.

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Everything in Professional
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Unlimited payroll employees
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Monthly advisory call
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Cash flow forecasting
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Budget vs actual reporting
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Same-day support response
Get Started

All prices in CAD. Custom pricing available for high-volume businesses. Book a call for an exact quote.

Why Upright

The Upright Difference

We're not just bookkeepers β€” we're your financial partners who care about your success as much as you do.

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Local Ontario Expertise

Based in Halton Hills, we know Ontario's tax laws, HST rules, and CRA requirements inside out.

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CPA-Supervised Work

Every file reviewed by a Chartered Professional Accountant for an extra layer of accuracy and assurance.

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24-Hour Response Guarantee

Have a question? Get a real answer from a real person within 24 hours β€” always.

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Fixed, Transparent Pricing

No surprise invoices. Ever. You know exactly what you pay each month before we start.

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Tech-Forward Tools

QuickBooks Online, Xero, and the latest cloud accounting tools β€” secure, accessible, and always current.

Client Results
90%
of clients save 5+ hours per week on financial admin
3Γ—Faster month-end close
$0Late filing penalties
24hrResponse guarantee

Certified Software Partners

Not Sure Which Service You Need?

Book a free 30-minute call. We'll assess your situation and recommend exactly the right solution β€” no upselling.

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