So you can run the business, not reconcile it.
Whether you’re running a boutique, a restaurant, a construction company, or a professional services firm in Calgary or beyond: your books need to be clean, current, and readable. We’ve worked with businesses across all industries and all sizes. Our clients don’t manage their own books, because they know their time is better spent running their business. They make data-informed decisions based on up-to-date, timely financial information.
Bookkeeping Services
The operational foundation of your finances: keeping your records accurate, current, and organized.
- Transaction categorization and reconciliation
- Payroll processing and reporting
- Accounts payable and receivable management
- Month-end and year-end close
Accounting Services
The reporting layer: preparing and presenting your financial picture accurately and completely.
- Financial statement preparation (income statement, balance sheet, cash flow)
- Audit preparation
- Year-end working paper preparation
- Chart of accounts setup and maintenance
- Fixed asset tracking and depreciation schedules
- GST/HST filing and compliance
- Management reporting packages
- Bank reconciliations
There are two kinds of business owners.
Those whose books are always a few months behind: scrambled together when someone asks for them. And those whose numbers are always current, always clean, and ready to inform the next decision. The difference isn’t the size of the business. It’s whether someone owns the books or not.
Personal service, every time.
At Citrus, every client has a direct, ongoing relationship with their account manager: someone who knows your business, knows your numbers, and is reachable when you need them. That’s not a feature. It’s how we work.
Limited availability each quarter.
We onboard new bookkeeping and accounting clients on a rolling quarterly basis: with limited spots available each quarter to ensure every transition is handled properly and every client receives the attention they deserve from day one. Reach out to check current availability.
Once the books are current, the next question is what the numbers are telling you. That is where our business and financial advisory picks up.
Get Started. Book a free 20-minute call to talk through your needs.
Book a Meeting