Our Services


  • Providing services to corporations, owner-managed businesses, entrepreneurs, non-profit organizations and private practice
  • Services are customized to clients requirements – daily, weekly, monthly, quarterly, semi-annually  and annually
  • Weekly, bi-weekly and monthly payroll processing
  • Monthly bank reconciliations
  • Preparation of monthly, quarterly or annual financial reports
  • Processing of source deductions, WSIB, ROEs, T4/T5 reconciliation & processing
  • HST filing
  • Assistance with incorporation and registrations
  • Business plans and budgets
  • Financial planning
  • Competency in QuickBooks and Simply Accounting
  • Software installation, training and support


  • Personal
  • Rental Property
  • Sole Proprietor
  • Corporate

Our Strategic Partners

At POCKET CFO we can provide calculated solutions without the expense of hiring a fulltime CFO. We work one on one with you to create a clear and concise direction with vision so you can make proactive choices and build long term stability and focus less on putting out the fires. We are dedicated to answering your questions and helping you build a working plan to meet your goals. We believe in empowering business owners to make strategic choices that benefit their success by providing the necessary tools for continued growth and accomplishments. LEARN MORE HERE