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YOUR TRUSTED FINANCE PARTNER

Clear, reliable accounting and back-office support—built to scale with you.

Services

Taking your business to the next level

bosa provides flexible finance and back-office support for startups and growing businesses in Canada and the US—whether you need day-to-day accounting, clear reporting, or ongoing financial leadership as you grow.


Our services include:

  • Monthly accounting and reconciliations

  • Back-office and operational finance support

  • Financial reporting and dashboards

  • Fractional Controller / CFO support

  • Project-based cleanup, system improvements, and automation

01

Monthly Accounting Services

We provide ongoing bookkeeping and accounting support to ensure your financial records are accurate, complete, and consistently maintained. This includes regular reconciliations, transaction reviews, and a structured month-end close process so your numbers are always reliable. With reporting on a set schedule and disciplined processes, you gain confidence in your financial data and avoid last-minute surprises.

02

Back-Office Support

We support your day-to-day finance operations so nothing falls through the cracks as your business grows. This includes accounts payable and receivable oversight, payroll coordination, and hands-on support with finance systems and workflows. Our goal is to act as a dependable extension of your team, keeping operations smooth, compliant, and efficient.

03

Financial Reporting & Dashboards

We deliver clear, decision-ready financial reports and dashboards that go beyond basic reports. Our reporting highlights key performance metrics, trends, and variances so you can quickly understand how your business is performing. With visual dashboards and actionable insights, you can focus on making informed decisions instead of digging through spreadsheets.

04

Fractional Controller / CFO

Our fractional Controller and CFO support provides experienced financial leadership without the cost of a full-time hire. We focus on forecasting, performance analysis, cash-flow management, and strategic planning to help guide your business forward. This service is ideal for growing companies that need executive-level financial insight, risk management, and decision support.

05

Finance Process Automation & Optimization

We design and implement automated workflows that reduce manual effort and improve consistency across finance and back-office processes. Automation helps eliminate repetitive tasks, minimize errors, and speed up reporting cycles. By optimizing how work gets done, your team can focus on higher-value analysis and decision-making.

06

Bookkeeping Catch-Up & Cleanup

We provide one-time support to bring your books fully up to date when records have fallen behind or become inconsistent. This includes correcting errors, reconciling historical transactions, and organizing accounts to ensure accuracy. Once completed, your financials are clean, reliable, and ready for ongoing reporting or compliance needs.

07

System Implementations

We help set up or improve accounting and finance systems to better support your operations and reporting needs. This includes system configuration, workflow improvements, and data structure alignment to ensure accuracy and scalability. Our approach focuses on building systems that are efficient today and flexible for future growth.

08

Finance & Operations Consulting

We offer focused consulting engagements to assess financial and operational processes and identify improvement opportunities. These projects are designed to address specific challenges, inefficiencies, or growth-related issues. The result is practical, actionable recommendations that drive clarity, control, and performance.

Why bosa

We’re good with numbers

Built for growing businesses

Support that scales as you do, from startup to established.

Clarity you can actually use

Reports in plain language, focused on the numbers that drive decisions.

Reliable and consistent execution

Month-end closes on a set schedule and processes you can count on.

A practical extension of your team

We work inside your tools and workflows, like an in-house team.

About Us

bosa is led by experienced finance professionals with 12+ years of hands-on experience across accounting, FP&A, and finance leadership, combined with strong exposure to modern data platforms and AI-driven tools. We provide clear, reliable financial reporting and practical insights for growing businesses—focused on clarity, consistency, and real-world decision support without unnecessary complexity.

Clear, dependable financial support designed to simplify operations and support better decision-making. By combining solid accounting practices with data and automation, businesses gain reliable insights, consistent processes, and the confidence to focus on growth.

Packages

Simple monthly bookkeeping packages

Three levels of monthly support for founder-led startups in Canada and the US. Pick the level you need today and move up as you grow. Every package comes with a named, experienced finance professional - not a call centre.

Fixed monthly pricing, quoted after a free 20-minute call.

Need forecasting, budgets and dashboards, or a fractional Controller / CFO? Looking for a one-time project such as a bookkeeping catch-up, a QuickBooks or Xero setup, or automation? We'll scope it with you and send a custom quote.

Essentials

Who it's for: Founders who want clean, up-to-date books and a clear picture of the numbers each month.

  • Monthly bookkeeping

  • Bank and credit card reconciliations

  • Monthly financial reports (profit and loss, balance sheet)

  • Month-end close on a set schedule

Operations

Who it's for: Growing teams that want bills, invoices and payroll handled alongside the books.

  • Everything in Essentials

  • Accounts payable: bills and payments

  • Accounts receivable: invoicing and follow-ups

  • Payroll coordination

Growth

Who it's for: Established businesses that want tax filings coordinated and a regular look at cash flow.

  • Everything in Operations

  • HST and sales tax filings

  • Tax coordination with your accountant

  • Employer Health Tax (EHT) support, where it applies

  • A 1-hour cash-flow review each month

How it works

1. Book a free 20-minute call

Tell us about your business, your tools and where you need help. No cost and no obligation.

2. Get a fixed proposal

We send a written proposal with a fixed monthly price and a clear scope, so you know exactly what's included.

3. Onboarding

We get access to your accounting tools, review your books and agree a set schedule for your monthly close and reports.

Prefer email? Write to info@bosa-solutions.com

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