Support for your next step
Business Setup & Financial Process Advisory
Business process advisory is setting up how money moves through your business: your accounting software, chart of accounts, approvals and the routine for invoices, bills and payroll. We tidy what you have and write the steps down, so the books stay simple as you grow.
Brampton · GTA · Virtual support across Canada
How it works
Business systems, step by step.
Exactly what happens after you get in touch, starting with one 15-minute call.
- Today
Book 15 minutes
A free, no-obligation 15-minute call on Teams or at our office at 181 Queen St E, Brampton.
- The call
How money moves today
We look at how invoices, bills, payroll and records move through the business.
- Set-up
Tidy software and accounts
Your chart of accounts set up or tidied, and a review of which apps to connect, keep or drop.
- Hand-over
Written steps for your team
The key money processes and approvals written down, so someone else can follow them.
- Your move
Ready when you are
Pick a 15-minute slot that suits you. We confirm the time and scope with you directly.
Your starting point
Your business is ready to bring more consistency to invoices, records, approvals and reporting responsibilities.
How we help
We review the workflow, support accounting setup, clarify document collection and map approval responsibilities. Agreed work can include initial budgets, cash planning and a practical bookkeeping and filing calendar.
THE WORK, EXPLAINED
What is included
- Review of accounting processes and responsibilities
- Software and chart-of-accounts setup within the agreed system
- Invoice, receipt and document-collection workflows
- Customer and supplier processes with payment-approval responsibilities
- Initial budgets and cash-planning information
- Bookkeeping, reporting and filing calendars suited to operations
The exact work, period, timing, responsibilities and fees are agreed before starting. Services are not automatically included in every engagement.
What you can expect
An actionable improvement plan with clearer responsibilities and a reporting routine matched to your operations.
Business set-up and financial processes
The way your money moves through the business decides how much work your books are.
Process problems we see in growing businesses, and how we help.
-
The problem
Your software was set up in a hurry.
A messy chart of accounts makes every report harder to read.
The solutionAccounts that match your business
We set up or tidy the chart of accounts so reports show income and costs the way you run things.
-
The problem
Personal and business spending are mixed.
Mixed accounts make bookkeeping slow and can cause tax problems.
The solutionSeparate, simple routines
We set out how to keep business money separate and how to record anything personal that slips through.
-
The problem
Only one person knows how anything works.
If they are away, invoicing, payroll or bill payments stop.
The solutionWritten steps
We document the key money processes so someone else can follow them.
-
The problem
You add tools but nothing connects.
Apps that don't talk to each other mean double entry and errors.
The solutionFewer, connected tools
We review your apps and suggest what to connect, keep or drop.
Related services
Why owners trust Wealthy Wave
- Led by Chirag Kalra, Chartered Accountant (ICAI, India), with more than 12 years in accounting and tax
- Plain-language answers about your own numbers, with no jargon
- Bookkeeping, payroll, HST and corporate tax handled by one team
- We never ask for SINs, banking details or tax documents by text or WhatsApp
- A real office at 181 Queen St E, Unit 5, Brampton, with virtual support across Canada
Why sort processes early?
A process that works at five clients a week breaks at fifty. Fixing it before you grow is cheaper than cleaning up after.
- Pick a time. 15 or 30 minutes, on Teams or at our Brampton office.
- We look at it with you. How invoices, bills, payroll and records move through the business.
- You decide. The call comes with no obligation.
Prefer to write first? Send an enquiry. Or call (647) 606-1824.
General information only. Tax advice is given within an engagement, based on your own records.
ANSWERS BEFORE YOU START
Common questions.
Is this the same as incorporation?
No. Incorporation concerns the legal entity and related setup. Financial process advisory focuses on the everyday systems, records, responsibilities and reporting routines of the business.
Will new software solve every records issue?
Software is only one part of a workflow. Roles, supporting documents, approvals and review routines also need to be clear.
What will the business receive?
The agreed deliverables can include a practical process map, responsibilities, setup work, reporting routines and an implementation action list. The exact work is scoped before starting.
CONNECTED SUPPORT
Plan the next step.
A PRACTICAL NEXT STEP
Talk to us before
the deadline.
Share the service you need, your circumstances and any upcoming deadline. We’ll discuss the records, scope and next steps before work begins.