Get your financial house in order by partnering with a dedicated financial administration expert.
Most small business owners aren't accountants — and they shouldn't have to be. But running your business without clean books is like driving without a dashboard. You need to know your numbers to make smart decisions, and that starts with having the right person managing them.
Your Office Angel financial administration professional takes over the daily financial tasks — recording transactions, reconciling accounts, preparing reports, managing invoices, and getting everything tax-ready — so you're never scrambling at year-end and always know exactly where you stand.
Get Matched with a Financial Angel →Explore exactly what your Financial Administration Angel handles for you.
Recording daily business transactions and tracking incoming revenue and expenses.
Categorizing business expenses accurately so your reports are always clean and useful.
Maintaining organized digital receipt folders and clear financial records.
Payroll processing utilizing a dedicated platform to ensure team members are paid accurately while all regulatory filings are handled efficiently.
Matching bank accounts, credit cards, and other bank statements with the accounting software to catch errors.
Verifying that payment processor data aligns perfectly with bank deposits.
Preparing clear monthly financial statements, including Profit & Loss and Balance Sheets, to track business growth.
Cleaning up and closing out financial books at the end of the year so numbers are final and accurate.
Organizing all necessary financial reports, deduction receipts, and 1099 details into a clean digital package.
Handing over a neat, worry-free file directly to a CPA or tax preparer so tax season is completely stress-free.
Reviewing sales tax reports for absolute accuracy before submission deadlines.
Gathering and organizing all data needed to make sales tax filing stress-free.
Drafting and sending out polished, accurate client invoices on a regular schedule.
Monitoring open balances and sending friendly, professional payment reminders to clients.
Verifying that incoming credit card and ACH payments are applied to the correct customer accounts.
Auditing past months or years of books to fix miscategorized expenses.
Untangling un-reconciled accounts, missing transactions, and historical data entry errors.
Bringing back-logged financial records completely up to date.
Guiding the team through the basic navigation of the accounting platform.
Teaching standard procedures like how to create an invoice, log a payment, or upload receipts.
Showing how to find and read essential reports to build confidence in tracking business numbers.
Setting up and running regular and special run payrolls for Canadian employees or contractors accurately and on schedule.
Full-service compliance workflow to calculate, track, and process provincial and federal deductions, income tax withholdings, and government remittances.
Managing year-end payroll reporting requirements, including T4 slips and summary filings, to keep the business compliant with the Canada Revenue Agency.
Calculating and reporting mandatory workers' compensation premiums and assessments based on earnings.
No chatbots. No scrolling through hundreds of profiles. No commitments. A real conversation — then we get to work.
Two minutes that change everything.
We make amazing matches.
Plug in and go.