General Questions
What is Finmate?
Finmate is a modern, tech-enabled bookkeeping and financial support service based in Canada. We empower small and growing businesses by managing their finances through cloud-based tools, automation, and professional oversight-all without the expense and commitment of hiring full-time, in-house staff.
Is Finmate a Canadian bookkeeping service?
Yes. Finmate is a Canada-based financial support and bookkeeping service dedicated to serving businesses across Canada. Our processes, reporting standards, and software tools are fully designed to align with Canadian business and compliance requirements.
Who is Finmate ideal for?
Finmate is the perfect solution for business owners who want clear, organized financials without the burden of managing bookkeeping themselves. This includes: * Small and medium-sized businesses (SMBs) * Startups and growing companies * Logistics and trucking businesses * Contractors and service-based companies
Services & How We Work
What services does Finmate offer?
Our comprehensive services ensure your business finances are accurate and up-to-date: * Core Bookkeeping: Monthly bookkeeping, bank, and credit-card reconciliations * Transactional Support: Accounts Payable (AP) and Accounts Receivable (AR) management * Expense Management: Streamlined expense tracking and management * Financial Reporting: Production of key reports (Profit & Loss, Balance Sheet, Cash Flow) * Software Optimization: Accounting software setup and optimization (e.g., QuickBooks Online) * Ongoing Support: Dedicated financial coordination and support
How does the onboarding process work?
Our fully remote onboarding process is simple and efficient: 1. Discovery: Initial consultation to deeply understand your specific business needs. 2. Secure Setup: Establish secure access to your financial accounts and accounting tools. 3. System Review: Review or set up your bookkeeping systems for maximum efficiency. 4. Professional Assignment: Assign a dedicated Finmate finance professional to your account. 5. Ongoing Workflow: Initiate the monthly workflow with regular reporting and updates.
Do I need to already use accounting software?
No. If you currently use software like QuickBooks Online, we will seamlessly work within your existing setup. If you do not have accounting software, we will recommend the best tools for your business and handle the entire setup process.
Do you work remotely?
Yes. Finmate operates and delivers all services fully remotely, enabling us to efficiently serve clients across all of Canada.
Pricing & Engagement
How is pricing structured?
Pricing is based on factors such as transaction volume, the scope of services required, and overall business complexity. We offer flexible monthly packages with transparent terms and no long-term contracts.
Are there any hidden fees?
No. Transparency is a core value. All pricing is clearly discussed and agreed upon upfront before any engagement begins.
Do you offer custom packages?
Yes. Recognizing that every business is unique, we customize our services and packages to precisely match your operational needs and budget.
Security, Compliance & Structure
Is my financial data secure?
Absolutely. We prioritize your data security by utilizing industry-leading, secure, cloud-based software and enforcing strict internal confidentiality and data-handling practices.
Will my information be shared with anyone?
No. Your business data is strictly confidential. It is only accessible to the authorized Finmate professionals who are actively working on your account.
Is Finmate an accounting firm?
Finmate is not a public accounting firm and, therefore, does not provide audit or tax filing services. We function as your crucial partner, ensuring your books are accurate and fully prepared for your CPA or external tax professional.
In-House Accountant vs. Finmate
Do I need an in-house accountant if I use Finmate?
In most cases, no. Finmate provides the essential bookkeeping, reporting, and financial oversight that most small and growing businesses require—significantly reducing the cost and overhead of hiring a full-time in-house accountant. We can also coordinate with your CPA or external advisors as your business complexity grows.
Support & Communication
How do I communicate with Finmate?
Communication is flexible and tailored to your needs. You can reach us via email, scheduled calls, and through secure, shared digital workspaces, depending on your selected service package.
How often will I receive financial reports?
Most clients receive comprehensive monthly financial reports, with options available for more frequent updates and custom reports as required.
Getting Started
How do I get started with Finmate?
It’s easy. Simply contact us through our website or book a quick discovery call. We will assess your specific needs and guide you through the seamless next steps.
Do you offer a free consultation?
Yes. We offer a free initial consultation to understand your business objectives and confirm that Finmate is the right financial fit for your company.
Our Promise
We do more than just manage your finances. We deliver clarity from day one, confidence as you grow, and the stability your business requires to move forward with certainty.
