CPA-led bookkeeping for small businesses

Clean books. Clear reports. Numbers you actually understand.

Financiali handles your bookkeeping, reporting, and QuickBooks cleanup so you can stop guessing where your money went — and start making decisions with confidence.

No jargon · No long-term contracts · QuickBooks Online support
Monthly report ready
Plain-English summary included
↑ 12% vs last month
Revenue
8,400
Net Profit
1,200
Expenses
7,200
Profit Margin
29.2%
Revenue — last 6 months
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Your largest expense this month was subcontractor fees. Profit margin improved by 3 points vs April.
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Monthly report ready
Simple summary included
Books reconciled
All accounts up to date
Trusted by small business owners across
Law Firms
Contractors
Dental Clinics
Agencies
Consultants
Trades
Nonprofits
Online Businesses
The problem

Your books should not only matter at tax time.

If you only look at your numbers once a year, you are probably making decisions with half the picture. Financiali keeps your books current so you can understand what happened, what is happening now, and what to do next.

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You do not know your real profit

Revenue might look good, but without clean books you still do not know what you actually made.

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Tax time becomes stressful

Messy records, missing reconciliations, and last-minute scrambling make year-end harder than it needs to be.

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You are managing by bank balance

When bookkeeping is behind, it is easy to make decisions based on cash in the account instead of real numbers.

What we do

Bookkeeping and reporting designed for owners, not just accountants.

Clear, practical support that helps you keep your books current and your numbers useful.

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Catch-Up & Cleanup

Behind on your books? We clean up past months or years and get everything ready for your accountant and tax season.

⚙️

QuickBooks Setup & Training

We set up or fix your QuickBooks Online system so it actually matches how your business works.

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Monthly Reports

You get simple reports showing revenue, expenses, profit, cash flow, and what changed.

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Owner-Friendly Explanations

We do not just send reports. We explain what the numbers mean in plain English so you can actually use them.

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Dashboards & Forecasting

For businesses that want more visibility, we can add dashboards, budgets, and cash flow planning.

Pricing

Transparent monthly bookkeeping support.

Clean, reliable bookkeeping costs less than messy books, missed deductions, and decisions made without real numbers.

100% satisfaction in month one or pay nothing
No contracts. Cancel anytime.
Essentials

For small businesses that need clean, reliable monthly bookkeeping.

Starting at $500/month
Best for lower-complexity businesses

  • Monthly transaction categorization
  • Bank and credit card reconciliations
  • Basic monthly financial reports
  • Year-end accountant-ready package
  • Email support
Book a review
Premium

For more complex businesses that need deeper financial support.

Starting at $1,200/month
Best for more complex reporting needs

  • Everything in Growth
  • Budget vs actual reporting
  • Cash flow forecasting
  • Custom KPI dashboard
  • Payroll or accrual support
  • Multi-entity support where needed
Book a review

Final pricing depends on transaction volume, number of accounts, complexity, cleanup required, and reporting needs. After a quick review of your books, you will get a clear quote before any work begins.

How it works

A simple process from messy books to clear numbers.

We keep the process straightforward so you always know what happens next.

1

Free review call

We learn about your business, current bookkeeping setup, and what kind of support you need.

2

Cleanup or setup

We clean up your books, organize your accounts, and make sure QuickBooks is set up properly.

3

Monthly bookkeeping

We reconcile transactions, categorize activity, and keep your books current month after month.

4

Clear monthly reporting

You get simple reports and explanations so you understand what is happening in your business.

Your intro video goes here

Use this space for a short 60–90 second video introducing yourself, who Financiali helps, and what happens on the free review call.

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About Ali

I’m Ali, a CPA and the founder of Financiali.

I started Financiali because I noticed a gap between basic bookkeeping and the kind of financial support small business owners actually need.

With Financiali, my goal is to bring that same level of organization and clarity to small businesses — without the corporate jargon or unnecessary complexity.

CPA-led support
Owner-friendly communication
Bookkeeping connected to real decision-making
Common situations we help with

Real problems small business owners run into all the time.

If any of these sound familiar, Financiali is built for exactly this kind of support.

“I’m behind and need to catch up.”

We clean up past months or years, reconcile your accounts, and get your books ready for tax time.

“I don’t know if I’m actually profitable.”

We organize your books and provide simple reports so you can see revenue, expenses, margins, and cash flow more clearly.

“My current setup is messy.”

We help clean up your QuickBooks, chart of accounts, bank feeds, and reporting structure so your system is easier to maintain.

“My accountant only talks to me at tax time.”

We keep your books current throughout the year so your accountant is not working from messy records at the last minute.

“I’m growing and need better visibility.”

We help you move beyond basic bookkeeping with monthly summaries, cash flow visibility, and simple reporting you can use.

“I’m tired of doing the books myself.”

We take bookkeeping off your plate so you can focus on running the business instead of sorting transactions after hours.

FAQ

Questions business owners usually ask before getting started.

Clear answers so you know what to expect.

Do I need to use QuickBooks Online?+
QuickBooks Online is the platform Financiali is built around, so it is our preferred setup for ongoing work. If you are not on QBO yet, we can help you get set up properly.
Can you clean up old bookkeeping?+
Yes. Whether you are a few months behind or need a larger cleanup, we can catch your books up and get everything organized again.
Do you replace my accountant?+
No. Financiali focuses on bookkeeping, reporting, and financial organization. We help make life easier for both you and your accountant at year-end.
How much does it cost?+
Pricing depends on your transaction volume, number of bank or credit card accounts, complexity, and the level of reporting you need. Monthly bookkeeping typically starts around $500 per month, with more involved support often falling in the $800 to $1,200+ range. After a quick review of your books, we will provide a clear quote.
Do you work with businesses outside my city?+
Yes. Financiali works remotely and can support businesses beyond Toronto, as long as the fit is right.
What do I need to get started?+
Usually we start with a quick call, a look at your current bookkeeping setup, and access to any bookkeeping software or accounts needed for review. From there, we will map out the next step clearly.
Next step

Let’s take a look at where your books stand.

In 30 minutes, we will review your current setup, talk through what is working, identify what needs cleanup, and give you a clear next step.

✓ No commitment
✓ Clear next steps
✓ No jargon
Choose a time on Calendly
The calendar below opens directly to Financiali’s 30-minute review call.
Book your call

Choose a time that works for you.

Book a 30-minute Financiali review call through Calendly. We’ll look at your current bookkeeping setup and map out the clearest next step.