Bookkeeping
Reliable monthly bookkeeping for small businesses. Reconciled, accurate, and done for you — so you never fall behind on your books.
Small business bookkeeping & accounting — done like it's our own.
Big-firm expertise, personal attention. We don't just clean up your books — we help you understand them, so you can grow with confidence.
Launch offer: first month free for our next 5 new clients.
We take on a limited number of clients to stay hands-on. Book a free call to claim a spot.
Curious what it'd cost first? Get a free estimate in 60 seconds →
30-day money-back guarantee. If you're not satisfied, you don't pay.
Built by a finance leader who's worked at
Bringing that caliber of financial partnership to Canadian businesses — CPA, MBA credentialed.
Works with the tools you already use
QuickBooks
Xero
Stripe
Shopify
GustoWe're flexible — we work in the tools you already use, and can recommend the right setup if you're starting fresh.
Services
Bookkeeping, accounting, and finance — all under one roof.
Most small businesses just need their books done right. Some need more. Start with reliable bookkeeping, then add accounting or CFO-level support as you grow — all from one finance partner who knows your business.
Core Services — what most small businesses need
Accounting & Month-End Close
Clean financial statements and an on-time monthly close. Decision-ready accounting, not just tidy books.
Advisory Services — for businesses that need more
Fractional CFO
Senior financial leadership without the full-time cost — cash flow, strategy, budgeting, and board reporting when you need it.
FP&A & Forecasting
Budgets, forecasts, and financial models that turn your numbers into clear business decisions.
Fundraising & Investor Materials
Investor-ready models, decks, and financials — built by someone who's sat on the bank side of the table.
M&A & Transaction Advisory
Guidance through buying, selling, or raising capital — at an institutional level.
How It Works
Getting started is simple.
01
Book a free 30-minute call
We learn your business and where you need help — no pitch, just a real conversation.
02
We scope a tailored plan
Clear deliverables, scoped to your needs. You'll know exactly what you're getting and why.
03
We get to work
Clean financials and a strategic partner who understands your business and where it's headed.
Plans
Bookkeeping and accounting plans built around your business.
Straightforward monthly plans that scale as you grow — from core bookkeeping to full accounting support. Every engagement is tailored, so we'll build the right plan with you on a free call. No long-term contracts.
Monthly Bookkeeping Plans
Solo
For sole proprietors & early-stage businesses
- Dedicated bookkeeper
- Transaction categorization
- Monthly bank & credit card reconciliation
- Monthly financial statements (P&L and balance sheet)
- Year-end books ready for your tax accountant
Growth
For established small businesses
- Everything in Solo, plus:
- Full accrual-based bookkeeping
- Multiple bank & credit card accounts
- Accounts payable & receivable tracking
- Quarterly review call to walk through your numbers
Scale
For higher-volume or multi-entity businesses
- Everything in Growth, plus:
- Multi-entity & multi-currency support
- Monthly management reporting package
- Priority support
- Monthly review call
Behind on your books? We also offer one-time catch-up bookkeeping to get you current and accurate before your monthly plan begins.
Accounting & Controller
Everything in bookkeeping, plus a full month-end close, a management reporting package, cash flow tracking, and a monthly review call. For businesses that need decision-ready financials, not just clean books.
Fractional CFO & Advisory
Senior financial leadership without the full-time cost — forecasting and financial models, board and investor reporting, fundraising prep, M&A and transaction support, and KPI work. Led by a finance operator with experience at Morgan Stanley and Uber.
Not sure where to start? Try our free tools →
Every business is different. Book a free call and we'll build a plan that fits — no contracts, no pressure.
We don't handle tax filing in-house, but we'll keep your books tax-ready all year and connect you with trusted tax partners in our network.
A note from me
Kushal Mehta
Founder & Principal · CPA, MBA
Hi there,
I'm Kushal — and if we work together, I'm the one who'll actually be doing your books. Not a call center. Not an offshore team. Not an algorithm. Me.
Here's something I believe: you didn't start your business to do bookkeeping. But I did. I spent years doing high-stakes finance at places like Morgan Stanley and Uber, and what struck me over and over was how all that financial firepower stayed locked inside big, well-funded companies. The businesses doing the real, hard work almost never got access to it.
So I started Lattice to change that.
I'll keep your books clean, and — just as important — I'll help you actually understand your numbers. You shouldn't have to live in the weeds, but you should know what they're telling you. And when you have questions (you will), you'll get me. A real person who knows your business, usually the same day.
AI is remarkable at a lot of things. Your finances aren't one of them yet — they're too important to hand to a generic tool. So this stays human.
I know handing over your finances is a big deal, and trust matters more than anything here. So don't just take my word for it — do your research, talk to a few people, kick the tires. If it feels right, I'd be glad to help.
Either way: go build your thing. I'll take care of the books.
— Kushal
Kushal Mehta, CPA & MBA · Founder, Lattice Finance
FAQ
Questions, answered.
Ready to get your finances working for you?
No pitch, no pressure — just a conversation about where your business is and how we can help.
Prefer email? Reach us at info@latticefinance.ca
Or just pick up the phone — we'd love to chat: 437-475-1688