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Email us or Call: Canmore 403.675.3622 * Calgary 403.813.2127


Business Planning

business planning

It is our passion to assist entrepreneurs with the development of their business. Business Planning is key for all types of business' whether you are in need of financial assistance or not.

This process is necessary in order to successfully and efficiently transfer your dream into a reality.

A sound business plan assists entrepreneurs in 3 key areas:

  • Fundraising
  • Strategy
  • Evaluation

It becomes the road map for your business & needs to be a working document in order to stay on track and achieve your goals.

Cash is still King! We work with our clients to design a realistic Cash Flow Forecast for your business.

We can help you understand the results of your monthly financial statements and advise you on how to make any necessary changes to achieve your goals.


business planning

Business Excellence is something that all entrepreneurs strive for. It is achieved by organizing your business and implementing effective tools to provide you with a number of checks and balances.

An essential tool for your business is an accurate Financial Statement. Without regularly reviewing the status of your finances – you cannot be proactive in implementing or changing your strategies for success.

Failure to regularly review your financial situation is one of the reasons why many businesses fail.

As their business grows, most entrepreneurs put their bookkeeping on the back-burner as something that is not necessary and can easily wait until 'later'.

When you reach this stage – it is time to retain the services of a Bookkeeper in order to stay on top of your business progress.

The importance of retaining a professional and competent bookkeeper for your business cannot be stressed enough.

The staff at InSync have been trained by a Certified Professional Bookkeeper. They are engaged in weekly training sessions in order to best serve our clients. Each staff member is also given professional development opportunities to achieve certifications in their desired areas of interest.

InSync makes it easy for you to outsource our Professional services. We provide the following services at YOUR office or OURS !

  • Payroll
  • Invoicing & Bill Payments
  • Collection of Receivables
  • CRA Reporting for Payroll & GST
  • Bank Account and Credit Card Reconciliations
  • Other Balance Sheet Reconciliations
  • Financial Statement Preparation

At Year End, we provide you with a succinct and organized package to provide to your Accountant.

Let US balance your books, so that YOU can balance your life !


business planning

Do you know the difference between an Employee and a Contractor?

Before you hire either one, make sure you do your homework!

It is also prudent to have a lawyer review or draft your Employment Contracts.

Payroll is one of the most important pieces of your business. It is important for entrepreneurs to understand and comply with the laws governing their place and type of business.

Inaccuracy and incompliance is a deterrent in finding excellent people for your organization.

InSync is able to meet the payroll needs of your organization as follows:

  • Payment Frequency: weekly, bi-weekly, semi-monthly and monthly basis.
  • Direct Deposit for your employees
  • Automatic CRA Payroll Source Deduction remittances
  • Annual T4's and T4 Summary Preparation
  • And more! – ask us about your specific needs


business planning

Do you travel to different countries?

Does your business operate using different currencies?

All InSync staff are trained to use multi-currency software programs.

Remote Access

business planning

InSync has the knowledge and capability to access our client's accounts and software programs remotely.

Today, distance is no longer an issue for business to stay current and up to date in a timely manner.

We work successfully with several organizations that require daily, weekly or monthly reporting. Let us show you how !


business planning

We provide Controllership services to those who are in need of outsourcing this component of their business, on either a short or long-term basis.

In addition to the Bookkeeping Services noted on our site, we can manage your Accounting Department and provide you with:

  • Daily, Monthly, Quarterly and Annual Reporting
  • Budget Preparation, Analysis and Variance Reporting
  • Cash Management
  • Forecasting

InSync makes it easy for you to retain our Professional services at YOUR office or OURS !

Thanks to the many advances in technology, we have the experience and capability to provide you with timely information – whether you are in the same city or elsewhere !