We improve the structure and reliability of your bookkeeping without taking over day-to-day data entry. Our focus is on workflow, accuracy, and reporting discipline so owners can trust the information they see and use it to make decisions.

• Review and improve bookkeeping workflows
• Strengthen chart of accounts structure
• Establish consistent month-end routines
• Reduce errors and rework
• Align bookkeeping output with reporting needs

We focus on how your bookkeeping supports reporting, not just data entry. The goal is cleaner information, fewer surprises, and less time spent questioning the numbers.

Call 780.463.0000 or email
info@sherwoodadvisory.com
to discuss your bookkeeping structure.

We coordinate financial information and preparation schedules so tax work runs efficiently. Our role is to reduce last-minute scrambling and minimize disruption to your business.

• Organize financial data for tax preparation
• Align timelines with external accountants
• Identify gaps or inconsistencies early
• Reduce back-and-forth during tax season
• Support clean handoffs to tax professionals

We work alongside your existing accountant to ensure they receive accurate, timely information. This leads to fewer surprises and a more predictable tax process.

Next Step
Call 780.463.0000 or email
info@sherwoodadvisory.com
to prepare for your next tax cycle.

Our advisory services focus on interpreting results, identifying priorities, and supporting business decisions. We help owners understand what the numbers are saying and what actions to consider next.

• Review financial performance on a regular basis
• Focus on cash flow and margin visibility
• Identify trends and emerging risk areas
• Support forecasting and planning
• Provide clear, actionable insight

We keep advisory practical and grounded in how the business actually operates. The goal is better decisions, not more reports.

Next Step
Call 780.463.0000 or email
info@sherwoodadvisory.com
to discuss advisory support.

We help businesses prepare for debt or equity by strengthening financial structure and aligning reporting with business goals. Our focus is readiness and credibility before conversations begin.

• Assess capital readiness
• Improve financial reporting and structure
• Support debt or equity planning
• Align financial narrative with operations
• Coordinate with lenders or investors as needed

We help you enter capital discussions prepared, informed, and positioned to move forward confidently.

Next Step
Call 780.463.0000 or email
info@sherwoodadvisory.com
to discuss capital planning.

We help identify and streamline financial and administrative processes that consume time and attention, reducing operational drag across the business.

• Review administrative workflows
• Clarify roles and responsibilities
• Improve documentation and routines
• Reduce duplicated or manual work
• Create consistent operating processes

Our goal is to simplify the work behind the scenes so owners can focus on running the business.

Next Step
Call 780.463.0000 or email
info@sherwoodadvisory.com
to reduce administrative load.

We support the organization and preparation of information related to Canadian securities filings. Our role is coordination and structure, working alongside legal and regulatory professionals.

• Organize required financial information
• Support preparation timelines
• Coordinate with legal and compliance advisors
• Maintain clear documentation

We help reduce compliance stress by keeping processes clear and predictable.

Next Step
Call 780.463.0000 or email
info@sherwoodadvisory.com
to discuss filing support.