Expert Bookkeeping
Complex books handled with a senior hand, for operations that have outgrown general bookkeeping.
- Several revenue streams or entities
- Practitioner splits and payouts
- Property-level and portfolio reporting
Chartered Professional Accountant · Kelowna, BC
A CPA on your side.
Senior-level bookkeeping, analysis and reporting for organizations that have outgrown basic bookkeeping and don't yet need a full-time finance department.
18 years in finance · Public practice · Local government · Business owner
Month-end closeOctober
| Task | Done | By |
|---|---|---|
| Bank and card reconciliations | JH | |
| Transactions categorized | JH | |
| Collections tracking | JH | |
| Profit and loss | JH | |
| Balance sheet | JH | |
| Cash flow statement | JH | |
| GST filing | JH |
What we do
Reliable numbers, credible reporting, and someone to ask "what happens if…"
Fractional Financial Analyst
An experienced analyst on a part-time or as-needed basis, without the full-time hire.
- Management reporting packages
- Budgets and rolling forecasts
- "What-if" assessments before you commit
CPA-Level Support
Reporting in the format, detail and timing lenders expect, without pulling your team off the work.
- Cash flow and pro forma projections
- Consolidated statements for financing
- Annual covenant reporting
Local Government Finance
Project and contract help for municipal and regional district finance teams.
- Year-end, audit and financial statements
- Budgets and five-year financial plans
- Defined projects and busy-season cover
- Property managers and owners
- Property-level and portfolio reporting, owner statements and expense allocation.
- Multi-practitioner clinics
- Practitioner splits, payouts and revenue allocation, tracked the same way every month.
- Corporate groups
- Intercompany activity and consistent treatment across every set of books in the group.
- Businesses working with a lender
- Projections, consolidated statements and covenant reporting, ready when the bank asks.
- Municipalities and regional districts
- Year-end and audit support, financial plans, and accounting operations when the team is stretched.
Experience
Eighteen years, from three sides of the table.
Public practice
Started out serving owner-managed businesses, from bookkeeping through to year-end.
Local government
More than a decade with a regional district and a municipality, rising to Financial Reporting Supervisor and leading the annual audit.
Business owner
Owns and operates commercial real estate, so she has signed for the business as well as prepared the statements.
Framework Financial is led by Janelle Harrison, CPA.
About JanelleHow it starts
Most engagements begin with a short conversation.
Talk it through
What's on your plate and where the pressure points are. No obligation.
Scope something that fits
A defined project, ongoing monthly support, or a hand during a busy stretch.
Get your time back
We take the data entry, reconciliations, reporting and year-end scramble off your desk.
Start a confidential conversation.
Tell us what you need and we'll reach out shortly.