Our Services
Delivering Consistency, Security, and Value
At FreeUp, we’re all about empowering firms and small to mid-sized businesses with seamless accounting and admin strategies tailored to your needs.
Services
Offshore Powered Services, Onshore Oversight
Our services are delivered through two integrated components: Offshore-Powered Services, which include the day-to-day accounting and admin work performed by our global team, and Onshore Oversight, which ensures every engagement meets Canadian standards for quality, security, and compliance.
Offshore Powered Services
We provide structured, remote teams of skilled offshore professionals who handle a full range of accounting and administrative functions.
Accounting & Bookkeeping Support
Our offshore professionals are trained to manage the entire accounting cycle – from transaction entry to accurate financial reporting. This includes:
Bookkeeping
- Daily transaction entry and bank feeds reconciliation
- Maintenance of general ledger and chart of accounts
- Organization of receipts, invoices, and expense documentation
Accounts Payable
- Vendor invoice processing
- Payment scheduling and reconciliation
- Expense categorization
Accounts Receivable
- Customer invoicing and billing
- Payment tracking and follow-ups
- Aging report generation
Bank & Credit Card Reconciliation
- Monthly reconciliation of bank, credit card, and other accounts
- Investigation and resolution of discrepancies
General Ledger Management
- Journal entries and adjustments
- Account coding and classification
- Trial balance review and maintenance
Month-End & Year-End Close
- Cut-off procedures and accruals
- Reconciliation of all balance sheet accounts
- Preparation of working papers for review
Financial Statement Preparation
- Compilation of income statement, balance sheet, and cash flow reports
- Variance analysis and performance summaries
- Custom reporting
Compliance Support
- Preparation of GST/HST filings
- T4/T5 and other year-end supporting documentation
- CRA correspondence preparation
Payroll Processing Support
- Gathering and input of payroll data (hours, deductions, etc)
- Coordination with payroll platforms
- Preparation of payroll summaries, reports, and year-end T4 support
Administrative Services & Integrated Support
Comprehensive back-office support to keep your operations running smoothly—from everyday admin tasks to specialized services like ERP implementation and custom workflow solutions.
Data Entry & Document Management
- Accurate input of financial and operational data into systems
- Organization and maintenance of digital files and folders
- Naming conventions and version control for easy retrieval
Appointment Scheduling & Calendar Management
- Managing client and internal meeting schedules
- Sending reminders and coordinating across time zones
- Booking recurring check-ins and team meetings
Supplier & Vendor Coordination
- Liaising with vendors for quotes, billing, and deliveries
- Tracking supplier performance and compliance
- Maintaining vendor contact lists and agreements
Collections & Invoice Tracking
- Monitoring outstanding receivables and following up on overdue invoices
- Generating and sending client invoices per your billing schedule
- Reconciling payments and updating client accounts
Custom Workflows
- Assisting with setup, data migration, and configuration of ERP platforms
- Supporting integrations with CRMs, accounting software, and project tools
- Helping with testing, training, and ongoing troubleshooting
ERP & Software Implementation Support
- Designing and executing repeatable task flows to improve efficiency
- Supporting cross-department coordination and handoffs
- Setting up and maintaining SOPs for admin processes
Accounting Firm Support
Specialized support for Canadian accounting firms to streamline workflows, reduce staff overload, and maintain high standards across assurance and non-assurance engagements.
Audit & Review Engagement Support
- Preparation of working paper files based on firm templates
- Gathering and organization of client PBC (Prepared By Client) documents
- Drafting of financial statements for review by in-house professionals
- Risk matrix setup and basic control testing support (under firm direction)
Compilation Engagements
- Transaction classification and adjusting journal entries
- Trial balance setup and lead sheet preparation
- Drafting of compilation-ready financials and accompanying notes
T1 & T2 Tax File Preparation Support
- Organization of client documentation for tax prep
- Data entry into firm tax software (e.g., TaxCycle, Profile, CaseWare)
- Compilation of supporting documents and schedules for review
Workflow & Client File Management
- Setup and tracking of engagement milestones in practice management software
- Coordination with clients for missing documentation
- Internal file organization, archiving, and roll-forward preparation
Full-Cycle Accounting & Admin Support for Clients
- Our team can also perform all functions outlined in our Accounting Support and Administrative Support services, giving your firm scalable resources to manage ongoing client bookkeeping and internal firm operations.
Onshore Oversight
Our Canadian-based team handles everything behind the scenes, so you can focus on confidently growing your business.
Privacy, Security & Compliance Management
We enforce strict privacy protocols and manage all legal and compliance frameworks to protect your business. From confidentiality agreements to offshore employment oversight, we ensure everything meets Canadian and Philippine standards.
- NDAs and confidentiality agreements for all offshore staff
- Compliance with Canadian privacy standards (e.g., PIPEDA)
- Coordination with trusted Philippine-based EOR and legal partners
- Oversight of payroll remittances and statutory compliance
Training, Quality Control & Performance Oversight
You’ll benefit from a high-performing team trained specifically for Canadian firms and SMEs. We manage quality through structured workflows, performance tracking, and process documentation.
- Onboarding and ongoing training in GST/HST, CRA processes, and Canadian accounting standards
- Monitoring task quality using standardized checklists and workflow tools
- Scheduling and performance reviews to ensure consistency
- Structured backup staff for continuity and reliability
Internal Controls & Operational Process Design
We help you build smart, secure systems that reduce risk and enhance efficiency. From standard operating procedure documentation to workflow approval structures, our team ensures your offshore operation runs like an extension of your own.
- Assist with internal controls and approval hierarchies
- Development of standard operating procedures to standardize tasks and ensure accountability
- Risk mitigation strategies to minimize errors and safeguard sensitive information
Add Capacity Without Compromising Quality.
Service Models
Flexible Service Models
Whether you need a full-time offshore team member or part-time support, we deliver consistent quality, structure, and oversight.
Dedicated Services
You’ll have a full-time offshore team member who works exclusively with your company. This model is ideal if you want long-term consistency, role-specific training, and deep integration into your internal processes.
A full-time offshore professional dedicated solely to your business
Deep integration with your internal team, systems, and culture
Long-term resource continuity, ideal for high-volume or complex roles
Customized onboarding, training, and performance tracking by FreeUp
Shared Services
Ideal for businesses that need part-time support without sacrificing consistency or quality. We assign a dedicated offshore team member (plus a backup) who works with a small number of clients, ensuring you receive reliable, personalized service – without the full-time commitment.
Access to a dedicated part-time offshore professional
Includes a structured backup resource to ensure continuity
Great for firms and businesses with lower-volume, flexible, or seasonal workloads
Fully supported by FreeUp’s onshore oversight and quality control systems
Take Back Your Time - Focus on What You Do Best!
How it Works
We follow a simple, structured onboarding and management process to ensure your remote team integrates seamlessly and performs consistently.
Book a Consultation
We assess your needs and identify the roles required.
Talent Matching
We source the right offshore professionals for your business.
Seamless Integration
Your team is trained in your systems and supported by ours.
Ongoing Oversight
We ensure adherence to your processes and provide structured backups.