Services

Delivering Consistency, Security,
and Value

FreeUp provides CPA-qualified accounting professionals and support specialists who integrate directly into your team — delivering consistent, secure, and scalable support.

  • CPA-QUALIFIED ACCOUNTANTS
  • SECURITY & COMPLIANCE
  • FLEXIBILE STRUCTURES

What Our Teams Support

FreeUp provides CPA-qualified accountants and support specialists who integrate directly into your workflows — supporting financial operations, accounting firms, and business administration.

Accounting &
Financial
Reporting

CPA-qualified accountants who support financial reporting, close processes, and financial documentation.

  • Month-end and year-end support
  • Financial statement preparation
  • Journal entries and general ledger review
  • Working paper preparation
  • Audit, review, & assurance file preparation support
  • Variance analysis and reporting

Bookkeeping & Operational Accounting

Transaction-level support that keeps financial operations accurate and organized.

  • Bank and credit card reconciliation
  • Accounts payable processing
  • Accounts receivable and invoicing
  • Expense categorization
  • GST/HST preparation & filing
  • Payroll processing & reporting
  • Data entry and system updates

Administrative & Operational
Support

Administrative professionals who support accounting teams and internal business operations.

  • Document management and file organization
  • Light bookkeeping & transaction support
  • Workflow coordination and tracking
  • Vendor and client coordination
  • Scheduling and operational support

Detailed Service Capabilities

Below are examples of the accounting, operational, and administrative functions our offshore professionals support as part of your team.

Operational Support Capabilities

We provide structured remote teams of skilled offshore professionals who support a wide range of accounting, financial, and administrative functions as part of your team.

Our CPA-qualified professionals support core accounting and reporting workflows for businesses and accounting firms, helping teams maintain accurate records, meet reporting deadlines, and streamline financial processes.

General Ledger Management

  • Journal entries and period-end adjustments
  • Account coding, classification, and reconciliation
  • Trial balance review and general ledger maintenance

Financial Statement Preparation

  •  Preparation of income statements, balance sheets, and cash flow reports
  • Variance analysis and financial performance summaries
  • Custom financial reporting and management reports

Workflow & Client File Management

  • Setup and tracking of engagement milestones in practice management software
  • Coordination with clients to obtain missing documentation
  • Internal file organization, archiving, and roll-forward preparation

Compilation
Engagements

  • Transaction classification and adjusting journal entries
  • Trial balance setup and lead sheet preparation
  • Drafting compilation-ready financial statements and supporting notes

Audit & Review Engagement Support

  • Preparation of working paper files using firm templates
  • Gathering and organizing client documentation
  • Drafting financial statements for internal review
  • Risk matrix setup and basic control testing support 

T1 & T2 Tax File Preparation Support

  • Organization of client documentation for tax preparation
  • Data entry into firm tax software (TaxCycle, Profile, CaseWare, etc.)
  • Compilation of supporting schedules and documentation for review
  • Our accountants not trained in Canadian tax

Our offshore professionals support the full accounting cycle — from transaction processing and reconciliations to month-end reporting and compliance support.  This includes:

Bookkeeping & Reconciliations

  • Daily transaction entry and bank feed reconciliation
  • Maintenance of the general ledger and chart of accounts
  • Monthly reconciliation of bank, credit card, and clearing accounts

Accounts Payable

  • Vendor invoice processing and documentation
  • Payment scheduling and reconciliation
  • Expense categorization and coding

Accounts Receivable

  • Customer invoicing and billing coordination
  • Payment tracking and follow-ups
  • Aging report preparation and monitoring

Month-End & Year-End Close

  • Cut-off procedures and accrual entries
  • Reconciliation of balance sheet accounts
  • Preparation of working papers for review

GST/HST & Compliance Support

  • Preparation of GST/HST filings and supporting schedules
  • Compilation of documentation for CRA correspondence

Payroll Processing Support

  • Gathering and input of payroll data (hours, deductions, etc.)
  • Coordination with payroll platforms and providers
  • Preparation of payroll summaries, reports, and T4 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

Scheduling & Calendar Coordination

  • 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

Invoice Tracking & Collections Support

  • Monitoring outstanding receivables and following up on overdue invoices
  • Generating and sending client invoices per your billing schedule
  • Reconciling payments and updating client accounts

Workflow & Process Coordination

  • Supporting documentation of internal workflows and operating procedures
  • Coordinating task handoffs across departments and team members
  • Maintaining operational checklists and process tracking tools

Systems & Software
Support

  • Assisting with setup and configuration of operational software platforms
  • Supporting integrations between CRM, accounting, and project systems
  • Helping with system testing, documentation, and user support

Canadian Operational Structure

FreeUp Strategies provides the Canadian-based structure that allows offshore professionals to integrate seamlessly into your firm. We manage the administrative, compliance, and operational framework behind the team—so your firm can focus on client work while maintaining consistent standards.

Security & Compliance

  • Confidentiality agreements for all offshore professionals
  • Alignment with Canadian privacy standards (PIPEDA)
  • Coordination with trusted Philippine employment partners

Training & Quality Assurance

  • Ongoing training in Canadian accounting workflows, systems, and documentation practices
  • Structured process documentation to support consistency and continuity
  • Ongoing support to help offshore staff integrate smoothly into firm operations

Internal Controls & Workflow

  • Support establishing workflows and approval processes
  • Guidance on documentation standards and file organization
  • Operational frameworks designed to reduce risk and improve consistency

Add Capacity Without Compromising Quality

Choose a service structure that fits the way your business operates

Flexible Service Models

Whether you need a full-time offshore team member or part-time support, we deliver consistent quality, structure, and oversight.

Harnessing talent with FreeUp Strategies Inc. Canada.

Dedicated Services

You’ll have a full-time offshore team member working exclusively with your company. This model is ideal for businesses that want long-term consistency, role-specific training, and deep integration with internal processes.

  • A full-time offshore professional dedicated to your business

  • Integration with your team, systems, and workflows

  • Long-term resource continuity for high-volume or specialized roles

  • Structured onboarding, training, and oversight by FreeUp

Your partner in administration, accounting, bookkeeping, and solution services. FreeUp Strategies Inc. Canada.

Shared Services

Ideal for businesses that need part-time support while maintaining consistency and reliability. Your offshore professional works with a small number of clients and is supported by FreeUp’s structured backup system.

  • Access to a dedicated part-time offshore professional

  • Backup support to ensure continuity

  • Ideal for flexible, seasonal, or lower-volume workloads

  • Supported by FreeUp’s onshore administrative oversight and controls

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 discuss your needs and identify the roles that will best support your business.

Talent Matching

We discuss your needs and identify the roles that will best support your business.

Seamless Integration

Your offshore professional integrates into your systems and workflows with structured onboarding support.

Ongoing Oversight

We provide ongoing oversight, continuity planning, and structured backup support.

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