MONTH-END CLOSE

April closes in 3 days. Are your books ready?

Every RK Pinnacle client receives their full reporting package by the 10th — reconciled, reviewed, and decision-ready.

Who We Are

A finance team. On retainer. In five countries.

RK Pinnacle is the outsourced finance department for small businesses operating in Canada, the United States, the United Kingdom, Australia, and India. Bookkeeping, payroll, compliance, and decision-grade reporting — delivered monthly by certified professionals who treat your business like their own.

We are not a software platform. We are not a freelance marketplace. We are a firm — with a real team, a real process, and a real phone line.

🇨🇦Canada
🇺🇸United States
🇬🇧United Kingdom
🇦🇺Australia
🇮🇳India
247 reconciliations completed this month18 GST/HST filings submitted to CRA31 payroll runs processed across 5 countries$4.2M in client revenue tracked through our books12 month-end closes delivered on or before the 10th6 BAS lodgments filed with the ATO9 VAT returns submitted to HMRC7 GSTR-3B filings submitted to GSTN4 TDS returns processed for Indian entitiesZero late filings — 14 months and counting247 reconciliations completed this month18 GST/HST filings submitted to CRA31 payroll runs processed across 5 countries$4.2M in client revenue tracked through our books12 month-end closes delivered on or before the 10th6 BAS lodgments filed with the ATO9 VAT returns submitted to HMRC7 GSTR-3B filings submitted to GSTN4 TDS returns processed for Indian entitiesZero late filings — 14 months and counting

Why RK Pinnacle Exists

Most small businesses are running a seven-figure operation on a spreadsheet from 2019.

It is not a knowledge gap. It is a service gap. The big firms charge partner-rate fees for junior-level work and treat small businesses like a triage queue. The freelancers are cheap until the freelancer disappears. Hiring in-house costs $80,000 in salary alone — and that's before benefits, training, software, and the months it takes to find the right person.

RK Pinnacle exists because there should be a fourth option. A firm with the rigor of a big practice, the responsiveness of an in-house hire, and the cost structure of an outsourced model — built specifically for the small businesses that the rest of the industry has forgotten.

“Small business owners deserve a finance function that works for them.Not the other way around.”

Founded by three Bachelor of International Business and Accounting graduates who saw the same problem in four countries. The firm they wished existed — built for the businesses that the Big Four won't touch and the freelancers can't reliably serve.

What We Do

Eight services. One standard of delivery.

THE FOUNDATION LAYER

Monthly · Closed by Day 8

Monthly Bookkeeping

Full-cycle bookkeeping that is reconciled, categorized, and closed every month — without exception, without backlog.

What's included

  • Bank & credit card reconciliation
  • Transaction categorization
  • Chart of accounts maintenance
  • Monthly close cadence
  • Vendor and customer ledger management
  • Expense categorization and review

Tools we work with

QuickBooks OnlineXeroHubdocDextStripeSquare

Typical client outcome

Clients transition from reactive guessing to proactive management. Books are current, accurate, and always ready for review — no scrambling before tax season.

The Engagement Model

Three stages. One firm. Built to scale with you.

01

FOUNDATION

Clarity.

The baseline. Clean books every month so you always know where you stand.

  • Monthly bookkeeping
  • Bank reconciliation
  • Sales tax / GST prep
  • P&L + Balance Sheet
  • Cloud accounting setup
● BOOKS CLOSED EVERY MONTH
02

OPERATING

Confidence.

More moving parts, sharper reporting, and structured support as the business scales.

  • Everything in Foundation
  • Payroll across countries
  • AP/AR management
  • Multi-country compliance
  • Monthly KPI dashboards
● MONTHLY REVIEW CADENCE
03

STRATEGIC

Strategy.

Multi-entity, multi-country operations with a Virtual CFO driving decisions.

  • Everything in Operating
  • Multi-entity consolidation
  • Virtual CFO advisory
  • Budget vs actual tracking
  • Custom KPI dashboards
● VIRTUAL CFO ENGAGED

Most clients begin at FOUNDATION and progress as the business grows. Every engagement is custom-scoped — these stages describe depth, not pricing.

Wherever Business Takes You

Built for how your business actually operates.

Answer two questions. We'll show you exactly what RK Pinnacle looks like for a business like yours.

Step 1: What is your industry?

The Monthly Rhythm

What working with us actually feels like.

Most clients describe it as quiet. Things just happen. Here's the cadence.

1

Day 1–3

Transactions sync

Transactions sync automatically from your bank, credit cards, and payment processors. Nothing manual, nothing missed.

2

Day 4–7

Categorize & reconcile

Our team categorizes, reconciles, and flags anything that needs your input via Slack or email. Usually 2 minutes of your time.

3

Day 8

Internal review

A senior accountant signs off on the close. Every balance verified. Every account reconciled. Books locked.

4

Day 10

Package delivered

Your full reporting package lands in your inbox — P&L, Balance Sheet, Cash Flow, KPIs, and plain-English commentary.

5

Day 11+

Quiet confidence

Optional 30-minute review call. Compliance filings prepared in the background. Next month begins — automatically.

Beyond the Basics

Specialty work. On request.

Beyond our core monthly services, we take on specialty engagements when our clients need them. Click any item below to learn more.

Leadership

Three partners. One belief.

That small businesses deserve the same quality of finance function as the largest enterprises — without the price tag, the bureaucracy, or the wait.

R

Founder One

Managing Partner

B.Comm (International Business & Accounting). Previously worked across Canadian and US markets, advising SMBs on cloud migration and compliance.

K

Founder Two

Partner, Client Services

B.Comm (International Business & Accounting). UK and Australian market specialist. Leads client reporting and VAT/BAS compliance.

P

Founder Three

Partner, Operations

B.Comm (International Business & Accounting). Oversees delivery quality and onboarding across all four jurisdictions.

READ THE FULL STORY →

Pricing

Quoted in writing. Within 48 hours.

Every engagement is custom-scoped to your transaction volume, services, country footprint, and reporting needs. There are no packaged plans because there are no packaged businesses.

Request a Custom Quote

Most engagements fall within a predictable monthly range. The discovery call is free, the quote is free, and there is never any pressure to proceed.

FAQ

The questions we hear most often.

Your books. Your filings. Your reports. All handled — by next month.

The longer you wait, the more catch-up work it takes. Most onboardings finish inside two weeks. Let's start the conversation.