We Are The Solution To Your Bookkeeping & Tax Needs
Get more out of your bookkeeper and tax experts than you ever expected. Personalized and proactive – so you can work on your business, not in your business.
Online Accounting Services for You and Your Business
We offer a wide-range of cloud-based accounting services. Don’t see what you are looking for? Chances are we can do it – reach out and let us know!
BOOKKEEPING
BILL PAY / EXPENSE REPORTING
INVOICING / COLLECTIONS
Automate your revenue cycle and collections so you can get paid faster. From invoice creation to tracking to getting paid, let us handle it from here.
SALES TAX FILINGS
Get an accurate and up to date number when you need it. We handle filing and inform you of the steps you need to take to get it paid as well. Monthly, quarterly, or yearly, we got your back so you don’t need to worry about it.
PAYROLL
Your dedicated bookkeeper paired with one of our payroll app partners ensures that your employees are paid on time. No more errors and penalties.
TAX
TAXES
Tax laws are ever-changing and regulations, and tax compliance has become increasingly difficult to navigate yet remains a necessary evil. We help clients understand tax obligations and optimize their tax position. We focus on long-term relationships and provide clients with the trusted advice they need.
PERSONAL TAXES
We take the guesswork out of filing your personal taxes. We have tax professionals prepare and file your personal tax returns, ensuring no possible deductions are missed. Whether you and your family have a simple or a more complex return that includes rental properties, sole proprietorship, capital gains, foreign income, as well as employment expenses. Are you eligible for the disability tax Credit? We can help in applying for that as well. Take the guesswork out of filing your return and use an experienced professional.
BUSINESS
Whether you are a new business just starting out or an established corporation, we can help guide you through the tax process ensuring every deduction and credit is applied. Providing your business with proactive tax planning and ensuring you have the optimal corporate structure to best suit your tax needs. Our focus is on freeing up your time allowing you to generate new business and lead your company to excel. Take a minute to speak with us to see if we can help.
ESTATES & TRUST
The death of a family member is an extremely difficult time, and taxes should be the least of your worries. You as executors, trustees, and beneficiaries deserve to be provided personable and professional service, ensuring you the best possible tax advice.
Virtual cfo
BUDGETING
We’ll help you set your budget for the year so you can measure how well you’re performing against it each month, which will help drive future decision-making for your business.
CASHFLOW ANALYSIS
We’ll work with you to review your cash flow and determine a strategy to keep more cash in your pocket by optimizing in- and out-flows where needed.
FORECASTING
We’ll work with you to produce a 3-way forecast focusing on your profit & loss, balance sheet, and cash flow to help you make more informed decisions for the future of your business.
REPORTING
We’ll help you understand how your business performed on a monthly, quarterly, or annual basis and understand the necessary metrics that drive your business.
How Working With Us Looks Like
All of our services are cloud-based, easy to use and best of all: tech with a human touch. Get paired up with your own bookkeeper, unlimited access to our team of professionals, and no hidden fees!
Step 1
Step 2
On a regular basis, we will update your books and ensure sales taxes are filed, payroll is processed, and you can count on us for monthly or quarterly financials so you can make better business decisions.
Step 3
Step 4
Getting You Onboard
We provide a fixed fee solution for our clients. We tailor each experience to specific needs and wants. The steps outlined here give you an overview of how this is done:
Step 1
Let’s break the ice! Meet with us to discuss your current situation and how we might be a good fit. During this call we can explain how we work together and may be able to give an approximate rate for services
Step 2
There may be a need for another call to see about a more precise workflow and accounting systems setup. During this call, we will chat more about some of the possible solutions and outcomes of of working together, what this will mean for you and your team, and how you will benefit.
Step 3
We will send a proposal outlining services and fees, and set up a meeting to review together if needed. The fixed fees are based on an established scope of work – and designed to offer you peace of mind knowing that you can trust us to get the job done!
Step 4
PRICE FAQ
Why unique pricing?
All of our clients benefit from a fixed fee, no surprise billing experience. We do this by assessing volume, complexity, and services asked. Doing it this way makes it so you know what to expect every month and can budget appropriately, and it helps us build the award-winning team you deserve and need.
Are you reliable?
We show up for you and your business. We want to ensure your success and go out of our way to make this a great experience, to go above and beyond expectations, and become your most reliable and proactive business partner.
What does your client portfolio look like?
We have a strong track record with:
- Professionals (Medical, Consultants etc.)
- Law firms
- Tech startups
- Manufacturing
- E-commerce / Retail
- Not-for-profit
- Construction
- Fitness
- Hairdressers, Salons, Spas, and Barbershops
- Cannabis
- Food & Beverage
- and more
Do you work with Startups?
Yes, we do! Here’s how we can help:
Part-time CFO
- Contract Negotiations
- Structuring consulting
- Financial Modelling
- Creating the Financial Process
- Helping you ramp up the team and necessary software
- Understanding small business/startup metrics that are key to success (CAC, LTV, Active Account, Contribution Margin, Valuation)
- Data Infrastructure Setup
Fundraising Bootcamp (includes Part-time CFO)
- Need to raise capital in 6 months? Let us help
- You get:
- A part-time CFO
- Verifying VC version Financial model or building one from scratch (if necessary)
- Creation of Pitch Deck with all necessary financials
- Participating in Fundraising Meetings with Angel Investors/VCs
Fixed monthly accounting fees tailored to your needs – no surprises at the end of the month
Let us know in the message section what accounting services you want to inquire about
Request a price quote
Canada-wide reach
We provide bookkeeping and accounting services all across Canada.
Ontario
British Columbia
Western Canada
Quebec
The Maritimes
Let's grow your business!