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
Pay your vendors without having to cut a cheque. Make sure your employees are paid for expenses they incur on behalf of the business. It's a seamless, paperless process that will save you time and money.
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

Get us your receipt, bills, invoices, and other paperwork by snapping a pic of them, or uploading to our app. Sit back, and let us take care of the rest from there!  

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.

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Step 3

Meet with your bookkeeper whenever you feel the need to – we care deeply about your success, and we know how important it is to get timely answers.

Step 4

Meet regularly with our team of accounting pros to ensure we are helping you reach your goals, objectives and targets – either professionally or personally – we want to ensure you are financially fit for the long run!

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

You’ve accepted the proposal! Let’s get to work! During onboarding, we will meet a few times to set expectations, explain more in depth what is needed, and settle on timelines for completion.
 
Sit back, and let us take care of business!

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!