Our services
Run Your Business. We'll Handle the Numbers.
Whether you’re a nonprofit preparing for your next audit, or a founder gearing up for a board meeting, our team becomes your accounting department without the overhead, delays, or guesswork.
Transparent, fixed-fee pricing
Guaranteed monthly close deadlines
Dedicated team plus fractional CFO access
100% cloud-based, always accessible
Our Core Services
Monthly Accounting and Bookkeeping
Your numbers, always current and decision-ready.
We handle the day-to-day so you can stop chasing transactions and start using your financials as a growth tool.
- Monthly bookkeeping and full month-end close
- Full Balance Sheet reconciliation including bank and credit card
- Exercised based accounting including accrual, deferred and more adjustments
- Investor- or board-ready financial statements
- Multicurrency and international payment tracking
- Receipt capture, OCR setup and Reimbursement workflows
- Systematized quality control procedures and revision by a CPA
Payroll & HR Support
Payroll that’s accurate, compliant, and off your plate.
We manage payroll logistics so your team stays paid and your time stays protected.
- Full payroll setup and management
- Government filings and remittances
- Onboarding and offboarding coordination
- Benefits and PTO tracking
- Up to 50 employees and contractors (and scalable beyond)
Accounts Payable Management
Bill pay, sorted.
We handle vendor payments, approvals, and automation, keeping your expenses under control and your vendors happy.
- Batch payment processing via Plooto or similar tools
- Payable tracking and approval workflows
- Automation setup and training
- China, US, Canada, and international payment capability
Audit and Due Diligence Support
We’ll help take the pain out of auditing. As former Auditors, we can make the process hands-free for you while getting your number faster and cheaper.
- Financial Statement preparation and review
- Audit Support that ensures compliance
- Due Diligence Support (M&A, PE, or Investor Readiness)
- Process and systems review
- Strategic Advisory ( Beyond the Numbers)
Corporate Tax Compliance
Get ahead of deadlines with clean, accurate returns.
We take the stress out of tax season and ensure your filings are handled from start to finish.
- GST/PST/HST filings (Quarterly or Annual)
- T2 Corporate Tax Returns
- Form 1120, US Corporate Income Tax
- CRA communications and follow-up
- Digital access to all filings
Fractional CFO & Strategic Advisory
More than numbers – real insight and real partnership.
Our fractional CFO services give you experienced financial leadership without the full-time price tag.
- Budgets, forecasts, and cash flow modeling
- Monthly financial strategy calls
- Board deck preparation and reviews
- Fundraising prep and lender presentations
- Unlimited strategic support on included services
Onboarding & Catch-Up Accounting
Behind on your books? We’ll fix it fast.
Whether you’re switching systems or catching up a year’s worth of messy files, we’ll get your house in order.
- Chart of accounts configuration
- QBO setup or conversion
- Historical data import and clean-up
- Software training for your team
- Backdated reconciliations and catch-up packages
Industry-Specific Templates & Reporting
We tailor every engagement to fit your business. Whether you’re a nonprofit, PE-backed firm, or fast-growing SaaS company, your reports will reflect the metrics that matter.
- Nonprofit grant and donation tracking
- Professional services margin breakdowns
- SaaS metrics and investor dashboards
- Board report templates and “decision digest” summaries
We give you answers,
not excuses.
No more waiting, no more wondering – just numbers that make sense, delivered on time, every time.