You choose what's included:
One monthly fee that covers everything you selected. No hourly billing. No hidden charges.
- Bookkeeping
- Accounts Receivable & Accounts Payable management
- Payroll, HST & WSIB
- CRA Audits
- Weekly or monthly consultations with a CPA
- Proactive advisory & risk flagging
- Year-end filings & compliance
Problems worth solving
Your business is growing, but your collections process isn't keeping up
When you had a handful of clients, tracking payments was manageable. Now invoices are going out faster than anyone can follow up, outstanding balances are growing, and there's no dedicated function keeping on top of it. The bigger the business gets, the more cash slips through the cracks.
Accounts Receivable
We reconcile every incoming payment, maintain real-time AR aging reports, and set up automated collection workflows so payments come in seamlessly.
- Real-time AR aging reports
- Automated collection setup
- Reconciliation of all incoming payments
Invoices pile up, payments get missed, and vendor relationships suffer
You're processing invoices yourself or delegating to someone who doesn't have the full financial picture. Bills get paid late, paid twice, or allocated to the wrong accounts, and you have no clear view of where your money is going.
Accounts Payable
We handle the full AP cycle. Invoices are processed, payments are properly allocated, and vendors are paid on your behalf when authorized. Nothing gets missed, nothing gets double-paid.
- Invoice processing & expense allocation
- Vendor payments on your behalf
- AP aging tracking
- Vendor reconciliation & statement matching
Your bookkeeper, accountant, and payroll provider don't talk to each other
One person does your books, someone else handles payroll, and your accountant only shows up at year-end. Errors compound across disconnected systems, and you're the one stuck coordinating.
One team. Everything streamlined.
When everything is managed under one roof, your accounting functions work together instead of against each other. No more chasing different people for different pieces. No more errors compounding because your bookkeeper and accountant aren't aligned. One team, one process, one consistent financial picture.
- No more coordinating between providers
- Everything connected under one team
- No errors from misaligned providers
- Consistent financial picture year-round
Year-end is chaos, every single year
You scramble to gather receipts, your books aren't up to date, and your accountant is rushing to file before the deadline. The result? Errors, missed deductions, and stress you don't need.
Year-end becomes a formality
Because your books are always current, you have the clarity to make the right decisions at the right time, not under pressure. We schedule planning meetings well before year-end to identify optimizations, review your position, and ensure nothing is left to the last minute.
- Decisions made with clarity, not under deadline pressure
- Pre-year-end planning meetings for optimization
- Tax strategies applied throughout the year, not scrambled at the end
You're chasing your accountant for answers, not the other way around
You have questions throughout the year but can never get a hold of anyone. Nobody is flagging risks or guiding you on opportunities because they don't have a deep enough understanding of your business to know what to look for. Issues get discovered a year or two later, or worse, by the CRA before you even know they exist.
CPA Consultations & Proactive Advisory
You get weekly or monthly CPA consultations, your choice. Between calls, we don't go quiet. Because we're actively working on your file, we identify risks, flag concerns, and surface opportunities without you having to ask.
- Weekly or monthly CPA consultations
- Proactive risk flagging as we work your file
- Tax-saving opportunities identified year-round
- Issues caught early, not years later
Your CPA is in your file, not waiting for your call
Most accountants wait for you to bring them a problem. We don't. Because we're actively working on your books, we catch things early, accounting risks, CRA exposure, tax-saving opportunities, and we bring them to you before they become issues.
- Risk flagged as we find it: Unusual transactions, vendor anomalies, and compliance gaps raised proactively
- Tax opportunities you'd otherwise miss: Deductions, credits, and structural changes identified throughout the year
- CRA exposure identified early: Compliance risks caught before they turn into reassessments or penalties
- Regulatory changes that affect you: New rules, filing changes, and CRA updates communicated before they matter
What this actually costs compared to an in-house hire
Hiring in-house means salary, payroll taxes, benefits, and the risk of turnover. Working with us means broader expertise at a lower cost.
Hiring an accountant internally
A competent in-house accountant starts well into six figures when you factor in salary, employer payroll taxes, and benefits. One with strategic tax, CRA, and advisory expertise costs significantly more.
- Base salary plus employer CPP, EI, and benefits
- Limited to one person's knowledge and availability
- A single hire won't cover tax optimization, CRA matters, and strategic advisory
- Risk of turnover
A dedicated CPA team
Typically 30–50% less than an in-house hire, with a broader range of expertise and a team that grows with your business.
- No additional payroll taxes or benefits
- Full team behind your account, not limited to one person
- Tax optimization, CRA support, and advisory included
- Proactive risk flagging and year-round guidance
- No turnover risk. Continuity is built in
Three steps to getting your accounting handled
- Choose your services: Pick the services your business needs. If you're not sure, we'll guide you.
- Get your monthly price: Based on what you've selected and the complexity of your business, you receive one clear monthly price.
- We take it from here: Your dedicated CPA team onboards your business and manages your accounting.
