Stop juggling multiple providers, software, and spreadsheets. Choose the services your business actually needs, and we manage all of it under one monthly plan, with a dedicated CPA team that knows your business inside out.
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.
We reconcile every incoming payment, maintain real-time AR aging reports, and set up automated collection workflows so payments come in seamlessly.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Unusual transactions, vendor anomalies, and compliance gaps raised proactively
Deductions, credits, and structural changes identified throughout the year
Compliance risks caught before they turn into reassessments or penalties
New rules, filing changes, and CRA updates communicated before they matter
Hiring in-house means salary, payroll taxes, benefits, and the risk of turnover. Working with us means broader expertise at a lower cost.
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.
Typically 30–50% less than an in-house hire, with a broader range of expertise and a team that grows with your business.
Pick the services your business needs. If you're not sure, we'll guide you.
Based on what you've selected and the complexity of your business, you receive one clear monthly price.
Your dedicated CPA team onboards your business and manages your accounting.
You get a dedicated CPA managing your account, backed by a full team with expertise across bookkeeping, tax, payroll, CRA compliance, and strategic advisory. That's a range of knowledge that's difficult and expensive to find in a single hire. There's no payroll tax, no benefits to cover, no vacation to manage, and no risk of turnover leaving you scrambling. Your team scales with your business, as your needs grow, your support grows with it.
You'll have a dedicated CPA as your primary point of contact, someone who knows your business, your industry, and your goals. Behind that CPA is a team that supports the day-to-day work on your file.
Tax-ready ensures your books are accurate, categorized, and ready for your year-end return. Audit-ready goes further. Full supporting documentation for every transaction, adjustments, accruals, and reconciliations so your books hold up under scrutiny. If your business is ever audited or you need financials that meet a higher standard, audit-ready gives you significantly more confidence in that process.
Yes. Changes take effect on your next billing cycle and your monthly price adjusts to reflect the updated scope.
We require 30 days written notice to cancel. Your service continues through the end of that notice period, and we ensure a clean handoff of your books and records so there's no disruption to your business.
You select the services you need, and your monthly price reflects exactly what you chose. No hourly billing, no per-transaction charges, and no surprise fees. If your needs change, your price adjusts on the next billing cycle.
If you've included CRA audit support in your plan, we handle the entire process on your behalf: documentation, CRA communication, and resolution, at no additional cost. If it's not included in your plan and an audit arises, it would be billed separately.
You pick exactly what you need. We build the plan around your business, not the other way around. Everything you choose is included in one monthly price.
Once you've chosen your plan and we have access to your accounts, onboarding typically takes one to two weeks depending on the state of your current books. If there's prior work that needs to be completed before we begin, the quote process covers this and factors it into your pricing.
If the problems listed above are starting to feel familiar, that's usually a sign you've outgrown your current setup.
As your business grows, becomes more complex, or requires more work, your price will adjust to reflect that.
Book a discovery call to discuss your business and how we can help.
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