Services
A little bit of extra service goes a long way for small businesses. Our goal is to change the mindset of CEOs from thinking of accounting as an annoying cost center to becoming a primary function that helps CEOs set goals, track their progress and facilitate smart decision making.
Every business needs different financial support.
A business owner wearing every hat doesn’t need the same financial guidance as a company preparing for expansion. As your business grows, your financial needs become more complex.
That's why we've built four services that evolve alongside your business.
Bookkeeping
Know your numbers. Stay in control.
Tax
Plan ahead. Minimize your tax burden.
Financial controller
See the bigger picture. Take control. Drive growth
Fractional cfo
Plan Ahead. Grow with Confidence.
Accurate, up-to-date books give you a reliable picture of your business. We treat every month-end with year-end discipline, keeping your financials accurate and making year-end easier.
Go beyond filing. Proactive tax planning helps you identify opportunities, minimize your tax burden, stay compliant. We’ll deal with CRA/IRS, so you don’t have to.
Get expert financial insight with tailored reporting, cash flow visibility, KPI tracking, and short-term forecasting, to improve business processes, strengthen profitability, and make better decisions.
Strategic guidance, long-term forecasting, scenario planning, and executive-level support for major decisions around growth, financing, or succession, without the cost of a full-time CFO.
Best for businesses that:
- Need reliable day to day bookkeeping
- Want a clear, accurate picture of their finances
- Are spending too much time on accounting
Best for businesses that:
- Want proactive tax planning, not just tax filing
- Want to minimize taxes while staying compliant
- Want to avoid CRA/IRS surprises and penalties
Best for businesses that:
- Have outgrown basic bookkeeping
- Need better visibility into cash flow and profitability
- Want monthly financial insight to make better decisions
Best for businesses that:
- Are scaling or preparing for significant growth
- Need support with financing, funding, or investor reporting
- Want strategic financial leadership without a full-time CFO
Key Services Include
- Monthly bookkeeping
- Payroll
- Customer & vendor management (invoicing, AR/AP)
Key Services Include
- Tax preparation and review
- Tax Filings: monthly, quarterly, & annual
- Communication and negotiation with tax regulators
Key Services Include
- Monthly cash flow planning
- Profit maximization and budgeting
- Key performance indicators, and dashboards
Key Services Include
- 3 to 5 year forecast
- Capital raise consulting (debt and equity)
- Business strategy advice
Bookkeeping
Know your numbers. Stay in control.
Accurate, up-to-date books give you a reliable picture of your business. We treat every month-end with year-end discipline, keeping your financials accurate and making year-end easier.
Best for businesses that:
- Need reliable day to day bookkeeping
- Want a clear, accurate picture of their finances
- Are spending too much time on accounting
Key Services Include
- Monthly bookkeeping
- Payroll
- Customer & vendor management (invoicing, AR/AP)
Tax
Plan ahead. Minimize your tax burden.
Go beyond filing. Proactive tax planning helps you identify opportunities, minimize your tax burden, stay compliant. We’ll deal with CRA/IRS, so you don’t have to.
Best for businesses that:
- Want proactive tax planning, not just tax filing
- Want to minimize taxes while staying compliant
- Want to avoid CRA/IRS surprises and penalties
Key Services Include
- Tax preparation and review
- Tax Filings: monthly, quarterly, & annual
- Communication and negotiation with tax regulators
Financial controller
See the bigger picture. Take control. Drive growth
Get expert financial insight with tailored reporting, cash flow visibility, KPI tracking, and short-term forecasting to improve business processes, strengthen profitability, and make better decisions.
Best for businesses that:
- Have outgrown basic bookkeeping
- Need better visibility into cash flow and profitability
- Want monthly financial insight to make better decisions
Key Services Include
- Monthly cash flow planning
- Profit maximization and budgeting
- Key performance indicators, and dashboards
Fractional cfo
Plan Ahead. Grow with Confidence.
Strategic guidance, long-term forecasting, scenario planning, and executive-level support for major decisions around growth, financing, or succession, without the cost of a full-time CFO.
Best for businesses that:
- Are scaling or preparing for significant growth
- Need support with financing, funding, or investor reporting
- Want strategic financial leadership without a full-time CFO
Key Services Include
- 3 to 5 year forecast
- Capital raise consulting (debt and equity)
- Business strategy advice
We don’t wait for year end. We guide you throughout the year.
Modern tools and forward-looking financial strategies. We don’t just look backwards. We help you plan ahead.
We take the time to understand your goals, challenges, and industry.
You run the business. We help you grow it with meaningful data and insight.
Not sure which Service is right for you?
We’ll help you find the right level of financial support for where your business is today, and where it’s going tomorrow.
