We primarily support Canadian businesses. Most of our clients are service‑based, trades, professional firms, or growth‑stage companies that need stronger financial systems and advisory support.

We offer both. Our services include:

• Bookkeeping & accounting

• Controllership services

• Fractional CFO & advisory

• Tax planning & compliance

Many clients start with bookkeeping or controllership and grow into advisory as their needs evolve.

A Controller focuses on accurate financial reporting, month‑end close, systems, and internal controls. A Fractional CFO focuses on strategy such as forecasting, cash flow planning, pricing, budgeting, and helping you make confident decisions.

Most growing businesses benefit from a blend of both.

Check out our How It Works page.

Yes! We work with clients across Canada. As we grow, we’ll be expanding into the U.S. as well.

Pricing depends on the level of support you need. We offer:

• Monthly bookkeeping packages

• Controller packages

• Fractional CFO/advisory packages

• Custom solutions for growing teams

We’ll provide a clear quote after your Discovery Call.

Either option works. We can:

• Handle everything end to end, or

• Work alongside your existing accountant or tax firm

Many clients keep their year end accountant and rely on us for monthly financial leadership.

Absolutely. Cleanup is one of the most common starting points for new clients. We’ll review your books, fix errors, rebuild missing months, and set up proper systems so you can move forward with confidence.

We work with:

• QuickBooks Online

• Xero

• Dext

• Hubdoc

• Wagepoint

• Plooto

• Other modern accounting tools

If you’re not using these yet, we can help you migrate.

It depends on your service level:

• Bookkeeping clients: monthly check ins

• Controller clients: monthly or bi weekly

• Fractional CFO clients: bi weekly or weekly

We adjust based on your needs and growth stage.

Yes — we offer:

• System setups

• Cleanup projects

• Cash flow models

• Budgeting and forecasting

• Financial reviews

But most clients choose ongoing support for long term clarity and stability.

Simple. Book a Discovery Call. We’ll learn about your business, answer your questions, and outline the best path forward.