HOW WE HELP
Streamlined year-end support for sole proprietors, partnerships, and cross-border operators—with bookkeeping cleanup, reconciliations, and tax-ready financials.
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Integrated tax planning and preparation for owners, executives, and their families — including income splitting, dividend strategies, and capital gain optimization.
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Experienced representation and response strategies for CRA audits, reviews, or notices—protecting your business and ensuring the best possible outcome.
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Most accounting firms now are remote and prefer to stay that way. Not us!
Although we are remote, we focus on being local. So that means wherever you are, we will be there to support you. We come to you, work with your team, make sure your accounting and bookkeeping is in order. If you need us, we are there, just like a member of your team.
Our team is also local and ensures to be available for you when you need it. We believe communication builds trust and with frequent check ins you can be sure your books are taken care of.
We have partnered with Swoop to help all our clients with their business funding needs. Whether it’s equipment financing, term loans, or working capital Swoop can help match you with the best options for your business across all markets.
Everything is online nowadays, so why wouldn’t your bookkeeping be? By optimizing different softwares we are able to guarantee you access to your books anywhere in the world.
Support and Staff: Our team is there virtually when you want a quick call, virtual meeting, or just to data dump to get those pesky receipts off your mind. Need in person? We come to you! Our founders believe that sometimes a face to face meeting has more value than an online one, so whenever you need us there we come to you.
We’ve found that bookkeeping is crucial for the success of any business. To be able to grow sales, reduce costs, know if you can hire more staff, plan to acquire a business, or plan to retire you need financial statements in a timely manner to be able to make those decisions. A lot of the time you can’t wait until the end of the year to figure it out and need an answer now! That’s where timely bookkeeping comes in.
We run all the bookkeeping and accounting remotely. This allows you to also access all your information and accounting online with a click of a button.
1. COST CONCERNS
Perception: Bookkeeping is seen as an added expense rather than a value-add.
Reality: Many small business owners try to “save money” by doing it themselves, only to incur greater costs later due to errors, missed deductions, or CRA penalties.
2. LACK OF TRUST
Perception: Fear of giving someone else access to sensitive financial data.
Reality: Business owners often feel vulnerable exposing messy books or being judged for poor financial hygiene—especially if they’ve fallen behind.
3. UNCLEAR ROI
Perception: Not seeing how a bookkeeper will directly impact revenue.
Reality: Since bookkeeping doesn’t generate income directly, some owners deprioritize it—until cash flow problems or audit stress arise.
4. OVERCONFIDENT IN DIY SOFTWARE
Perception: “I have QuickBooks. Why would I need a bookkeeper?”
Reality: Software is a tool, not a strategy. Without proper categorization, reconciliations, or understanding of GAAP/tax rules, even “clean” books can mislead.
5. BAD PAST EXPERIENCES
Perception: “My last bookkeeper made a mess.”
Reality: Many business owners have been burned by unqualified or inattentive bookkeepers—leading them to assume all bookkeepers provide poor value.
