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Bookkeeping, Accounting & Tax — Done For You.

One partner for the entire financial picture of your business. Modern tools, senior expertise, and the personal touch most firms forgot.

Core Services

Three pillars. One trusted team.

Bookkeeping

Tidy books, on time, every month.

  • Monthly bank & credit card reconciliations
  • Accounts payable and receivable tracking
  • Cloud-based receipts and document storage
  • Monthly close with reviewed reports

Always know exactly where your business stands—without lifting a finger.

Accounting & Advisory

Numbers that drive decisions.

  • Profit & loss, balance sheet, and cash-flow reporting
  • Budgeting and forecasting
  • KPI dashboards built for your industry
  • Quarterly strategy calls with a senior advisor

Make confident decisions backed by real-time, plain-English insight.

Tax Planning & Filing

Pay less. Sleep more.

  • Year-round tax strategy (not just in April)
  • Corporate and personal tax filing — Canada & U.S.
  • Deduction maximization and audit-ready records
  • Compliance, payroll tax, and sales tax handling

Catch every deduction, avoid surprises, and keep more of what you earn.

Who We Help

Industry-specific, not industry-generic.

Contractors & Skilled Trades

Job costing, WIP tracking, GST/HST, and seasonal cash-flow planning built around how you actually work.

Real Estate Investors

Property-by-property P&Ls, depreciation schedules, 1031s, and partner reporting that actually balances.

eCommerce Sellers

Shopify/Amazon/Stripe reconciliations, COGS automation, multi-state sales tax, and true margin visibility.

Why Choose Us

Reasons clients stay for years.

Backed by a Guarantee

Every service comes with a 100% money-back promise. Zero risk to try us.

Same-Day Responses

Real people on the other side of every email and message—usually within hours.

Built to Scale With You

From your first hire to your tenth location, our systems grow as your business does.

Pricing

Transparent tiers. No hidden fees.

Pick a plan that fits today. Upgrade or adjust anytime as your business evolves.

Essentials

from $295/mo

For solo operators who need clean books and peace of mind.

  • Monthly bookkeeping & reconciliations
  • Cloud document storage
  • Quarterly tax estimates
  • Email support (same-day)
  • Monthly P&L + balance sheet
Most Popular

Growth

from $476/mo

For growing teams that need insight, not just data entry.

  • Everything in Essentials
  • Weekly bookkeeping & cash-flow monitoring
  • KPI dashboard & trend reporting
  • Quarterly strategy calls
  • Payroll & sales-tax handling
  • Priority Slack / phone access

Scale

from $997/mo

For multi-entity businesses ready for a fractional CFO.

  • Everything in Growth
  • Dedicated senior advisor
  • Custom dashboards & forecasting
  • Monthly strategy calls
  • Audit-ready recordkeeping
  • Year-round tax planning & filing

Need something custom? Book a call and we'll build a package around your exact needs.

100% Money-Back Guarantee

Let's build the financial system your business deserves.

Start with a free 30-minute Discovery Call—no pressure, no jargon.