Finance clarity for founders building what's next.

Bookkeeping, controller, and fractional CFO services for founders and small businesses worldwide. CPA-led. Modern tooling. Real answers when you need them.

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Services

Three tiers. One standard.

Tier 1

Essentials

Clean books, CRA on time, month-end you can trust. Built for owner-operators and early-stage companies.

  • Monthly bookkeeping in QBO
  • HST/GST filing
  • Payroll run & remittance
  • Month-end close & reporting
  • Plooto AP automation
Tier 2

Controller

A full finance function for growth-stage companies. KPI dashboards, cash flow, and a controller on call.

  • Everything in Essentials
  • Weekly cash flow management
  • KPI dashboard & variance analysis
  • Budget vs actual reviews
  • AR dunning & collections
Tier 3

Fractional CFO

Board-ready finance. Financial models, fundraising support, and CFO-level strategic partnership.

  • Everything in Controller
  • 3-statement financial model
  • Board pack & investor reporting
  • Fundraising & due diligence
  • Strategic planning & M&A support
How it works

From intake to insight in four weeks.

I

Discovery

30-minute call to understand your business, systems, and what "good" looks like for you.

II

Proposal

Clear scope proposal with the tier, add-ons, and timeline. Straightforward engagement terms.

III

Onboarding

We migrate or clean up your QBO file, connect integrations, and set up your secure client portal.

IV

Cadence

Monthly close, a review call, and a dashboard that tells you what matters. Every month, on time.

Ready for a finance function that works?

We take on a limited number of new clients each quarter. Fill in the form and we will reply within one business day.