• You Run the Business. We’ll Handle the Numbers.

Strategic Finance, Simplified.

Bookkeeping, tax strategy and CFO-level insights — without the overwhelm.

For self-employed professionals,
solo founders & service-based businesses.

Get in Touch
Book Free Consultation

Clarity and Confidence in Your Numbers.
From a CPA You Can Trust.

Why Choose Us?

Save Time & Reduce Stress

Hand off the complex financial stuff and get
back to doing what you love — focus on what lights you up.

From bookkeeping to tax planning to CFO insights — everything handled under one roof.
No more juggling multiple service providers.

You get trusted guidance from a professional who understands your business and the bigger picture.

We’re on your team for the long haul.
We offer steady support and clear communication,
so you’re never overwhelmed.

Hand off the complex financial stuff and get back to doing what you love — focus on what lights you up.

Your business is unique. We tailor our approach to fit your goals and challenges — no cookie-cutter solutions.

Our Services

Starter

$399 $299/month
  • Bank and CC reconciliation
  • Categorized and tax-ready financials
  • Monthly Financial Reporting
  • Add On: Discounted Year End Tax Rates

Essentials

$499 $399/month
  • Everything Essentials
  • Financial Dashboards
  • Quarterly Strategy Call
  • Tax Planning
  • Ongoing Email Support

Growth

$799 $699/month
  • Everything in Growth
  • Monthly Financial Reviews
  • Cashflow Planning
  • Budgeting & Forecasting
  • Financial Plan to Scale

Tailor Your Services

Clean-up & Setup

  • Initial bookkeeping setup.
  • Chart of Accounts creation.

  • Bookkeeping catch-up.

Monthly Bookkeeping

  • Stay organized and compliant.
  • Monthly bank & credit card reconciliation.
  • Categorized & Tax ready financials.
  • Monthly financial reports.

Planning & Analysis

  • Financial reviews & reporting insights
  • Cash flow & scenario planning
  • Business budgeting & forecasting
  • Quarterly strategy calls

CFO
Services

  • Ongoing CFO guidance & financial decision support.
  • Deep dive into financial reports & KPIs.
  • Strategic planning and scaling advice.

Tax Preparation

  • T1 and T2 returns filed accurately and on time.
  • Maximize deductions and credits.
  • CRA compliant with full support.

Tax
Planning

  • Compensation planning.
  • Optimized deductions.
  • Guidance on business expenses and structure.
  • Annual tax strategy session.

About

  • We’re a CPA-led firm built for small business

owners who want clarity, not complexity. 

  • With 10+ years in Corporate Finance,
    we bring systems, simplicity and support —

so you can run your business with confidence.

  • We’re not just bookkeepers or tax pros,

We’re your strategic financial partners.

Say goodbye to financial headaches, let’s get your books in order!

Get in Touch
Book Free Consultation