Five practices, one standard.
CPA-led accounting and bookkeeping, fractional-CFO advisory, and the ERP, CRM and systems work that keeps the numbers clean. Every engagement is scoped in writing and led by a partner.
- 01AccountingFinancial statements, year-ends, corporate tax and CRA matters, led by a CPA.
- 02BookkeepingMonthly books, reconciliations, payroll and clean month-end closes, overseen by a CPA.
- 03Business StrategyFractional-CFO advisory: budgets, cash-flow forecasts, KPI dashboards and growth planning.
- 04ERP & CRMNeutral ERP and CRM selection, implementation, custom builds and data migration. No vendor commissions.
- 05Systems OptimizationMap how work flows, remove double entry and bottlenecks, and automate the repetitive.
How engagements are priced
We do not publish prices, because no two businesses need the same scope. After an introductory call and a look at your books or systems, we send a written proposal that sets out the work, the deliverables and the fee. Nothing starts until you agree to it, and the fee does not move unless the scope does.
The usual drivers are transaction volume, the number of accounts and entities, payroll and sales-tax complexity, how much clean-up the books need, and how often you want reporting. How bookkeeping is priced in Ontario walks through them in detail.
We take on few clients, on purpose.
Every engagement is led by a partner. Tell us about your business and one of us will personally review your request.
Currently accepting requestsRequest a consultation