Numbers that help you grow.
Senior accounting, reporting and planning for owner-managed Ontario businesses, without a full-time hire. Cloud-based, and run by two partners who do the work themselves.
Take-home pay on $75,000
- Ontario
- $56,926a year · $4,744/month
- British Columbia
- $57,711a year · $4,809/month
- Alberta
- $57,362a year · $4,780/month
- Quebec
- $53,965a year · $4,497/month
- 40+ yearsCombined experience in financial reporting, project accounting and business systems
- 6 capabilitiesFrom the monthly close and controls to forecasting, job costing and systems
- 12 free toolsBuilt on 2026 federal and provincial rates for every province
- Kitchener · OakvilleOffices in both, and cloud-based, so we work with clients across Canada
Free tools for the questions owners actually ask.
Income tax for every province, salary vs dividend, whether to incorporate, the real cost of a hire, cash runway, a CRA audit check and an invoice builder. Each one opens like an app, explains its working and runs in your browser.
Fractional finance, from the monthly close to the forecast.
A controller to make the numbers right, a CFO to plan with them, and the bookkeeping and systems underneath. Every engagement is scoped in writing and led by a partner.
- Fractional ControllerMonth-end close, financial statements, controls, audit readiness and bookkeeper oversight.→
- Cloud BookkeepingMonthly books, reconciliations, payroll and clean month-end closes, overseen by a CPA.→
- Fractional CFOBudgets, cash-flow forecasts, KPI reporting, financing and growth planning.→
- ERP & CRMNeutral ERP and CRM selection, implementation, custom builds and data migration. No vendor commissions.→
- Systems OptimizationMap how work flows, remove double entry and bottlenecks, and automate the repetitive.→
Close and reporting
Monthly and year-end close, reconciliations including intercompany, accruals and cut-off, financial statements under ASPE and IFRS, consolidations and management reporting packages.
Controls and audit readiness
Approval workflows, segregation of duties, documented accounting policies, and lead schedules and audit files an external firm can work from directly.
Planning and forecasting
Budgets, 13-week and 12-month cash-flow forecasts, KPI dashboards, pricing and margin analysis, and lender and board packages.
Project and operational accounting
Job costing, work-in-progress schedules, contract revenue recognition, progress billing and holdbacks, and budget-to-actual tracking.
Systems, automation and AI
ERP and CRM selection and implementation, chart of accounts design, data migration, AI-assisted workflows, quote-to-invoice automation and reporting that pulls from live data.
Payroll and compliance
Payroll and remittances, HST filings, T4 and T5 slips, EHT and WSIB, and a year-end file your tax preparer can use as delivered.
Faster answers from your numbers, reviewed by people.
We use AI to do the heavy reading: scanning every transaction, drafting commentary and running scenarios, so partner time goes to judgment and advice. Part of our advisory and cloud bookkeeping work.
Anomaly checks on every close
Every transaction is screened for duplicates, miscodings and unusual amounts before the month is closed, so problems are caught while they are still small.
Variance commentary, drafted
AI drafts the first pass of month-over-month and budget variance explanations. A partner edits and signs off, so your report explains why the numbers moved, not just that they did.
Plain-language answers
Ask a question about your numbers, such as what drove margin down last quarter, and get an answer built from your reconciled ledger and confirmed by a person.
Forecast scenarios in minutes
Test a hire, a price change or slower collections against your cash forecast and see the low point move before you commit.
AI workflows and automation we build
Beyond the numbers: we optimize how the work gets done, using AI where it removes manual steps and keeping a person in the loop where judgment matters.
AI workflow design
We map the repetitive finance and admin work in your business, then design and build AI-assisted workflows for it, with approvals where money moves.
Document capture
Bills, receipts, statements and contracts read into the books automatically, coded to the right account and job, with exceptions flagged for a person.
Process optimization
Bottlenecks and double entry found and removed: hand-offs between your CRM, operations and accounting systems automated end to end.
Internal assistants
Assistants that answer staff questions from your own procedures, price lists and policies, so knowledge stops living in one person's inbox.
Reviewed by a person, every time. Client data stays in your accounting system and is never used to train public AI models.
Bookkeeper vs CPA vs Controller: who does your Ontario business actually need?
Four finance roles, four different jobs: what each one does, when you need it, and how they fit together in an owner-managed Ontario business.
Read the guide →Notice to reader vs review engagement in Canada, explained plainly
“Notice to reader” is no longer a standard. Here is what replaced it, how it differs from a review and an audit, and who usually asks for which.
Read the guide →The month-end close checklist we use for every client
The same steps, in the same order, every month: the checklist behind books you can make decisions on, and the close package it produces.
Read the guide →Cash vs accrual accounting: which one should your business use?
Two ways to time the same transactions, with very different pictures of your business. Here is how they differ, what CRA expects, and which one fits.
Read the guide →When does a 20-person company outgrow spreadsheets? (the ERP question)
Headcount is not the trigger. The trigger is when spreadsheets start costing you accuracy, time and decisions. A plain guide to the signs, the three routes, and what an implementation really involves.
Read the guide →How much does monthly bookkeeping cost in Ontario?
There is no honest single number. What you pay depends on the work your books actually require. Here are the cost drivers, the common pricing models, and how to compare quotes so you are pricing the same job.
Read the guide →5 KPIs every owner-operated business should watch monthly
Five measures, each with a definition, a formula, the reason it matters, and what to do when it moves. No borrowed benchmarks: your own trend is the comparison that counts.
Read the guide →What a business systems audit actually looks like, step by step
Not a software sales pitch and not a compliance exercise. A systems audit is a structured look at how work actually moves through your business, where it leaks, and what to fix first.
Read the guide →Talk to a partner about your numbers.
Taking on advisory & cloud bookkeeping case by caseTell us about your business and what you need. A partner reads every message personally and replies directly.
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