Cloud-accounting and fractional CFO services with a passion to help small and medium businesses (SMBs) achieve their vision by allowing them to focus on what matters the most:
Their clients, their personnel, and their core services or products.
Helping SMBs Do What They Do Best
Our approach to cloud-accounting is anchored by our desire to let business leaders focus on what they do best and emphasizes the need to “operationalize” the financial information we generate through our value-add reporting. This is why we are different from the multitude of more transactional cloud accounting providers in the marketplace. By keeping our roster of clients smaller, we can assign to your business a relationship manager who will take the time to understand your vision and goals; provide operational advice that is informed by finance; and tailor our interactions to your needs. Our services include:
We are industry agnostic but will confirm our ability to truly support your business during the kick-off meeting and onboarding period. Whereas we are exclusively focused on Canada, we are province agnostic and with our staff spread out across the country, we can provide live support during normal business hours and virtual support after hours. We pride ourselves in our higher-touch customer support approach. Our pricing is fixed to bring predictability in your cost structure.
Set up an online environment to share documents, collaborate and access curated knowledge (MS Teams).
Exclusive use of QuickBooks Online (QBO) as our accounting platform, augmented by reporting tools to allow you to derive knowledge beyond the obvious financial ratios and results.
Embark on a “meet, plan, and execute” pre-agreed cycle with your relationship manager and continuous access to financial resources.
