YOUR VIRTUAL 
ACCOUNTING TEAM.

No matter what you need, we are here to make it happen

OUR SERVICES

Accounting Systems

We put you in control of your financials, by setting up your cloud-based system the right way. From invoicing automation to expense tracking, the system you'll be running doesn't require a degree to use. Trust us to train and support you every step of the whole way

Bookkeeping

Bookkeeping is not glamorous, and we get that you're time-strapped as it is. But make no mistake, it is the backbone of valuable reporting for any small business. Let us show you how to set up an efficient and effective bookkeeping routine that works for your team

Financial Analysis

Making decisions for your business can be fun, but can also be daunting, challenging, stressful. Do yourself a favour and let the numbers support your decision making, so you can improve your bottom line. We're here to help with the excel sheets and number crunching

Payroll Setup & Support

Payroll can be complicated and, without the proper setup, mistakes are time consuming and will impact your people. We make sure payroll is effortless by setting you up properly from the get-go and steering you along for those one-off scenarios that arise so you're never guessing

Process Standardization

Streamlining a process for timesheets, inventory, analysis, etc. will always reduce repeat headaches and is sure to give you hours back to your day/week. Consult with us on how to build seamless and straightforward steps for your repetitive tasks. It's what we do best

Year End Reporting

The worst way to spend excess cash and time on; reports for the banks and government that you (might) look at once. Having us tied into bookkeeping and the accounting system, this process is made simple and inexpensive, with next to no additional info needed to wrap it all up

WE OFFER OPTIONS WITH YOU IN MIND

Regardless of the current stage and state of your business, we've got your financial accounting and consulting covered. We provide our
services at a fixed monthly rate so that you can have the financial peace of mind, while getting your business the support it deserves.
Our packages are all flexible, but will generally fit into one of three options depending on your specific needs. Here's how we explain these packages so you can more easily figure out where you stand and what you'd be looking for!

THE CHARGE

YOU LAUNCH

A surfer's starting point is when they are floating out in the intense waters and they spot a wave that looks right. Their arms aggressively paddle, thus kicking off what is called 'The Charge'

Translating to your business - when you have your eye on an idea, it requires every ounce of your energy and attention to successfully launch your business

When you're launching your business, our focus is to train you, support you in the ramp up of your business, and provide you with a Financial Accounting Playbook & System Set-Up which enables you to complete the straight-forward work from the onset, all while remaining closely attuned to your foundational aspects of your business but knowing we are always a quick call away to provide you with whatever assistance you might require



THE DROP

YOU POSTURE

Once a surfer has successfully charged and caught that one wave, they have a brief moment to get to their feet and stabilize into their stance without falling - this is what is known as 'The Drop'

Translating to your business - this is a critical time to financially understand your business so you can make decisions regarding profitability and how to scale

Focusing on the initial obstacles that occur with the 'posturing' of your business is challenging, let alone trying to keep up with your financials at the same time. It is quite common for owners to lose sight of their accounting. Make no mistake, though - the growth phase is when you need to be making crucial decisions on where to spend both your time and money. We are here to take a load off your shoulders, so you can stay aware of your financials


THE POCKET

YOU THRIVE

The wave has picked up speed, and can be intimidating, even for the best surfers. As long as the Charge and Drop were smoothly executed, surfers are now carving in their most comfortable position - 'The Pocket.'

Translating to your business - at this point, your business is in a state of high growth, while your business financials and related processes should be a well-oiled machine.

Very few businesses will just run themselves to a comfortable profit without having to make critical financial decisions along the way. Successful business owners might make it seem easy, but it's not - we're here to help you ensure the books are in check to guide your decision making framework on a regular basis. No one said owning a business was easy, but with ongoing support to aid in making necessary decisions or pivots, your business will thrive because there is financial logic and structure guiding it for a lifetime.

GET YOUR QUOTE

WE WANT TO LEARN YOUR BUSINESS 

NOT SURE WHERE TO START?
Reach out! We’ll learn about you, provide free resources, give you some quick pointers, and get you in the right direction