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CPA-led · Toronto & remote across Ontario

We close your books — then rebuild how the work gets done.

Bookkeeping, HST, payroll, and year-end for owner-managed businesses — plus practical AI consulting that takes the manual work off your team's plate.

Built for owner-managed businesses, professional corporations, and the self-employed.

Fluent in the tools your business already runs on

Any of this sound familiar?

  • My books are months behind, and year-end is always an expensive scramble.

  • The HST remittance lands as a surprise because nobody was tracking the position.

  • My evenings go to receipts, invoices, and paperwork instead of the business.

  • I only hear from my accountant once a year — after everything has already happened.

We pair real CPA-led accounting with practical automation — starting with bookkeeping & accounting and AI consulting — so the same team handles more volume at lower cost.

Financial rigour. Operational leverage. One firm.

Most firms tell you what happened last quarter. We change what happens next.

The anchor

Bookkeeping & Accounting

Monthly books that actually close. HST tracked before it's due. Payroll, T4s, and T2 and T1 returns — handled by a CPA-led team, not a portal.

Illustration of an accountant working through an organized checklist beside year-end binders
  • Monthly & quarterly bookkeeping with full reconciliations
  • HST filings and remittance planning
  • Payroll processing, T4/T5 slips
  • T2 corporate and T1 personal returns
  • Cloud setup & cleanup — QuickBooks Online, Xero, Dext

The differentiator

AI Consulting for SMBs

Your accountant already knows where the money goes. Now let us show you where the time goes — and hand the repetitive work to automation your team actually uses.

Illustration of receipts being captured by phone and filed automatically into tidy categories
  • AI readiness assessment for your specific business
  • Receipt, invoice & document capture — no manual entry
  • Customer email, quoting, and reporting automation
  • Staff training on safe, effective AI use
  • Guardrails: PIPEDA, data privacy, record-keeping obligations
  • Available as a standalone engagement — keep your bookkeeper

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Businesses supported

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HST filings prepared

0 hrs

Avg. back-office time saved per month

0%

Filed on time last fiscal year

Sample figures shown for layout — to be replaced with verified firm data before launch.

How does it work?

A rhythm, not a rescue mission — built for busy owners who want targeted help and continuity year after year.

  1. 1 · Discovery

    A conversation about your business, your books, and where the time goes. We scope the work and quote it plainly.

  2. 2 · Cleanup & Setup

    We bring the books current, fix what's miscoded, and set up cloud accounting properly — QuickBooks Online, Xero, or Dext.

  3. 3 · Monthly Rhythm

    Reconciliations, HST tracking, payroll. Your books close every month, not once a year.

  4. 4 · Quarterly Strategy Review

    We sit down with the numbers and the operation: compensation planning, cash position, and where automation goes next.

AI consulting, concretely

No hype. Specific work, taken off specific plates — four stages, each with a concrete outcome for a small or mid-sized business.

Assess

An AI readiness review of your specific business — where AI actually helps, and where it doesn't.

Automate

Receipt capture that ends the shoebox. Invoices, documents, and data entry handled without hands.

Train

Your team using AI tools safely — including what never goes into a public model.

Grow

Lead follow-up, quoting, and customer service capacity without adding headcount.

Fixed monthly packages, custom-quoted to your volume

No hourly billing, no surprises. Final pricing depends on transaction volume and scope — every engagement starts with a quote.

Essentials

For sole proprietors and small corporations with low transaction volume.

$XXX/mo

Custom quote — based on transaction volume

  • Monthly bookkeeping
  • Bank & credit card reconciliations
  • HST filings
  • Year-end package handoff
Most Popular

Growth

For incorporated businesses that want the full compliance cycle handled.

$XXX/mo

Custom quote — based on transaction volume

  • Everything in Essentials
  • Payroll & T4/T5 slips
  • T2 corporate return
  • Quarterly review call

Advisory

For owners who want the numbers and the operation improved together.

$XXX/mo

Custom quote — based on transaction volume

  • Everything in Growth
  • AI consulting engagement
  • Owner compensation planning (salary vs. dividend)
  • Monthly strategy support

AI consulting is also available as a standalone engagement — you don't need to switch bookkeepers. See full pricing & comparison

Owners who got their evenings back

Sample testimonial — real client quotes coming

Before you get in touch

Know your numbers. Get your time back.

Tell us about your business and we'll come to the first conversation with a clear scope and a straight quote.

Book a Free Consultation