Small/Mid Businesses
Run your business. We’ll handle the finances.
We take accounting and advisory off your plate. Clear reports, trusted advice and a partner you can actually talk to, so you can focus on growing what you’ve built.
We help small to mid sized businesses gain financial clarity and stronger cash flow visibility so owners can make confident decisions and run their business stress free.
You need the numbers and advisory to keep up.
No idea where the money actually goes
Revenue is coming in, but your bank account tells a different story. Without clear information, cashflow stays a mystery.
Behind on your reports
Reconciling months of transactions all at once, usually right before a deadline. Every year, same scramble.
Making decisions without real numbers
Should you hire? Buy that equipment? Take on that lease? We help you overcome the guesswork.
Services
Tax-Ready Financials
Clean, audit-ready books that will delight your tax accountant and actively reduce your year-end preparation bill.
Proactive Cash Flow Planning
Forward looking cash management so you never have to stress about an upcoming payroll, tax installment, or surprise expense.
Decision-Ready Reporting
A strategic partner in your corner giving you the data and clarity to know exactly when to hire, invest in new tools, or expand your footprint.
Project Profitability Analysis
Deep dive insights into your margins so you know exactly which clients, projects, and services are actually driving your bottom line.
Sustainable Growth Strategy
High level advisory focused on maximizing your revenue and scaling your profits without compromising your commitment to your people or the planet.
This Is For You If
You run a business and your finances and advice need to keep pace. You want a CPA who understands your business, vision and goals.
Robin
Foundational accounting & compliance. Ideal for new, early-stage, or holding companies that need an audit-proof financial foundation.
- ✓ Monthly Bookkeeping (Up to 2 accounts)
- ✓ Quarterly Financial Reports
- ✓ CPA Ready Year-End Closing
- ✓ Semi-Annual Review Meetings
- ✓ Weekly Email Support
- ✓ Xero
Falcon
For growing BC businesses that need frequent updates, complex revenue clarity, and total provincial compliance management.
- ✓ Everything in Robin
- ✓ Weekly Transaction Categorization
- ✓ Advanced Revenue Recognition
- ✓ GST & BC PST Reconciliation
- ✓ Monthly Performance Reports
- ✓ General Accounting & Bookkeeping Q&A
- ✓ Support (2 Bus. Days)
Eagle
For established companies ready for near real-time financial tracking, full sales tax/regulatory compliance, and proactive cash management.
- ✓ Everything in Falcon
- ✓ Near Real-Time Bookkeeping
- ✓ 12 Weeks Cash Flow Forecasting
- ✓ Complete GST & PST Reconciliation
- ✓ Monthly or Quarterly Review Meetings
- ✓ Unlimited Strategic Advisory Q&A
- ✓ Priority Support (1 Bus. Day)
Service Tiers
We offer 3 packages, choose what suits you or we can help.
Prices in CAD and exclude applicable taxes. Catchup bookkeeping is billed separately. Chart of accounts setup not included.
Xero Setup & Migration
Start off on the right foot. We handle the complete setup of your Xero environment, or carefully migrate your historical data from another platform without losing a single detail. One time fee if no chart of accounts exists or if migrating from spreadsheet to software.
Historical Catch-up & Clean-up
Months (or years) behind? We will untangle your historical data, reconcile past accounts, and bring your books to an audit-ready state before your monthly subscription begins. Contact us for a custom quote.
How it works
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How it works *
Free intro call
We start with a 30 minute conversation to understand your business, your current setup, and what’s not working. No commitment required.
We set up & take over
We takeover your Xero or QuickBooks, clean up any backlog, and establish a consistent quarterly or monthly rhythm. You hand off the books for good.
Clear reports every month or quarter
Each month or quarter you get a financial reports that tells you exactly where your business stands and flags anything that needs your attention.
LET’S GET STARTED
Whether you have a question, need help figuring out which services are the right fit, or you’re ready to get started, we are here and happy to help.
We look forward to partnering with you in your financial flight!