Consultants, Professionals, Individuals
Let us mind your finances.
You are good at what you do. Clients pay for your thinking, your strategy, your results. But between invoicing, tracking expenses, and figuring out what you actually owe at tax time. The back office can quietly become a full time job.
It does not have to be. We give you peace of mind so that you can continue doing what you are good at.
We help individuals stay financially organized and gain clarity over their cash flow so they can plan ahead with confidence.
Services
Strategic Pricing & Cash Flow Management
Price your projects/services with confidence to protect your margins, while keeping your daily cash flow smooth and predictable.
Proactive Cash Planning
Eliminate the guesswork. Look ahead with clear forecasting so you always know what to spend, what to reinvest, and what to save.
Profitability & Revenue Diversification
Discover exactly which services and clients actually drive your bottom line, and unlock new income streams to build a more resilient business.
Tax-Ready Financials
Maintain spotless, compliant books that streamline your year-end filings and actively reduce your tax preparation fees.
Dedicated Growth Partner
Gain a strategic financial sounding board to stress-test your ideas and discover untapped opportunities to scale your revenue.
Strategic Advisory
High-level guidance designed to maximize your revenue, protect your profit margins, and keep more of what you earn.
This Is For You If
You are an individual, professional or consultant. Your income is real, your expenses are real, and you are ready to treat your finances that way too.
Financial foundations for
solopreneurs & consultants
Robin
Basic Bookkeeping
Starting from$575/mo
Foundational accounting & compliance. Ideal for new and early stage consultants, individuals, solopreneurs without employees who need a solid financial foundation.
- Xero Bookkeeping
- Standard Monthly Reporting
- Tax-ready Books
- T4A if applicable
- Support - Weekly
Falcon
Advanced Bookkeeping
Starting from$850/mo
Ideal for growing consultants, solopreneurs and individuals without employees who need enhanced reporting and a strategic sounding board.
- Xero Bookkeeping
- Enhanced Monthly Reporting
- Tax-ready Books
- T4A filings
- General Bookkeeping & Accounting Q&A
- Support – 2 bus days
Eagle
Mini CFO
Starting from$1,300/mo
Strategic financial leadership without the full time cost. For when you have outgrown the books and need someone thinking about the bigger picture.
- Xero QuickBooks Bookkeeping
- Custom Monthly Reporting
- Tax-ready Books
- T4A filings
- Quarterly / Monthly Meetings
- 12-month Cashflow Forecasting
- Unlimited Strategic Q&A
- Priority access and dedicated support
Add-On Services
Specialized projects to get your financials on track.
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 FeeHistorical 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.
Custom QuoteService Tiers
We offer 3 packages, choose what suits you or we can help.
Our process is simple and thoughtful
Contact us
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 or setup your Xero or clean up any backlog, and establish a consistent quarterly or monthly rhythm. You hand off the books for good.
Communicate Clearly
Every client is different. We stay flexible and responsive to make sure the process fits you. We communicate clearly and regularly.
Clear reports every month, quarter or annually
Each month or quarter you get a financial reports that tells you exactly where your business stands and flags anything that needs your attention.