Look, we've been doing this for years and honestly, working with tech startups and e-commerce folks is where we really shine. You won't find us stuck in old-school methods - we're all about what actually works in today's digital world. Let's dig into how we can help your business grow without the accounting headaches.
Cloud-Based Bookkeeping & Financial Reporting
We ditched paper ledgers years ago, and honestly, it's been the best decision ever. Everything's in the cloud now - you can check your financials from your phone while grabbing coffee, and we're updating things in real-time.
Here's what you're getting: QuickBooks Online or Xero setup (whichever fits your vibe better), daily transaction tracking, bank reconciliation that actually stays current, and monthly financial statements that make sense. No accounting jargon that'll make your head spin.
The best part? You'll always know where your money's going. We've had clients tell us they sleep better at night just knowing their books are clean and up-to-date. That's worth something, right?
- Real-time financial dashboards
- Automated bank feeds integration
- Monthly P&L and balance sheets
- Expense tracking & categorization
Tax Planning & Compliance for Tech Companies
Taxes in the tech world? They're a different beast altogether. SR&ED credits, stock options, SaaS revenue recognition - it's enough to make anyone's head hurt. But we've been navigating this stuff since the early days of the tech boom.
We're not just filing your returns and calling it a day. We're looking at your whole picture - finding deductions you didn't know existed, planning ahead so you're not scrambling in April, and making sure you're taking advantage of every credit available to Canadian tech companies.
One of our SaaS clients saved over $47K last year just from SR&ED credits they would've missed otherwise. That's real money back in your pocket for hiring or product development.
- SR&ED tax credit applications
- Corporate tax filing & planning
- GST/HST compliance & remittance
- Stock option planning strategies
Startup Financial Advisory & CFO Services
Not ready to hire a full-time CFO? Yeah, we get it - that's a six-figure commitment most startups can't swing yet. But you still need someone who knows their way around financial strategy, fundraising prep, and keeping investors happy.
That's where we come in. We're like having a CFO on speed dial without the hefty salary. Need to prep for a funding round? We'll get your financials investor-ready. Trying to figure out your burn rate and runway? We'll map it out in plain English.
We've helped over 30 startups through funding rounds, and about half of them eventually brought on full-time CFOs - which honestly makes us proud. We're here to bridge that gap until you're ready to scale up.
- Financial forecasting & modeling
- Investor reporting & due diligence
- Cash flow management strategies
- Budget creation & variance analysis
E-commerce Sales Tax Management
E-commerce sales tax is an absolute nightmare if you're selling across provinces or into the US. Different rates, different thresholds, nexus rules that change constantly - it's honestly overwhelming.
We've specialized in this stuff because frankly, someone had to. Whether you're on Shopify, Amazon, or running your own platform, we'll make sure you're collecting the right tax and filing correctly. No surprise tax bills down the road.
Got marketplace facilitator rules to worry about? Cross-border sales? Multi-province inventory? We handle all of it. One of our clients was about to get hit with a $23K penalty for incorrect US sales tax - we caught it during our first audit and got it sorted before CRA even noticed.
- Multi-province tax compliance
- US sales tax nexus analysis
- Marketplace facilitator coordination
- Automated tax calculation setup
Payroll Processing & Benefits Administration
Payroll's one of those things that seems simple until you actually have to do it. Then suddenly you're dealing with CPP, EI, source deductions, T4s, and a million other things that need to be perfect every single time.
We run payroll for companies ranging from 3 employees to 150+, and yeah, it's detailed work. But we've got it down to a science. Your team gets paid on time, every time. Taxes get remitted correctly. Year-end? Smooth as butter.
We also handle benefits admin if you're offering extended health, dental, or retirement plans. One less thing on your plate, and your team stays happy because everything just works.
- Bi-weekly or monthly payroll runs
- CRA remittance & compliance
- T4 & ROE preparation
- Benefits enrollment & administration
Business Incorporation & Corporate Structuring
Starting a business in Canada? The structure you choose matters way more than most people realize. BC corp vs federal? Holding company structure? Income splitting opportunities? These decisions affect your taxes for years to come.
We walk you through the whole thing - what makes sense for your specific situation, not just cookie-cutter advice. Sometimes a simple BC incorporation is perfect. Other times, a more complex structure saves you thousands annually.
We've incorporated hundreds of companies at this point, and honestly, no two are exactly alike. We look at your goals, your growth plans, and your personal situation to figure out what'll work best. Then we handle all the paperwork and registry filings.
- BC & Federal incorporation
- Corporate structure planning
- Shareholder agreements
- Annual filing & minute books
