Our Process

We serve as both an extension to finance departments or act as the entire finance team for Canadian medium-sized businesses typically earning between $3M and $15M in revenue.

Recognizing the unique challenges faced by these companies, we offer a suite of outsourced financial services designed to fill knowledge gaps, manage workload overflow, and provide expert guidance when needed.

Our clients gain a reliable partner in tax services, bookkeeping, payroll management, accounts payable, and other essential finance functions.

Our dedicated team of specialists is committed to ensuring you have support without the need for additional full-time hires. We tailor our services to integrate smoothly with your business, ensuring that you have scalable solutions that adapt to your evolving needs.

If you'd like to work with us, yes.

The goal of this process is to get as much right as possible from the start. There's nothing worse than agreeing to a 'standard price' from another firm and then experiencing frustration later on, when you both realize a lot of important information was missed.

After the first call, you'll have a good idea whether or not we can help you, along with a general idea of the scope of service we could provide and relative price range. The complete process, from the initial discovery call to your pricing call, usually takes around 3 business days. This allows us to put together a plan for your unique situation.

We've heard that if you've already got a quote from another firm, waiting a few days can sometimes feel like a long time. To combat this, we can usually give you a price range on your first call after we get a feel for what a relationship could look like. Your business is unique and we'd like to get this right!