Frequently Asked Questions

We offer anything from bookkeeping, monthly or quarterly financial health checks up to CFO consulting for special projects such as strategic planning, board preparation and support as well as cash flow and forecast planning.

We also offer fractional CFO or Controller services if you need someone on a regular,  part time basis. And can provide oversight to your existing finance team or bookkeeper.

And sometimes a business needs support in areas outside of finance. Through our extensive network of IT, legal, marketing and sales professionals, we also provide Advisory Board services. 

Virtually anywhere...pun intended. We are a global business services provider. With the magic of technology, we can provide the majority of our services all over the world.

We believe that corporate tax is a complex area that is best left to the specialists. We do work with many great accounting firms and can provide a recommendation. 

As part of our bookkeeping services, we do provide support with other tax services such as sales tax (GST/HST and PST) and employer health tax returns. 

That depends on the stage that your business is at. Our mission is to free up founders from tedious accounting work and provide valuable business insights so that they can focus on growing their business and ensure they get the high level support they need to succeed. 

So, while you may not need a virtual CFO right away, you will always have access to an experienced financial professional as part of our bookkeeping services. 

We like to work with startups and small to medium sized businesses until they are large enough to hire a full-time CFO or experienced Controller. 

No. As your virtual finance team, our focus is on providing ongoing financial and operational support services throughout the year. We do work with many great accounting firms that can provide NTR and audited financial statements as well as filing corporate taxes. 

Absolutely! While our preference is to establish a regular touch point with all of our clients, we're happy to jump in when needed. 

You bet! We love creating order out of a little chaos and are happy to work directly with your tax accountant to get things right as rain.

Yes. We're happy to provide a second set of eyes and some mentorship to help your existing team grow with your business.