If you're a tax preparer either too busy to do your client's books or tired of wasting your time and money by fixing mistakes made by inexperienced bookkeepers, we can help! Clean books delivered on time, every time.
What We Can Handle For Your Clients
✔ Transaction Categorization & Monthly Reconciliations – Every account balanced, every month.
✔ GST/HST Tracking & Filings – Accurate, on-time submissions so nothing falls through the cracks.
✔ Accounts Payable & Receivable – Bill payments and invoice tracking handled through Plooto.
✔ Payroll Support – Setup and processing through Wagepoint.
✔ Bookkeeping Catch-Up & Clean-Up – We fix the mess before it lands on your desk.
✔ QuickBooks Online Setup & Optimization – New clients set up right from day one.
✔ Secure Document Management – Receipts and invoices organized through Dext and Hubdoc.
✔ Year-End Ready Financials – Books handed off to you clean, reconciled, and ready to file.
GETTING STARTED IS SIMPLE
How the partnership works
01
Referral or Introduction
You introduce us to your client – by email, referral, or a warm handoff. We take it from there.
02
Onboarding & Setup
We onboard your client into our secure systems, assess the state of their books, and establish clean workflows from day one.
03
Ongoing Bookkeeping
We handle the day-to-day – categorizing transactions, reconciling accounts, managing GST/HST, and keeping everything organized month to month.
04
Clean Handoff to You
When it's time for tax season or financial review, we deliver accurate, year-end ready financial, so you can do your job without cleaning up ours first.
Is This Right For You?
This is a great fit is:
✔ You're a tax preparer or accounting firm looking to outsource client bookkeeping.
✔ You're spending billable hours fixing bookkeeping errors instead of doing advisory work.
✔ You have clients who need bookkeeping support but you don't offer it in-house.
✔ You want a reliable bookkeeping partner you can refer clients to with confidence.
✔ You're growing and need capacity without the overhead of hiring.
Our Promise
When your clients’ books are clean, accurate, and up to date, they’ll be happier, better prepared, and more confident - which means they’ll trust you even more.
01
You don’t have to worry about capacity. With our proven bookkeeping systems and cloud-based processes, we can continually take on new clients and support your growing firm.
02
Messy books don’t just slow you down - they cost you money. We train and guide your clients to properly manage their day-to-day financials, so you spend less time fixing their mistakes.
03
04
Leave the GST/HST filings, reconciliations, and bookkeeping cleanups to us. That way, you can focus on tax planning, advisory work, and growing your firm - without getting bogged down in compliance tasks.
05
When financials are accurate and reliable, you can confidently provide tax strategies, forecasting, and business advice - without second-guessing the data you’re working with.
Partnering with best-in-class technology
