What We Actually Do

Look, we've worked with enough startups to know that bookkeeping usually gets pushed to Friday afternoon when everyone's brain is already checked out. That's where we come in.

We'll handle your day-to-day transactions, reconcile your accounts, and give you dashboards that actually make sense. You'll see your burn rate, runway, and cash flow in real-time - not three weeks after month-end when it's too late to do anything about it.

• Daily transaction categorization
• Monthly financial statements within 5 business days
• Real-time dashboards (Xero, QuickBooks Online)
• Multi-currency support
• Unlimited email/Slack support

Canadian tax law is... let's just say it's complicated. Especially when you're dealing with R&D credits, cross-border payments, employee stock options, and all the fun stuff that comes with running a tech company.

We've been doing this long enough to know the tricks. SR&ED claims? We've filed hundreds. Figuring out if your contractors should actually be employees? Done it a thousand times. Making sure you're not leaving money on the table? That's literally our job.

• T2 corporate tax return preparation
• SR&ED (Scientific Research & Experimental Development) claims
• Tax planning strategies to minimize liability
• CRA audit support and representation
• Quarterly tax provision calculations

Here's the thing - most startups need CFO-level guidance way before they can afford a full-time CFO salary (we're talking $180K+ in Vancouver, plus equity). That's the gap we fill.

We've been through the fundraising gauntlet, built financial models that VCs actually respect, and helped founders understand their unit economics well enough to make smart decisions. Think of us as your outsourced CFO who's seen this movie before.

• 3-statement financial models (P&L, Balance Sheet, Cash Flow)
• Fundraising support & investor-ready financials
• Monthly board reporting packages
• Scenario planning & sensitivity analysis
• KPI tracking & metric optimization
• Strategic planning sessions (quarterly)

Payroll seems simple until you actually have to do it. Then you're dealing with CPP, EI, income tax deductions, T4s, ROEs, and a bunch of other acronyms that'll make your head spin.

We handle the whole thing - from calculating deductions to filing remittances to making sure your year-end reporting doesn't become a nightmare. Plus we can help you set up benefits packages that don't break the bank but still help you compete for talent.

• Bi-weekly or semi-monthly payroll processing
• CRA remittance filing & compliance
• T4, T4A, and year-end tax slip preparation
• Benefits administration (group insurance, RRSP matching)
• Worker classification guidance (employee vs. contractor)
• Stock option tracking & reporting

Sales tax in Canada is weird. GST, HST, PST... it depends on where you're selling, what you're selling, and sometimes the mood of the tax gods. And if you're selling software internationally? Whole other ballgame.

We'll figure out your obligations, handle your filings, and make sure you're not paying more than you need to. Seriously, we've found situations where companies were charging the wrong tax for years.

• Monthly, quarterly, or annual GST/HST returns
• Multi-provincial sales tax registration
• Input tax credit optimization
• International sales tax compliance (US, EU)
• Nexus analysis for e-commerce

Whether you're getting acquired, acquiring someone else, or just want to know what your company's actually worth, we've got you covered. We've been through dozens of transactions and know what buyers look for.

Due diligence is intense. Buyers will tear apart your financials looking for problems. We'll help you clean up beforehand, prepare a solid data room, and answer their questions without making you look like you've got something to hide.

• Business valuation (DCF, comparable company analysis)
• Quality of earnings reports
• Financial due diligence (buy-side or sell-side)
• Data room preparation & management
• Transaction advisory
• Post-merger integration support