We Help You Scale Up Smoothly

We provide start-ups and small businesses with a full team of finance and HR specialists to help them scale from $1m to $50m. We understand high-growth companies, we implement scalable processes and systems, and we work efficiently to achieve quick wins. Our experience, focus and guidance will help you avoid miss-steps and scale smoothly. We’ve done this before.

Services

Finance & Accounting Services

CFO + Bookkeeping

  • Forecasting and budgeting
  • Goal setting and KPI
  • Bookkeeping, AP, AR, cash mgmt
  • Board reports, department reports
  • Investor readiness, raise guidance
Finance & Accounting Services

Corporate Taxes

  • T2 Corporate tax returns
  • NTR financial statements
  • Tax planning
  • CRA audit support
  • Tax planning (M&A)
Finance & Accounting Services

Payroll

  • Dedicated payroll administrator
  • T4 and ROE filings
  • Processing payroll and funds
  • Online software and paystubs
  • Scalable from 1 to 500 employees
HR Services

Recruitment

  • Role and salary definition support
  • Active sourcing/outreach
  • Ad and search optimization
  • ATS included
  • Flat fee: monthly or project
  • You own the candidate pool
HR Services

Setup

  • ESA compliant policy handbook
  • Health and Safety compliance
  • Future state org chart, hiring plan
  • Contract templates
  • Payroll and benefits setup
  • Onboarding plan guidance
HR Services

Consulting

  • HR Manager as a Service
  • Employee reviews process
  • Onboarding, termination, change
  • Vacation and leave, benefits
  • Strategic HR planning
  • Benefits management
Back Office Setup and Systems

Accounting Setup

  • Workflow design
  • Chart of accounts design
  • Tax and sales tax setup
  • QuickBooks Online or Xero setup
  • Add-on applications selection
  • Integrate fintech apps
Back Office Setup and Systems

ERP Software

  • Selection and implementation
  • Workflow and requirements
  • Software Selection
  • Implementation and integration with accounting
  • Training and change management
Back Office Setup and Systems

HRIS

  • Human Resources Information System
  • Needs analysis
  • Software selection
  • Training and change management
  • Benefits configuration
  • Workflow and automations

How to work with us

We can do a lot, but we prefer to find quick wins and make progress in sprints.

  1. Contact us – fill in the form or give us a call, we’ll respond within minutes
  2. Discovery session – we’ll talk about your business and goals, immediate needs and an action plan
  3. Assessment – if you share your financial/HR systems and docs with us, we’ll look at the current state and give our recommendations
  4. Proposal – by this point we’ll all understand how to meet your goals within your budget, so we’ll put the details on paper
  5. Progress – sigh of relief. Onwards and upwards!