Services to help you scale up smoothly

We provide services for start-ups and small businesses to help scale from $1m to $50m. We understand high-growth companies.

Service Groups

Finance & Accounting Services

CFO Services & Accounting

  • 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 can we be of service?

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!

Only use the services you need to grow

Other areas of HR, Accounting and Finance naturally come up as your business grows in size and complexity. Since we have a team of 25 people, with different areas of expertise in HR, recruiting, payroll, bookkeeping, fintech, financial analysis, etc., we’re ready to help. We’re also well connected and ready to refer you to our extensive network of investors/bankers, lawyers and other professionals.

Service types & fees

  • Complete ownership of finance and/or HR functions
  • Ongoing support your internal team with specific services
  • Micro projects and services
  • Medium complexity projects lasting several months
  • All services are monthly fixed fee
  • All projects are fixed fee and scope
  • Some smaller engagements are standard price
  • Most engagements are customized and quoted

Licensed, awarded, and nationally recognized

Why us: growth drivers, scalable technology, scalable team.

Why us: growth drivers, scalable technology, scalable team.

Growth Orientation

Compliance is not the goal. We give guidance and analysis. We implement scalable systems and processes.

Technology Leadership

Being 100% cloud based from day 1, teaching 1000’s of CPAs how to use fintech, advising QuickBooks, Xero and other app partners.

Experience

We’ve been there, done that. We’ve helped hundreds of companies grow. Our people haven’t just worked for accounting firms their whole careers.

Growth-stage Expertise

We don’t work with lifestyle companies or large enterprises. We’re in for the wild ride.

Diverse Skills

We have a team of 25. CFOs (that have actually run companies), controllers, senior accountants, bookkeepers, tax specialists, recruiters, HR professionals, payroll specialists.

Connections

We’re part of the start-up and growth community in Canada. We know investors, government programs, lawyers, accelerators, and other growth-oriented agencies.

Don’t just take our word for it

Don’t just take our word for it

“Great team to work with for a start-up in growth mode. They’ve helped with better financial systems and data, and we’re getting into some really great analysis and planning. I used to spend days every month on spreadsheets, now I can focus on growing my company.”

– Calvin Ho, COO and Co-founder at Greenline POS

“Great team to work with for a start-up in growth mode. They’ve helped with better financial systems and data, and we’re getting into some really great analysis and planning. I used to spend days every month on spreadsheets, now I can focus on growing my company.”

– Calvin Ho, COO and Co-founder at Greenline POS