Bespoke Accounting and Back Office Services

No holistic wealth management service is complete without bookkeeping. Our back office accounting for high-net-worth business owners and entrepreneurs integrates your professional and personal finances to find new opportunities and exponential growth.

About Us

What Sets Us Apart


No matter your tax situation, our team can help you manage your accounts and exceed expectations.


No one works harder to deliver accurate monthly payroll and quarterly insights that propels your net worth.


We work with a wide spectrum of clients from single-business owners to multi-location corporations.

Tax and Accounting Services

Our timely check-ins and intuitive platform ensure your day-to-day corporate accounting and tax planning are well taken care of. We offer three tiers of accounting services, listed below.

  • T1, T2 filing
  • Monthly Bookkeeping
  • HST filing
  • Payroll
  • Annual Financial Statement
  • Notice To Reader
  • Tax advice

Includes everything listed in previous tiers, plus:


  • Bookkeeping
    Budgeting & Forecasting 
  • Budget vs Actual Variance Analysis
  • KPI Metrics
  • Financial Analysis
  • Quarterly Financial Statements
  • Annual Business Valuation

Includes everything listed in previous tier, plus:


  • Bookkeeping & Controller
    Preparation for Budgets
  • KPI Analysis & Review
  • Monthly Financial Statements
  • Business Planning
  • Annual Business
  • Valuation & Key Financial Ratios
The Process

Get a Look at Our Process

Once you start with us, we’ll help you fully onboard and get your documents in order.

Monthly bookkeeping begins right after onboarding, includes monthly payroll and HST filings.

We’ll provide quarterly reporting and financial analysis to keep you at the peak.

At the end of the year, we’ll compile trail balances for annual tax filings.


Episode 1

September 13, 2022
How taxes affect your employment & investment income.

the Big Picture

The Whole Package

We believe every aspect of your wealth is connected. Which is why our model offers clients the whole package, not just a single service.