Our Working
Process.
From discovery to ongoing success, we've refined our process to be as frictionless as possible for high-growth Canadian companies.
Discovery
A video deep-dive into your current systems, pain points, and growth goals.
Onboarding
We migrate your data to modern tools and set up your secure buddy-portal.
Strategy
Monthly advisory meetings to optimize tax and identify efficiency gains.
Success
Real-time visibility into your finances. No more year-end surprises.
Built for the
Modern World.
Traditional firms optimize for billable hours. We optimize for your bandwidth and financial clarity.
Request an inviteBank-Grade Security
Your data is encrypted end-to-end and stored exclusively on Canadian soil.
Real-time Access
No more month-end surprises. See your margins every single morning.
Infinite Scaling
Your pod scales with you. No need to re-onboard as you grow.
Fixed Pricing
Predictable monthly subscriptions. No hidden hourly surprises.