Transform Your Financial Operations
from Burden to Breakthrough

Get back up to 60 hours per month and save up to 85% vs. in-house teams

Schedule a Free CallSee Pricing & Packages

Is Your Startup Ready for Financial Clarity?

  • Unclear about cash runway
  • Want to optimize financial operations
  • Planning for significant growth
  • Spending 10+ hours monthly on bookkeeping
  • Need investor-ready financials
If you checked any of these boxes. Let's Chat

What Our Strategic Alliance Partners Achieved

Real results from startups who transformed their financial operations

"We understand how overwhelming it feels when you're trying to build something great but operational gaps in finances keep holding you back. Like you, we believe running day-to-day financial operations shouldn't prevent founders from focusing on what truly matters - bringing innovative solutions to the world."

Shape

Your Journey to Financial Freedom

1

Listen & Learn

  • We care about your unique business vision and culture
2

Create Your Strategy

  • We develop clear, actionable financial solutions
3

Execute Together

  • We help implement the strategy and ensure your business growth

Choose Your Growth Path

LaunchPad
Smart Start, Strong Future

For those who are just getting started

icon
Essential
Growth Without Growing Pains

For growing startups with 1-10 team teammates

Scale-Up
From Metrics to Millions

For scaling startups with 10-20 teammates preparing for Seed or Series A round

Scale-Up Pro
Scale Without Stumbling

For post funding startups scaling Canadawide and accress the border

Common Questions About Our Financial Services

Our standard onboarding timeline is one month with full client cooperation. For companies with more complex operations or manual processes, we may extend this to two months to ensure proper optimization and automation of your processes. This allows us to create a solid foundation for long-term success.

We offer three key differentiators:

  • 1) A personalized approach focused on efficiency and automation, tailored to your specific needs;

  • 2) Guaranteed 10 business day month-end close, ensuring timely financial insights;

  • 3) Access to a full financial team (CFO, Controller, Bookkeeper, and Client Success Manager) at a fraction of the cost of traditional hiring

We offer four tailored packages that evolve with your business journey:

  • LaunchPad: Built for startups establishing their foundation, providing essential bookkeeping and financial infrastructure to support your vision.

  • Essential: Designed for growing startups with small teams, helping you focus on product-market fit while we handle all financial operations and SaaS metrics.

  • Scale-Up: Perfect for Series A-ready companies, delivering investor-ready financials and CFO insights to support your next funding round.

  • Scale-Up Pro: Comprehensive financial infrastructure for post-Series A companies, including strategic planning and international expansion advisory.
We regularly assess your needs and seamlessly adjust services as your company grows, ensuring you always have the right level of financial support.

We work with a variety of accounting software, including: Xero, QuickBooks Online, FreshBooks, Sage Intacct, NetSuite, Sage 50. We can also integrate with your existing systems if needed.

While our standard hours are 8-5 MST, we understand business doesn't always follow a schedule. We provide flexible support options for urgent matters with response times within minutes. Each client receives detailed communication guidelines with dedicated contact information for after-hours support.

We maintain strict security standards by following ISO 27001 guidelines and leveraging cloud-based solutions. All our software partners hold industry-leading certifications (including SOC2 and ISO 27001), ensuring your data is protected by enterprise-grade security protocols. We never store client data on local devices, maintaining all information in secure, certified cloud environments.

Still have questions?

Schedule a Free Call