Services Built for Startups That Move Fast

We've worked with over 200 tech startups across Vancouver and beyond. Here's what we've learned: you don't need cookie-cutter accounting packages. You need someone who gets the chaos of rapid growth, venture funding rounds, and keeping the CRA happy while you're trying to change the world.

Igniting Financial Clarity for Tomorrow's Leaders

Tech startup accounting

Pick What You Need, Skip What You Don't

Look, we get it. Some months you're bootstrapping and counting pennies. Other months you just closed a Series A and need serious financial infrastructure yesterday. That's why our services are modular - grab what makes sense for where you're at right now.

Core Service

Corporate Tax Planning & Compliance

Nobody likes tax season, but it's a lot less painful when you've planned ahead. We help tech companies navigate SR&ED credits (seriously, if you're not claiming these, you're leaving money on the table), structure equity comp properly, and make sure you're not overpaying while staying completely legit with CRA.

What's included:
  • T2 corporate tax return prep & filing
  • SR&ED tax credit applications
  • Tax planning strategy sessions
  • CRA audit support & correspondence

Real talk: Last year we helped a SaaS client claim $47K in SR&ED credits they didn't even know they qualified for. That's runway right there.

Best for: Incorporated startups generating revenue, companies with development costs, businesses preparing for investor due diligence

Premium

Startup Financial Advisory & CFO Services

You're not ready for a full-time CFO (and honestly, you probably don't need one yet). But you do need someone who can model your runway, talk to investors, and tell you when you're burning cash too fast. That's where we come in - fractional CFO work that scales with you.

What's included:
  • Financial forecasting & runway modeling
  • Fundraising support & investor deck review
  • Monthly financial dashboards & KPI tracking
  • Strategic planning & growth advisory

Client story: We helped a Vancouver AI startup extend their runway by 4 months just by restructuring their burn rate and renegotiating some contracts. Sometimes it's not about raising more - it's about being smarter with what you've got.

Best for: Pre-seed to Series A startups, companies preparing for fundraising, founders who need strategic financial guidance

Essential

Bookkeeping & Payroll Management

The unglamorous stuff that'll sink you if it's not done right. We handle your books monthly, make sure payroll runs on time, and keep everything organized so you're not scrambling when tax season hits or an investor asks for financials.

What's included:
  • Monthly bookkeeping & reconciliation
  • Payroll processing & remittances
  • Accounts payable/receivable

Best for: Early-stage startups, companies with 1-50 employees, anyone who's behind on their books and needs to catch up

Essential

HST/GST Filing & Government Remittances

Sales tax in Canada can be confusing, especially when you're selling SaaS internationally or dealing with different provincial rules. We make sure your HST/GST filings are accurate and on time, so you're not dealing with penalties or interest charges.

What's included:
  • Quarterly or annual HST/GST returns
  • Input tax credit optimization
  • Government remittance tracking

Best for: Companies over $30K in revenue, SaaS businesses with complex sales tax situations, exporters

Core Service

Financial Statement Preparation & Audits

Whether you need clean financials for investors, a bank, or just your own peace of mind, we prepare GAAP-compliant statements that actually make sense. And yes, we can handle Notice to Reader, Review, or full Audit engagements.

What's included:
  • Monthly or annual financial statements
  • Notice to Reader engagements
  • Review & audit coordination

Best for: Companies in fundraising mode, businesses applying for loans, investors requiring audited statements

Strategic

Business Valuation & Exit Strategy Planning

Planning to sell? Getting acquired? Or just curious what your company's worth? We provide formal valuations and help you plan the exit that makes sense for you - whether that's a strategic acquisition, private equity deal, or management buyout.

What's included:
  • Formal business valuations (CBV standards)
  • Exit readiness assessments
  • Tax-efficient exit structuring
  • Deal advisory & negotiation support

Example: We worked with a fintech startup through their acquisition by a US company. Structured the deal to minimize tax hit and helped the founders walk away with an extra $200K+ they would've lost without proper planning.

Best for: Companies exploring M&A, founders planning exits in 1-3 years, businesses needing valuations for estate planning or shareholder agreements

Business exit planning

What Founders Are Saying

Not Sure What You Need?

Use our service cost estimator to get a ballpark idea of what your accounting setup might look like. Takes about 2 minutes, and there's zero obligation - we promise we won't spam you.

  • Instant cost estimate based on your needs
  • See which services make sense for your stage
  • No email required to see results

Quick Cost Estimator

Estimated Monthly Investment:

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Let's Talk About Your Needs

Ready to Get Your Finances in Order?

Let's chat about where you're at and what you actually need. First consultation is free, and there's zero pressure - we only work with clients we think we can genuinely help.

Average response time: Under 4 hours during business days