What We Actually Do

Look, accounting for tech startups and crypto isn't your grandpa's balance sheet work. We've been deep in the trenches with blockchain projects, SaaS companies, and everything in between since this stuff started getting real. Here's how we help you stay compliant without losing your mind.

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Cryptocurrency & Digital Asset Accounting

Honestly, crypto accounting is a mess right now. The CRA's guidance keeps changing, there's like five different ways to track cost basis, and don't even get me started on DeFi transactions. We've spent years figuring this stuff out so you don't have to.

Whether you're mining, staking, trading, or just HODLing, we'll make sure everything's tracked properly and you're not overpaying (or underpaying) come tax time.

Cryptocurrency trading
Here's how we tackle it:
1. Data Collection
We pull everything from your exchanges and wallets
2. Transaction Mapping
Sort out what's what (trades, income, fees)
3. Tax Calculation
Figure out your actual tax liability
4. Reporting
Get it all CRA-ready
Real talk: If you've got DeFi stuff (yield farming, liquidity pools, NFTs), that's gonna take some extra work. But yeah, we handle that too.

Startup Financial Planning & CFO Services

You're too early for a full-time CFO, but you need someone who actually gets the financial side of growing a startup. That's where we come in - think of us as your part-time financial brain.

We've helped dozens of startups go from "we think we're profitable?" to actually understanding their unit economics, burn rate, and what metrics investors actually care about.

Financial planning
What you're getting:
Runway Analysis

Know exactly when you'll need to fundraise (before it's too late)

Financial Modeling

Build models that investors won't laugh at

Board Reporting

Monthly or quarterly packages that tell the real story

Strategic Advising

Someone to bounce financial decisions off of

Fundraising Prep

Get your financials investor-ready

Budget Planning

Actually useful budgets, not spreadsheet theater

Pro tip: Most startups wait too long to get financial help. By the time you think you need a CFO, you needed one three months ago.

Tax Preparation & Strategic Tax Planning

Tax prep is table stakes - everyone does that. What we're really about is making sure you're not leaving money on the table throughout the year. Canadian tax law's got a ton of breaks for tech companies and founders, but you gotta know where to look.

We've saved clients hundreds of thousands by catching stuff early. SR&ED credits, capital gains exemptions, stock option planning - there's a lot of ways to structure things smartly if you plan ahead.

Tax planning
Our approach to taxes:

We check in quarterly to make sure you're positioned right. Adjusting withholdings, timing income and expenses, setting up the right structures - this stuff matters way more than most people realize.

If you're developing new tech, you probably qualify for Scientific Research & Experimental Development credits. We've filed dozens of these and know exactly what the CRA's looking for. It's basically free money if you document it right.

The CRA's position on crypto keeps evolving. We stay on top of it so you can structure things in the most tax-efficient way possible - whether that's capital gains treatment, business income, or something else entirely.

Sole prop vs. corp, holding companies, income splitting with family members - the right structure can save you a fortune. We'll walk through your specific situation and recommend what actually makes sense.
Heads up: If you've got cross-border stuff going on (US clients, remote workers in other countries, international contractors), that adds complexity. We handle it, but let's chat early about it.

Bookkeeping & Payroll Management

Okay, so bookkeeping's not sexy. But having your books actually up-to-date and accurate? That's what lets you make smart decisions. Plus, it's way less stressful when tax time rolls around.

We use modern cloud tools (Xero, QuickBooks Online, whatever fits your workflow) and keep everything reconciled monthly. No more shoebox of receipts or scrambling to remember what that $847 charge from six months ago was for.

Bookkeeping services
Bookkeeping Services
  • Monthly reconciliation
  • Expense categorization
  • Invoice tracking
  • A/R and A/P management
  • Multi-currency handling
  • Receipt capture & storage
Payroll Services
  • Bi-weekly or monthly processing
  • CRA remittance handling
  • T4 / T4A preparation
  • Vacation & benefits tracking
  • Contractor vs. employee classification
  • Stock option administration

We integrate with most payment processors, invoicing tools, and expense apps. If you're using Stripe, Shopify, PayPal, or similar - we can pull that data automatically.

Financial Statement Preparation & Analysis

Financial statements shouldn't be something you dread looking at. When done right, they're basically a health checkup for your business - telling you what's working, what's not, and where to focus.

We prepare monthly or quarterly statements (depending on what you need) and actually explain what they mean in plain English. No accounting jargon unless you want it.

Financial analysis
What we deliver:
Income Statement

Where your money's coming from and where it's going. We break it down by revenue stream and expense category so you can spot trends.

Balance Sheet

What you own, what you owe, and what's left over. Especially important if you're raising money or getting a loan.

Cash Flow Statement

The most important one, honestly. Shows actual cash movement - you can be profitable and still run out of money.

Plus the analysis part:

Numbers are great, but context is what matters. We'll walk you through:

  • Key metrics for your industry
  • Month-over-month trends
  • Gross margin analysis
  • Burn rate & runway calculations
  • Budget vs. actual comparisons
  • Red flags worth investigating
  • Opportunities we're seeing
  • Recommendations for next steps

CRA Audit Support & Compliance

Getting a letter from the CRA sucks. We get it. But it's usually not as bad as it seems if you handle it right from the start.

We've dealt with tons of CRA audits and reviews - everything from simple documentation requests to full-blown GST/HST audits. The key is responding properly and not giving them more info than they need.

Audit support
If you just got audited: Don't panic, but also don't respond directly without talking to us first. What you say (and how you say it) matters a lot more than most people realize.
How we help with audits:
Initial Assessment

Figure out what they're actually looking for and how serious it is. Sometimes it's just a routine check, sometimes there's a specific issue.

Documentation Gathering

Pull together everything they need in the format they want. Organization matters here - we've seen audits go way better just because docs were presented cleanly.

Communication Management

We handle all the back-and-forth with the auditor. You don't need that stress, and honestly, it's better if they're talking to us anyway.

Resolution & Appeal

If they assess you for something we think is wrong, we'll fight it. We've successfully appealed plenty of assessments that didn't hold water.

Common audit triggers we help prevent:
  • Misclassified workers (employee vs. contractor mess)
  • Crypto transactions without proper documentation
  • Large or unusual expense claims
  • GST/HST input tax credit issues
  • Cross-border transactions that aren't documented right
  • SR&ED claims that aren't backed up properly

Best defense is a good offense: When your books are clean and everything's documented properly throughout the year, audits are way less stressful. That's part of what we do with all our clients.

What It'll Cost You

Look, pricing varies a ton based on what you need and how complex your situation is. Here's ballpark ranges to give you an idea. We'll give you an actual quote after a quick discovery call.

Startup Package

$800-1,500/mo

  • Monthly bookkeeping
  • Payroll (up to 5 people)
  • Financial statements
  • Tax planning consultation
  • Annual tax prep included

Good for: Early stage startups, simple operations

Growth Package
Most Popular

$2,000-3,500/mo

  • Everything in Startup
  • Part-time CFO services
  • Advanced financial modeling
  • Board reporting packages
  • Fundraising support
  • Unlimited payroll employees

Good for: Funded startups, scaling businesses

Enterprise Package

$4,000+/mo

  • Everything in Growth
  • Dedicated CFO access
  • Multi-entity consolidation
  • International compliance
  • M&A support
  • Custom reporting & analytics

Good for: Established companies, complex operations

A La Carte Services Available:

Crypto Accounting: $150-300/hr
SR&ED Claims: Project-based
CRA Audit Support: $200/hr
Tax Prep Only: From $1,200

Questions People Actually Ask

Depends. If you're pre-revenue and bootstrapping hard, maybe not yet - but at least get a consultation to set things up right from the start. Once you've got actual revenue or you're taking on investment, yeah, you need help. The cost of fixing mistakes later is way higher than doing it right the first time.

We've seen worse, trust me. We can do catch-up bookkeeping and clean up your old records. It'll cost extra depending on how far back we need to go, but it's totally doable. Better to clean it up now than have it bite you later.

We use specialized crypto accounting software that can pull data from most major exchanges and wallets. For stuff that doesn't integrate automatically, we'll help you export the data and we'll process it manually. The more exchanges you use, the more complex (and time-consuming) it gets, but we've dealt with people using 10+ platforms.

Sure. If you've got a bookkeeper you like and they're doing good work, we're happy to handle just the CFO, tax, or strategic stuff. We can review their work periodically to make sure everything's on track.

For most tech startups, we like Xero or QuickBooks Online. Both are cloud-based and integrate with pretty much everything. If you're doing heavy crypto stuff, we might recommend adding a specialized tool like CoinTracker or Koinly. We'll work with whatever you're already using though - not gonna force you to switch unless it's really holding you back.

Usually within a week or two after our initial call and getting access to your systems. If it's urgent (like you've got an audit notice or fundraising deadline), we can move faster. Just let us know what's driving the timeline.

We're Canadian accountants, so we focus on Canadian tax and compliance. But if you're a Canadian company with US operations or US customers, we can help with the Canadian side and coordinate with a US accountant for the American stuff. We've got good referral partners down south.

No long-term contracts or anything like that. Month-to-month for most services. If you need to scale down or pause, just give us 30 days notice. We get it - startup life is unpredictable. We'd rather you come back later than be locked into something that's not working.

Not super involved once we're set up. You'll need to respond to questions occasionally, approve payroll, and review financial statements. Maybe an hour or two a month for most clients. If you want to be more hands-on, that's cool too - some founders really want to understand the details.

If you're already a client, we'll handle it as part of your ongoing services (though complex audits might incur extra fees). We'll communicate with the auditor, gather docs, and represent you through the whole process. The goal is always to resolve it as quickly and favorably as possible.