Bookkeeping, CFO advisory, and tax support for ambitious entrepreneurs in Québec.
From clean books to CFO-level strategy — we handle the numbers so you can focus on building.
Monthly bookkeeping, bank reconciliation, and clean financial statements. No surprises at tax time.
Learn moreFractional CFO services — KPI dashboards, budget planning, investor-ready reporting, and monthly strategy sessions.
Learn moreGST/QST filing, CRA representation, payroll compliance, and R&D tax credits. We keep you compliant and maximize your credits.
Learn moreWe start with a free 30-minute call to understand your business, your pain points, and what financial clarity would mean for you. No commitment required.
We set up your QuickBooks, connect your accounts, and clean up any backlog. Most clients are fully onboarded within 5 business days.
Monthly reports, quarterly reviews, and year-round tax support. You get a dedicated advisor who knows your numbers as well as you do.
"Roger cleaned up 18 months of messy books in two weeks. We went from dreading tax season to actually understanding our numbers. The CFO advisory sessions alone are worth 10x the monthly fee."
"We were leaving $40,000 in R&D credits on the table every year. Roger identified it in our first meeting. His Big Four background shows — he thinks at a level most bookkeepers simply can't."
"The monthly financial reports are clear, actionable, and actually help me make decisions. I finally feel like I'm running my business instead of being run by it."
All plans include dedicated support, monthly reports, and a real human who knows your business.
Perfect for small businesses needing clean, reliable books.
For growing businesses that need more financial insight.
Full fractional CFO engagement tailored to your business.
For eligible companies that incurred R&D expenses in Canada or are seeking grants. We charge 20% of the total credit received — you only pay when you get paid.
Incorporate your business in Quebec or federally. We handle the paperwork, structure recommendations, and ensure you start on the right legal and tax footing.
We primarily serve Quebec-based businesses, but we work with Canadian entrepreneurs across all provinces for federal tax matters, incorporation, and CFO advisory. Our bookkeeping and GST/QST services are Quebec-focused.
Most clients with up to 12 months of backlog are fully caught up within 2 weeks. Larger backlogs take 3–4 weeks. We'll give you a precise timeline after reviewing your accounts on the discovery call.
We are QuickBooks ProAdvisors and it's our primary platform. We also work with Xero and FreshBooks. If you're on a different platform, we'll recommend the best migration path during onboarding.
We identify eligible R&D expenses, prepare the SR&ED claim, and submit it to the CRA on your behalf. Our fee is 20% of the credit received — meaning there's no upfront cost and we only earn when you do.
You get a dedicated fractional CFO (Roger) who attends monthly strategy sessions, builds your KPI dashboard, prepares investor-ready reports, and is available for ad-hoc questions throughout the month. It's like having a full-time CFO at a fraction of the cost.
No long-term contracts. All plans are month-to-month. We believe in earning your business every month — not locking you in.
Book a free 30-minute discovery call. No commitment, no sales pitch — just honest financial advice from a former Big Four CFO.
Book Your Free Call