Senior accounting support for businesses that have outgrown a bookkeeper

Three years inside a Canadian B2B SaaS doing multi-entity close, revenue recognition, and audit prep. Now applied to your business, at part-time cost.

Book a 30-minute call

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Work Process

We Follow Structured And Client Focused Work Process

We follow a structured yet personalized approach to ensure your financial success. Transform complex finance into actionable clarity for lasting wealth and peace of mind.

Book Advisor

Our Services

Consultation And Assessment

Professional advice offered by individuals with deep knowledge and experience in a specific field. Provided by experts to solve complex challenges.

Financial Analysis & Research

Our financial analysis transforms complex data into actionable intelligence, combining cutting-edge research with deep market expertise.

Strategy Dev. & Goal Setting

We craft tailored financial strategies that align with your unique goals, turning aspirations into actionable roadmaps.

Implementation & Monitoring

We transform financial strategies into reality through seamless execution and proactive monitoring. The shifts and life changes for long-term success.

Hire us if any of these apply

Your bookkeeper is great at transactions but freezes on technical accounting questions
You have multi-entity structure and consolidations are messy or slow
Your revenue recognition is more complex than 'invoice = revenue' — multi-element arrangements, subscriptions, deferred revenue
You're preparing for your first audit and don't have someone to own audit prep internally
You've raised a Series A or B and the board is asking questions you can't answer fast enough
Your previous controller left and you need to bridge until you hire a replacement
You're an owner-operator and don't want to hire — you want to outsource
You need a CPA-Ontario-grade review chain on your monthly file

Where our technical depth comes from

IFRS 15 implementation for B2B SaaS

Subscription revenue, multi-element arrangements, performance obligation identification, transaction price allocation, deferred revenue waterfall — implemented and operated for a multi-entity Canadian SaaS. Not a textbook understanding; a production-line one.

Multi-entity consolidation.

Canada-US-UK three-entity consolidations with intercompany sales, cross-border cost allocations, and FX translation under ASC 830 / IAS 21. Built consolidations both manually in Excel and in NetSuite/Sage Intacct. We know where the bodies are buried.

Audit preparation at scale

Three full audit cycles run as the in-house finance team — Big Four auditors, multi-entity scope, hard quarter-end and year-end deadlines. We know what 'audit-ready' actually means and how to get there without a fire drill.

Multi-jurisdiction operations

For businesses operating across two or three jurisdictions — Canada-US-UAE, Canada-UAE-AU, GCC-UK-Canada — we handle the consolidation, FX management, intercompany pricing, and cross-border accounting that most generalist firms struggle with.

What controllership covers

Close ownership

We own the monthly close from start to finish — not just review the bookkeeper's output. Trial balance is reconciled, accruals are documented, intercompany matches, and the month-end package is signed off by a CPA Ontario member.

Multi-entity, multi-currency close
Intercompany elimination and reconciliation
Documented review chain (preparer → reviewer → signoff)
Standardized close calendar — 10 business days or faster

Technical accounting

When something complicated happens — a new revenue arrangement, an acquisition, a lease, a stock comp grant — we write the memo. Plain-language analysis with citations to IFRS ready for your auditor.

IFRS 15 revenue recognition memos
IFRS 16 lease accounting
Stock-based compensation IFRS 2
Business combinations and purchase accounting
Going concern assessments where applicable

Audit liaison and prep

When your auditor shows up, we hand them a clean PBC list, supporting schedules, and walk-throughs. Our years of being on the prep side of an audit show — we know what auditors ask for, what they push back on, and how to make audit season painless.

PBC (Provided By Client) list owned and managed
Account schedules and reconciliations
Walk-through documentation
Auditor follow-up and clarification

Reporting and governance

Monthly reporting that boards actually read — not just trial balance dumps. KPIs that drive decisions. Cash, runway, and operational metrics in formats your management team and investors can engage with.

Monthly board pack with management commentary
KPI dashboard design and ongoing maintenance
Budget vs. actual analysis
Audit committee and finance committee support

How controllership engagements work

Most controllership engagements are monthly fixed-fee arrangements that bundle close ownership, technical memos as needed, audit liaison, and monthly reporting into a single retainer.

We don't bill hourly within the retainer scope — but if a project sits clearly outside scope (a one-time technical memo, a system implementation, an acquisition close), we'll quote it separately with a fixed fee.

Engagement structure is month-to-month with a 30-day notice period. We don't lock founders into annual commitments.

What controllership engagements don't include

Audit (we're a non-assurance firm — we prep for your audit but we don't perform it)
Day-to-day vendor and AP processing — that's bookkeeping scope; we'd add it as a bundled tier
HR, payroll execution, or compensation strategy
Banking, treasury management, or cash investment decisions
M&A advisory or transaction support beyond accounting work

Frequently asked questions

How is this different from bookkeeping?

Bookkeeping is transactional — entering, categorizing, reconciling. Controllership is ownership — owning the close, owning the technical decisions, owning the audit relationship, owning the reporting. A bookkeeper executes a chart of accounts; a controller designs it.

Do I still need a bookkeeper if I hire you for controllership?

Most clients bundle bookkeeping and controllership into one engagement — we handle both. If you have an existing bookkeeper you want to keep, we can layer controllership on top of their work.

Can you replace our outgoing controller?

Yes — for many clients this is the entry point. We can step into the role within 2-3 weeks and bridge until you've hired a replacement, or operate as your permanent controller on retainer.

Will you sign our financial statements?

For internal management reporting and board packs — yes, we sign off. For statutory financial statements that require audit, review, or compilation engagements — no, that's a separate licensed practice we don't operate. We prepare the books; your audit firm signs the statutory financials.

Need senior accounting ownership without the senior accountant headcount?

Book a 30-minute discovery call. We'll figure out what you actually need.