Data. Stories. Smart Decisions
Data. Stories. Smart Decisions
Telling Compelling Stories for Better Business Decisions
  • Industry  Solutions

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Industry Solutions We Serve

We bring a holistic solution approach to your business by pairing 25+ years of experience with the most up-to-date technology solutions from Zoho's integrated suite of apps. Some cloud-based solutions that we’ve found particularly beneficial for our clients include:

  • Zoho Finance
  • Zoho CRM
  • Zoho Projects
  • Zoho Analytics
  • Zoho Connect
  • Zoho Social
  • Zoho WorkDrive
  • Zoho SalesIQ
  • Zoho ONE (all 45+ apps)


That’s why we’re proud to partner with different types of businesses we can help. Book a free consultation to discuss how we can meet your unique needs.

   

 The Professional Services


You help people become the best they can be. You provide a vital service they can’t do themselves. You’re an expert in your field and give of yourself so that others may thrive.

Your passion is helping others, and you’ve built a business around doing that. Let us help you with your finances so you can spend more time helping people!

Good financial records show you what’s working, and what needs changing.

Did that seminar make a profit?
Is your latest service a winner?
What should you do more of and what should you do less of?

We’ll help you find a clear path through the fog of uncertainty. Using Zoho One as our base, we’ll help you find your success story.

Up-to-date financial statements are just the start. Our analytical tools will help you chart a clear course forward. We’ll help you determine the best way forward for you.


Start with a free consultation to learn more about how we can support your professional services firm.


 The Law Firm

Are you spending your valuable time complying with Law Society rules and regulations?

Spend more time doing billable work and less time on Law Society trust accounting rules. Let us take care of the bookkeeping for you.

Lawyers and law firms are governed by their regional governing body. Here in Ontario, it’s the Law Society of Upper Canada. These regional bodies place restrictions on the ways law firms operate.

A keen understanding of how transaction tracking impacts the bottom line is essential. We have the experience to navigate these complex rules and can keep your firm on a solid path to prosperity.

We’ll take care of your accounting requirements so you spend more time on billable tasks.


Learn more about how we can lighten the workload at your law firm.


 The SaaS Company

There are specific factors at play when accounting for a SaaS company, and it’s important that they be in place from day one. We’re familiar with the ins and outs of this specific type of company and can make sure you’re on the right track right away.

You’re probably already embracing the latest technology in your business – maybe you’re even creating some of it yourself. We have the expertise to extend that to your accounting practices, so you can keep growing.

But without a solid understanding of what your business is doing, it’s difficult to do that. You might be wondering:

Is my business growing?
How do I show investors how my business is doing?
What steps should I take to get to the next level?

Let us help you navigate these steps as your business grows. We’ll provide you with the whole story so that you can focus on what comes next.


Reach out to learn more about how we can help your SaaS business.


 The Not-For-Profit


NFPs must be transparent and consistent with their accounting. We make this easy and cost-effective for you.

Like all businesses, NFPs must follow the rules and regulations of their federal and provincial governments. But NFPs have additional rules and the penalties are more severe.

Clean records are an absolute must to maintain the privileges of your NFP status.

A tight budget means that understanding your numbers is essential. Conveying those numbers and their story to the board and members is crucial.

You have a responsibility to report to your principals about your fundraising methods.

How much is being raised?
How is it being spent?
What do we owe outside parties?

With Zoho, we can help you create standard reports so your board, members, and managers can understand exactly what’s going on.

We’ll help you with all your reporting requirements and keep it easy and effortless.


Contact us to learn more about how we can support your NFP business.


The Creative Industry

Are you a photographer, graphic designer, or another creative type? We’ll take away the tedium of bookkeeping and accounting so you can do more of what you do best!

The creative industries provide so much joy and beauty for society. Creating those beautiful products or spectacular artworks is rewarding and exhilarating, and you want to feel that passion whenever you work.

But you’re doing this as a business and not just for the pleasure of creation. And you’re likely doing part of your business online, which requires some specific considerations.

You might be wondering:

How can I do this full-time?
Is my side hustle viable as a business?
How do I keep track of invoicing and payments without losing my mind?

If you want your creative business to thrive, you’ll need a strong accounting foundation. It’s the only way you can make good business decisions.

Streamlined reporting and business processes will remove the drudgery from your busy days. You need agile systems that can change as the world around you changes.

Let us do the non-creative work of bookkeeping so you can keep on creating. We’ll design a beautiful system that gives you the information you need and lets you be the creative force you’re meant to be.


Start with a free no-obligation consultation to learn how we can transform your creative business.


 The Start-Up


Getting your dream off the ground is exhilarating. Let us help you make a success of your business!

The excitement of seeing your dream come alive before your eyes are what keeps you going, no matter how hard it is at first.

You’re writing a brand-new story that’s never been heard before.

But the hard truth is that most new businesses fail within five years.

Owners run out of money, time, and energy to keep it going. Or the business plan was faulty. Or the pricing didn’t reflect the real costs of the product… or the value it had for customers.

How do I ensure that my new business succeeds?
How do I get funding?
How do I make sure I can pay myself?

Without timely and complete accounting data, there’s no way to know if the decisions you’re making are the right ones. That’s where we can help you.

We’ll get you started on the right foot with automated, cost-effective bookkeeping using Zoho Books,

We’ll help you with budgets, a business plan, and focused advice so you have a roadmap to success. As your business grows and thrives, we’ll grow with you, helping you at every step of the way.


Start with a free consultation to learn how we can help set you up for success.