The White-Label Partner One Canadian CPA Firm Has Trusted for Years, Through a Firm Split and Everything After.

We’ve scaled up and down alongside one Canadian CPA partnership for years, serving their SaaS, ecommerce, crypto, and delivery-startup clients. When that firm split into two, both halves stayed with us.

150+ QuickBooks & Xero Deployments
ICAP & ACCA Qualified
10+ Years Operating
QuickBooks ProAdvisor Elite
The Market Approach

Built on a Partnership That Outlasted a Firm Split.

Our Canada relationship isn't a portfolio of logos, it's one long-running white-label partnership with a CPA firm, scaled up and down as their needs changed over the years. When that firm eventually split into two separate practices, both kept working with us. That's not a claim we're making, it's what actually happened, and it's told us more about what a real partnership looks like than a longer client list would.

What We Handle

White-Label Capacity, Built to Scale With You

We flex up and down as your firm’s needs change, the same way we have for years with our existing Canadian partner.

Valuation for Tech and Investment Holdings

Tax exit valuations for tech companies and investment holdings, and crypto fund valuations, built to standards that hold up.

QuickBooks & Xero, Delivered Reliably

Part of our 150+ deployment track record across the US and Canada.

Track Record

One partnership, and what it says about how we work.

A CPA firm split in two. Both stayed.

We’ve worked with one Canadian CPA firm for years, scaling our support up and down as their business changed. When they eventually split into two separate firms, both continued working with us.

Crypto fund valuations

We’ve handled valuation work for crypto funds and tech-company tax exits, work that requires keeping up with a genuinely fast-moving asset class.

Your invisible back office.

For CPA & Accounting Firms

Take on more clients without hiring. We work quietly behind your brand: your clients, your standards, your review process, our team doing the work.

Your client relationships stay yours. We never contact them.
We work in your tools, to your firm's standards.
Working papers and tax-ready files, on your timeline.
Every file reviewed by senior leadership before it reaches you.
Partner With Us →
Why Firms Partner With Us
Cost vs in-house ~70%
Onboarding time 2 weeks
Working hours 24/5
Capacity flex 1–10×
We Work in the Tools You Already Use
QuickBooks
Xero
Wave
A2X
Bill.com
Shopify
Stripe
Square
Ramp
Amazon
Float
Gusto

Let's talk about your numbers.

Tell us where things stand today. We'll give you a straight answer on what it'll take to get them right.