We run the numbers. You run the business.
Accountopedia is the finance and strategy team behind Ontario founders: CFO advice, AI-powered systems, and the books and filings that keep you compliant.
More than tax season
Filing taxes is one part of what we do. Most of our time goes into helping owners make better decisions and build businesses that run smoothly.
CFO services
A part-time CFO who reads your numbers every month and helps you decide what to do next.
Learn moreAI integration
Practical AI that takes repetitive work off your team, set up safely and within budget.
Learn moreStartup setup
From idea to first hire: plan, incorporate, register and launch the right way.
Learn moreBookkeeping
Clean, reconciled books every month in QuickBooks Online.
Learn moreIncome tax (T1 & T2)
Personal and corporate returns prepared carefully, with planning that saves you money.
Learn moreBusiness licensing
Licence applications for security agencies, staffing agencies and more.
Learn morePut AI to work in your business
We find the repetitive work in your business, from data entry and invoices to answering the same customer questions, and set up AI tools that handle it. Your team spends the time on customers instead.
AI for your businessBuilt for founders
Starting a business means a hundred decisions at once, and early mistakes are expensive to fix later. We guide founders through every stage, so you can focus on customers and product.
Idea & plan
Business plan, financial model, startup costs, sole proprietorship or corporation
Set up
Incorporation, business number, HST and payroll accounts, licences, minute book
Operate
QuickBooks set up properly, monthly books, HST filings, payroll for your first hires
Grow & fund
Bank loans, government programs and grants, investor-ready financials, part-time CFO
Simple from the first call
Free consultation
We learn about your business, your goals and what's keeping you up at night.
Clear proposal
A fixed scope and fee in writing. No surprise invoices.
Easy onboarding
Send documents by secure upload, email or WhatsApp. We organize the rest.
Ongoing partnership
Filings on schedule, regular check-ins and advice when decisions come up.
Professional work, personal attention
Business owners ourselves
We run businesses too, so our advice is practical, not theoretical.
Advice, not just filing
Forecasts, decisions and growth plans, not only last year's numbers.
One point of contact
Strategy, books, tax, payroll, corporate records and licensing in one place.
Specialists on call
CPAs, lawyers and financing advisors through our professional network.
Who we work with
Common questions
What does a part-time CFO actually do?
A part-time CFO gives you senior financial leadership a few hours a month: cash-flow forecasting, budgets, KPI reviews, pricing, financing and help with big decisions, without the cost of a full-time salary.
I'm just starting a business. When should I talk to you?
Before you incorporate or sign anything. Early decisions such as structure, ownership split, HST registration and how you'll pay yourself are much easier to get right at the start than to fix later.
How can AI help a small business like mine?
Most businesses have hours of repetitive work each week: data entry, invoices, reports and the same customer questions. We set up tools that handle that work so your team can focus on customers.
My books are behind by a year or more. Can you help?
Yes. We bring your records current, file any outstanding HST and tax returns, and set you up so it doesn't happen again.
How are your fees structured?
Ongoing services such as bookkeeping and CFO support are a fixed monthly fee. One-time work such as incorporations, licence applications and tax returns is quoted upfront.
Do I need to come to an office?
No. We work online, by phone and WhatsApp, and can meet at your place of business when needed. Documents can be sent by secure upload, email or WhatsApp.
Let's talk about your business
Book a free 30-minute consultation online, or message us on WhatsApp.