GOLD PARTNER
The Corner Office CFO
At The Corner Office CFO, we leverage FinTech to assist private businesses, non-profits, and government agencies in driving digital transformation for cost savings and operational efficiency. Our cloud technology streamlines processes, eliminates redundancies, and provides real-time insights for faster, smarter decision-making.
GOLD PARTNER
Seguin Financial
Seguin Financial provides outsourced bookkeeping, accounting, and tax support for growing businesses. We handle day-to-day bookkeeping, monthly reporting, reconciliations, payroll support, and year-end coordination, delivering clean, timely financials and clear insights so owners can stay organized, compliant, and focused on running the business.
GOLD PARTNER
Gauvreau Accounting Tax Law Advisory
Gauvreau Accounting Tax Law Advisory is an award-winning professional services firm that partners with small business owners to transform financial complexity into a strategic advantage. We provide proactive, practical accounting, tax, legal, and advisory services tailored to your goals, helping you retain more, plan ahead, and confidently drive your next chapter of growth.
GOLD PARTNER
N&R Chartered Professional Accounting Firm Inc.
N&R CPA is a modern, cloud-based accounting firm and trusted back-office partner for small and mid-size businesses across Montreal and Laval. With over 10 years of experience, we combine expert tax planning with proactive bookkeeping, payroll, assurance, and consulting services — streamlining your financial workflows through automation so you have the clarity, reliability, and confidence to scale your business.
GOLD PARTNER
SRJ Chartered Professional Accountants
SRJ CA is a forward-thinking, tech-driven firm providing bookkeeping, accounting, tax, and audit services. We leverage AI and innovative tools to streamline processes, improve accuracy, and deliver smarter, more efficient outcomes—your one-stop partner for modern financial management.
GOLD PARTNER
Gnarlybooks Inc.
GOLD PARTNER
Catalyst Condo Management
Catalyst provides expert condominium accounting services, including accounts payable, accounts receivable, budgeting, bank reconciliations, financial reporting, reserve planning support, and annual audit coordination, delivering accurate, transparent financial management for condo corporations.
GOLD PARTNER
Vizhen Books
Vizhen is a modern accounting and finance operations partner for scaling North American businesses, with deep expertise in SaaS and tech companies. We deliver fast, reliable financials and take full ownership, so founders can move with clarity and confidence.
GOLD PARTNER
Zenbooks
Founded in 2015 and recommending Plooto since 2017, Zenbooks is a cloud-native accounting firm that was built remote from day one, long before it was the norm. We serve 300+ Canadian SMEs with bookkeeping, accounting, and fractional CFO services, and we only put tools in front of our clients that we'd stake our reputation on.
GOLD PARTNER
Entreflow
Entreflow is a cloud-based accounting and advisory firm helping growing businesses scale with clarity and confidence. We combine finance, technology, and people operations to streamline processes, improve visibility, and support smarter decision-making. Our team partners with clients to build strong foundations for sustainable growth and long-term success.
GOLD PARTNER
Enkel
Enkel provides outsourced bookkeeping, payroll, controllership, and fractional CFO services for Canadian nonprofits and charities. As one of Canada’s largest nonprofit accounting firms, Enkel supports hundreds of organizations providing financial compliance, accurate reporting, and strategic financial leadership. This helps leaders make better decisions and grow their impact.
GOLD PARTNER
Business Sherpa Group
We provide outsourced accounting, recruitment, HR, and executive support to growing businesses. Our focus on operational efficiency helps clients reduce costs, improve cash flow, and scale sustainably. As a Plooto partner, we implement streamlined payment workflows that eliminate bottlenecks and bring structure, visibility, and consistency to financial operations.
SILVER PARTNER
Boost CPA
Boost CPA is a cloud-based CPA firm providing outsourced finance department and CFO-level support to growing businesses. We help companies streamline payments, gain real-time financial visibility, and build the financial systems needed to scale with confidence.
SILVER PARTNER
A-Accounting Inc.
A-Accounting helps small to medium-sized businesses take the stress out of financial admin. From bookkeeping and payroll to cloud accounting and QuickBooks training, we build custom service packages to fit your needs. As a Plooto-certified firm, we also help streamline your payment workflows.
SILVER PARTNER
Bookkeeping Solutions
Bookkeeping Solutions is Canada’s church bookkeeping specialist, bringing peace of mind to ministry leaders nationwide. We provide expert cloud bookkeeping, compliance, and financial reporting designed exclusively for churches. With accurate, timely financials and strong internal controls, we reduce risk and stress so leaders can focus fully on their mission.
SILVER PARTNER
AZ Accounting
AZ Accounting is your all-in-one financial services partner. From day-to-day bookkeeping and tax filings to full CFO-level cross-border strategy, we provide over 70 integrated services under one predictable monthly fee — no surprise bills, no juggling multiple providers.
We scale with you from a solopreneur startup to multi-million-dollar publicly traded enterprise, offering expert support, IRS/CRA audit protection, and industry-leading quality every step of the way.
One firm. One fee. Complete financial clarity from A to Z.
SILVER PARTNER
Atlas Cloud Accountants
We help small businesses grow. We use cloud accounting and automation to enter your data quickly and efficiently. Our streamlined service includes monthly reminders to submit documents, keeping your bookkeeping current and giving you up-to-date information to make better financial decisions.
SILVER PARTNER
Vineet Nair CPA Professional Corporation
At Vineet Nair CPA Professional Corporation, we are your trusted Canada-US tax expert in Ontario. Our team provides clear, coordinated support for cross-border tax and small business bookkeeping, ensuring your records remain organized, your decisions are informed, and your business operates confidently. Let us help you make informed financial decisions with our expertise.
SILVER PARTNER
Envision Business Services
Envision Business Services is a cloud-based bookkeeping firm supporting small and medium-sized businesses across British Columbia. We combine expert financial management with practical training and workflow support to help business owners stay organized, confident, and equipped to make smarter business decisions. Our team is committed to delivering timely, accurate financial insights that support growth and long-term success.
SILVER PARTNER
Source Online Bookkeeping
Source Online Bookkeeping is a cloud-based firm offering bookkeeping, payroll, and tax support across Canada. We streamline finances with modern tools, clear processes, and proactive guidance - delivering accurate reporting, compliance, and scalable systems so clients can focus on confident growth.
SILVER PARTNER
Back Office Stars
Back Office Stars offers virtual bookkeeping, sales tax, payroll, and payables management by an all-Canadian team of bookkeeping experts. We’ll help you get organized and pay everything on time, so you keep your customers, staff and the CRA happy! Our clients tell us we are a pleasure to deal with and that we have transformed their bookkeeping. We'd love to chat with you about your business.
SILVER PARTNER
AF Consulting
Fractional controllership and cloud accounting services for growing businesses. We streamline bookkeeping, payroll, payables, reporting, and financial systems using modern, integrated technology. Beyond compliance, we provide strategic financial insight, process improvement, and hands-on support to help businesses operate more efficiently and make confident decisions.
SILVER PARTNER
Happy Returns Consulting
We provide full-service financial management for sole proprietors and small-to-mid-sized businesses — from bookkeeping and payroll to tax preparation for individuals and corporations. As a QuickBooks Online ProAdvisor and Plooto Partner, we leverage industry-leading technology to automate accounts payable and streamline your financial workflows.
BRONZE PARTNER
FinOps
We help businesses by identifying operational inefficiencies, implement data-driven strategies, and nurture new profit streams by aligning sales, finance and operations.
BRONZE PARTNER
Savvy Lemon
Savvy Lemon is a trusted Canadian, cloud-based firm delivering full-cycle bookkeeping, payroll management, and operational consulting to businesses and non-profits nationwide. We partner with growing organizations to implement structured processes, enhance reporting accuracy, and streamline workflows, delivering dependable expertise that supports long-term, sustainable growth and strengthens financial clarity.
BRONZE PARTNER
Pronto Bookkeeping
Pronto Bookkeeping delivers professional bookkeeping and Virtual CFO services for businesses in Winnipeg and across Manitoba. Leveraging a modern cloud-based tech stack, we streamline payables, reporting, and cash flow management—providing accurate financials, strategic insight, and scalable systems that help business owners grow with clarity and confidence.
BRONZE PARTNER
Actium Consulting Inc
Actium Consulting empowers growing businesses to take control of their finances with smart, streamlined accounting solutions. From software selection and implementation to expert bookkeeping, tax strategy, and hands-on training, we deliver clarity, confidence, and measurable results — so owners can scale faster and lead with insight and peace of mind every day.
BRONZE PARTNER
RidgeWood CPA
RidgeWood CPA specializes in bookkeeping, tax, and consulting for small businesses and not-for-profit organizations. We provide reliable monthly bookkeeping, CRA-compliant tax filings, and practical financial guidance to improve cash flow, ensure compliance, and support confident decision-making year-round.
BRONZE PARTNER
Charity Essentials
Charity Essentials provides services exclusively for charities and non-profits across Canada, delivering outsourced bookkeeping, accounting, and fractional CFO support. We manage day to day bookkeeping, monthly reporting, charity return preparation, and CRA compliance, ensuring accurate, audit-ready financials so your team can focus confidently on your mission.
BRONZE PARTNER
Glacier Accounting
We are locally owned and operated and know what challenges exist in the current economic climate here in Edmonton and area. Our client centered focus ensures you get the service and attention you deserve.
BRONZE PARTNER
Aspect Accounting
Aspect is not just a bookkeeping company. Our passion is helping your business scale and grow with reliable, real-time information. We provide visibility so you know how your business is performing at all times. We offer bookkeeping and outsourced CFO services throughout BC.
BRONZE PARTNER
Reach CPA
Reach CPA is a digital accounting firm built for busy owners. We handle bookkeeping, payroll, tax strategy and more—not just tax filing—utilising cloud-based tools and clear guidance. Expect proactive insights, streamlined workflows, and responsive support so that you can save time, save money, and gain peace of mind.
BRONZE PARTNER
TaxLynx Advisory
TaxLynx Advisory is an independent tax and accounting firm based in Thunder Bay, Ontario. We support incorporated businesses and financial advisor-referred clients with corporate tax, personal tax, and structured bookkeeping systems. Our approach combines strong compliance with modern technology to provide clarity, efficiency, and long-term financial stability.
BRONZE PARTNER
Pulse CPA
Pulse CPA is a Canadian CPA firm specializing in streamlined accounts payable processes, automated bookkeeping, and CRA compliance — eliminating manual work, reducing errors, and ensuring every payment, remittance, and filing is accurate and on time. We design cloud-based systems that give business owners and finance teams complete visibility and control over their payables, so nothing falls through the cracks and cash flow stays predictable.
BRONZE PARTNER
Taxwerx
Taxwerx enables business owners and non-profit leaders to make better finance-based decisions by creating and maintaining systems that provide timely and valuable insights into your operations. We communicate using language non-finance people can understand. We leverage technology solutions to allow for financial and bookkeeping-related tasks to be handled with the least interruption to your busy day, so you can better focus your time where it is most needed.
BRONZE PARTNER
Estrada & Tan Chartered Professional Accountants
We are a full-service professional firm specializing in tax, business advisory, and assurance services. As highly qualified and competent accountants in Whitehorse, we have been in the public practice industry for more than a decade. Our vision is not only to provide value-added services to our clients but also to become a partner in their success. At Estrada & Tan's accountants, we work closely with each client to understand their current circumstances, along with both business and personal goals. We aim to comprehend your aspirations for the short, medium, and long-term future.
BRONZE PARTNER
True North Accounting
Entreprenneurial accountants helping today's entrepreneurs minimize taxes. We also help carry the burden of finance and accounting for professionals and small business owners in Canada.
BRONZE PARTNER
Part Time CFO Services
Our team works directly with entrepreneurs, owners, and management to improve a company’s long-term financial health. We become part of your team, bringing our diverse experience and network of resources.
BRONZE PARTNER
Accounting By Sal Corp
We help entrepreneurs master their finances through expert bookkeeping support, training in QuickBooks, Xero, and FreshBooks, and our Bookkeeping Academy. Our hands-on approach empowers clients to understand their numbers, stay organized, and make confident decisions using modern, cloud-based accounting tools.
BRONZE PARTNER
adams green
Adam Green is a Canadian accounting and advisory firm that goes beyond traditional bookkeeping to act as a strategic financial partner for growing business, startups, and non-profits. Founded in 2013 and based in Saint John, New Brunswick, the firm specializes in providing scalable financial guidance, process improvement, and forward-looking insights that help organizations operate more efficiently and sustainably.
BRONZE PARTNER
Harvey Accounting
Harvey Accounting is a Canadian-owned firm supporting businesses since 2015 with bookkeeping, financial analysis, and accounting consulting. Our experienced team delivers personalized, accurate financial guidance to help clients make confident decisions and maximize profits.
BRONZE PARTNER
Loewen Kruse CPA
Loewen Kruse CPA supports charities and businesses with tax, assurance, and accounting services. We combine strong technical expertise with personalized and tech-enabled relationships to fulfill our purpose as steady partners in simplifying the complexities of financial reporting.
BRONZE PARTNER
Systemize Accounting
We are a cloud accounting firm proudly serving all of Canada. Our team handles a variety of everyday financial and accounting tasks for small to medium sized businesses, which range from bookkeeping and tax preparation, to management consulting and CFO services.
BRONZE PARTNER
EJK Professional Services
Non-profit and small business bookkeeper
BRONZE PARTNER
Fourniers Financial Solutions
Fournier’s Financial Solutions is a accounting firm offering bookkeeping, payroll, and tax services for small businesses and individuals. They focus on accuracy, efficiency, and personalized support to reduce financial stress. With bilingual service in English and French, they provide tailored solutions that help clients stay compliant and grow with confidence.
BRONZE PARTNER
Corporate Minds
Corporate Minds is a Canadian firm that provides accounting, corporate secretarial, and compliance services to public and private companies, helping them stay organized and meet regulatory requirements. With deep experience in corporate governance and financial reporting, they support businesses by streamlining record-keeping, managing filings, and enabling leadership teams to focus on growth.
BRONZE PARTNER
Capex CPA
Capex is a Mississauga-based firm offering modern, cloud-driven accounting, tax, and advisory services for growing Ontario businesses. They combine CPA expertise with technology to deliver real-time financial insights, compliance, and strategic support.
BRONZE PARTNER
Blossom Accounting
At Blossom Accounting, we work with Canadian coaches, consultants, agency owners, and course creators who are scaling their businesses and want a trusted financial partner. We make the numbers easy to understand and help set up a strong foundation for long-term growth.
BRONZE PARTNER
Finova
Finova is a modern accounting and financial services firm that provides virtual bookkeeping, accounting, and advisory services tailored to small businesses, entrepreneurs, and self-employed professionals. We combine CPA expertise with cloud-based tools to streamline financial operations, improve decision-making, and support business growth through customized, end-to-end financial management services.
BRONZE PARTNER
Bkeeper
Baker Street is an entrepreneurial growth community and coaching ecosystem that helps entrepreneurs close the gap between ambition and execution. Through three integrated lanes — Leadership & Operating Rhythm, Growth & Leverage, and Community & Belonging — we equip operators with the rhythms, leverage, and relationships to scale without growing alone.
BRONZE PARTNER
Blackbird Financial Advisory Inc.
Streamline your business operations with our expert bookkeeping services, designed to enhance accuracy and efficiency in financial management. Trust our precision-driven approach to ensure your records are meticulously maintained, freeing you to focus on what truly matters - growing your business.
BRONZE PARTNER
KATA Accounting
KATA Accounting helps individuals and businesses stay on top of their finances through thoughtful accounting, tax, and bookkeeping support. We focus on clear communication and proactive guidance, so you always know where you stand. Our team is here to handle the numbers with proactive care, so you are supported in your financial journey.
BRONZE PARTNER
GBA LLP
GBA LLP Chartered Professional Accountants are your trusted business advisors dedicated to helping you navigate change, save time, money, and focus on growing your business. With over 30 years of experience, GBA’s team of professionals offers a personalized approach to support businesses and individuals across Canada and internationally with Canadian tax compliance requirements.
Proudly serving entrepreneurs, generational wealth clients, and organizations with assurance needs, GBA offers a wide range of services, including: Bookkeeping, Payroll, Corporate Tax, Personal Tax, Trust Returns, CFO Services, Consulting/Coaching, Estate Matters, and more.
BRONZE PARTNER
Brighten CPA
Brighten CPA is a Canadian accounting firm providing expert bookkeeping, payroll, and financial advisory services to small and mid-sized businesses and nonprofits. With a client-focused, cloud-based approach, Brighten CPA helps organizations streamline their finances, stay compliant, and make informed decisions—so they can focus on growth and long-term success.
Ayo Abu Professional Corporation, Chartered Professional Accountant
Ayo Abu Professional Corporation, Chartered Professional Accountant, helps charities, non-profits, and owner-managed businesses across Canada simplify accounting, manage cash flow, and make data-driven financial decisions. With expertise in financial controllership, payroll, and advisory services, Ayo delivers cost-effective, results-driven solutions that bring clarity and sustainable growth to your organization.
BRONZE PARTNER
Modern Axis CPA
Modern Axis CPA is a boutique accounting firm in Victoria, BC, offering Canadian personal and corporate tax, US personal and cross-border tax, bookkeeping, and advisory services for individuals and businesses. We welcome both in-person and remote clients.
BRONZE PARTNER
SaltyBooks Bookkeeping Inc.
SaltyBooks Bookkeeping Inc. is an Ottawa-based cloud bookkeeping and consulting firm serving small and mid-size service businesses across Canada. Since 2018, we've helped clients modernize their finance operations through QuickBooks Online, automated payroll, and streamlined month-end processes. We partner with growth-focused entrepreneurs and organizations to build the financial infrastructure needed to scale.
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