How does it work for clients?

Are you looking for
a financial service?

1

Find a service that you need

Compare prices, portfolios, delivery time, and community recommendations in order to find a seller that best suits your needs. If you have a specific question, simply send them an enquiry.

2

Supply your brief

Be as detailed as possible so the finance professional can provide you with the quality service that you are expecting. Your payment is held secure until you confirm that the service has been performed to your satisfaction.

3

Manage transaction

Exchange files and feedback with the finance professional via the built-in conversation and transaction management system. The seller will deliver service within a specified time frame.

4

Approve service delivered

Once you are happy with the service performed, you can mark the transaction complete, and we’ll make sure that the finance professionalgets paid. Help the community by leaving feedback for the finance professional.

How does it work for finance professionals?

Do you want to turn your finance knowledge,
into income?

1

Post your service

apply at our portal and attach your resume to get verified first. If you have a specific question, simply send them an inquiry.

2

Communicate promptly

Be as detailed as possible so that our team and clients can understand the nature and quality of the service you provide. Your payment is held secure until we confirm that the service has been completed satisfactorily.

3

Grow with us

uild your professional team on our platform and make sure you are maintaining an excellent client relationship

Popular Services

Gold Package
Everything in silver, plus: - Up to 12 bank/credit card accounts - Custom Chart of Accounts - Deferred schedules - Up to 4 integrations
Monthly Rate
C$ 995.00
Silver Package
- Everything in Essential - Up to 6 bank/credit card accounts - Cash or modified accrual - Semi-annual tax consult - 2 integrations
Monthly Rate
C$ 695.00
Bronze Package
- Up to 4 bank/credit card accounts - Weekly bookkeeping - Dedicated bookkeeping team - Cash basis - 1 integration
Monthly Rate
C$ 395.00
Corporate Tax Retun Preparation & Planning
Our Canada Tax Return Preparation & Planning service provides comprehensive assistance for individuals and businesses alike. We specialize in maximizing your tax benefits while ensuring...
fixed Rate
C$ 40.00
Startup Financial Consultancy
Assisting startups with financial planning, budgeting, and investor pitch deck preparation. Expertise in creating compelling business plans for funding and growth. Let’s turn your startup into a...
hourly Rate
C$ 70.00
Part-time CFO Services
Available for part-time CFO roles, providing financial strategy, budgeting, and performance analysis. Over 20 years of experience in senior financial management. Enhance your financial...
hourly Rate
C$ 90.00
Individual Tax Retun Preparation & Planning
Our Canada Tax Return Preparation & Planning service provides comprehensive assistance for individuals and businesses alike. We specialize in maximizing your tax benefits while ensuring...
hourly Rate
C$ 40.00
Contract By Hour
This is a minimum of 2-hour contract
Weekly Rate
C$ 36.00
Accurate & Timely Bookkeeping
Here's what we can do for your business: Effortless Setup & Cleanup: Get your QuickBooks system running smoothly, or fix existing data entry issues. Accurate & Timely Bookkeeping: Stay...
hourly Rate
C$ 30.00
Quickbooks Online Accountants
Certified QuickBooks Online Accountants
hourly Rate
C$ 30.00

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