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.
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Business consulting
Practical advice for decisions that matter, from a new location to selling the business.
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AI integration
Practical AI that takes repetitive work off your team, set up safely and within budget.
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Startup setup
From idea to first hire: plan, incorporate, register and launch the right way.
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Bookkeeping
Clean, reconciled books every month in QuickBooks Online.
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Income tax (T1 & T2)
Personal and corporate returns prepared carefully, with planning that saves you money.
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Business licensing
Licence applications for security agencies, staffing agencies and more.
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Import and export registration
Get set up to import or export: CRA import-export account, CBSA CARM portal and customs basics.
Learn moreA CFO in your corner, on your schedule
Growing businesses reach a point where bookkeeping is not enough. You need someone to read the numbers, spot problems early and help plan the next move. Our part-time CFO service gives you that, monthly or project by project.
- Cash-flow forecasts that warn you early
- A one-page monthly dashboard
- Pricing and margin reviews
- Bank and investor packages
Put 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
Latest insights
CRA updates, deadlines and practical tips for business owners.
You now need a CRA sign-in to register a business number
Since July 14, 2026, Business Registration Online is only available after you sign in to a CRA account. Here is what changes for new businesses.
October 14, 2026 · 1 min read
CRA drop boxes are closed for good. Here is how to send documents now
The CRA permanently closed all 45 of its drop boxes on May 29, 2026. These are the ways to file, send documents and pay instead.
October 11, 2026 · 1 min read
Should I incorporate my business? 7 questions to ask first
Incorporating can save tax and limit risk, but it also adds cost and paperwork. These seven questions help you decide.
October 8, 2026 · 2 min readCommon 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, so you can reach us from anywhere in Ontario. 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.