Zenith Backend Solutions
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BookkeepingFinancial ReportingAdvisory SupportTax SupportCompilations & ReviewsAudit SupportAll services
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Outsourced accounting for Canadian businesses

The accounting team behind your business.

Zenith is the outsourced accounting department growing Canadian businesses rely on: books kept current, reporting you can act on, and every file reviewed by a CPA before it reaches you.

Book a discovery call

Run a CPA or accounting firm? See white-label backend support

Client workspace Illustrative view

Month-end close

Sample business, illustrative figures

Signed off · ready to deliver
Revenue$1.24M+12.4% vs. prior year
Gross margin41.8%+1.6 pts
Cash position$386KReconciled
This yearPrior year
JanJunDec
  • Operating accountReconciled
  • Credit cardsReconciled
  • Payroll liabilitiesReconciled
Reviewed by a licensed CPA before deliveryTurnaround: overnight
  • NDA-backedConfidentiality on every engagement
  • CPA-reviewedEvery file, before delivery
  • QuickBooks OnlineSpecialists
  • OvernightTurnaround available

Where to start

Built first for growing Canadian businesses.

For Canadian businesses

Your outsourced accounting department.

A direct, CPA-reviewed team for bookkeeping, financial reporting and advisory support, without the cost, hiring risk or management overhead of an in-house department.

  • Bookkeeping, reconciliations and reporting kept current, month after month
  • Books organized and reconciled ahead of filing season for your accountant
  • Cash-flow forecasts and reporting built for lenders, investors or your board
  • Confidentiality and non-disclosure agreements on every engagement
Explore for your business

For CPA and accounting firms

A white-label team behind your brand.

A backend production team for CPA and bookkeeping firms worldwide. Your clients only ever see your firm.

  • No client-facing contact, ever
  • Scale capacity by client file
  • NDA and non-solicitation as standard
Explore the firm partnership

What you get

What changes when the accounting is handled.

Not a set of tasks, but the outcomes a finance function exists to deliver. We prepare the bookkeeping; your accountant or tax preparer keeps sign-off and filing.

Clean books

Transactions coded and accounts reconciled on a regular cycle, kept current rather than caught up at year-end.

Financial clarity

You know where the business stands: current books, month-end packages and KPI dashboards, not a guess.

Reporting on schedule

Management reports, variance commentary and consolidated views across entities or locations, delivered on a rhythm you can plan around.

Compliance support

Books organized and reconciled ahead of filing season, so your own accountant or tax preparer can file with confidence.

Room to scale

Support that flexes with your volume, locations and entities, with no hiring cycle each time the business grows.

Better decisions

Cash-flow forecasts, budget-to-actual analysis and models to support lenders, investors or your board.

The Zenith Method

A repeatable way to run your accounting.

Five stages, the same every cycle. It is why the work is predictable, and why it improves over time.

  1. 01 — 05

    Understand

    We learn how your business earns, spends and reports before we touch the books.

    What happens

    • Discovery call to understand your business
    • Workflow assessment to map your processes
    • Scope of support defined and agreed

    What you get

    • A clear scope, built around the software you already use.
  2. 02 — 05

    Build

    Secure access, a documented close and books brought current.

    What happens

    • Confidential access provisioned to your systems
    • Workflows built around QuickBooks Online
    • Documented month-end close checklist

    What you get

    • A working close routine, ready for your live books.
  3. 03 — 05

    Review

    Nothing reaches you unchecked. Every file is reviewed before delivery.

    What happens

    • Quality assurance pass on the prepared work
    • Review and sign-off by in-house licensed CPAs
    • Questions resolved by us, not passed to you

    What you get

    • Books and reports you can rely on.
  4. 04 — 05

    Deliver

    Reporting arrives on schedule, in the format you use.

    What happens

    • Month-end packages and management reports
    • KPI dashboards and variance commentary
    • Overnight turnaround available

    What you get

    • Client-ready reporting on a fixed rhythm.
  5. 05 — 05

    Improve

    The work compounds as we learn your business.

    What happens

    • Forecasts and cash-flow modelling as you grow
    • Scope adjusted as your needs change
    • One accountable team across every cycle

    What you get

    • A finance function that gets sharper each cycle.

Services

The finance function, from daily bookkeeping to forecasts.

One team across the full range, so your books, reporting and planning stay consistent with each other.

  • Bookkeeping

    Daily transaction coding, reconciliations and clean books in QuickBooks Online.

    • Daily and weekly transaction coding across bank, credit card and loan accounts
    • Bank and credit card reconciliations, kept current rather than caught up at year-end
    • Accounts payable and accounts receivable management
    • Payroll journal entries and payroll account reconciliations
    For businesses and firmsFull detail

  • Financial Reporting

    Month-end packages, management reports and KPI dashboards, delivered on schedule.

    • Month-end and year-end close support with a documented close checklist
    • Management reports, KPI dashboards and variance commentary
    • Consolidated reporting across multiple entities or locations
    • Custom report packages formatted to your template
    For businesses and firmsFull detail

  • Advisory Support

    Forecasts, cash-flow modelling and analysis to support important conversations.

    • Cash-flow forecasting and scenario modelling
    • Budget-to-actual analysis and variance reporting
    • Financial models to support lending, planning or valuation conversations
    • Board- and lender-ready supporting materials
    For businesses and firmsFull detail

  • Tax Support

    Working papers and schedules that get a return file-ready, faster.

    • Working papers and supporting schedules to get a return file-ready
    • Trial balance clean-up and reclassification ahead of filing season
    • Reconciliation of books to prior filings and CRA correspondence support
    • Organized, indexed files that plug into your review process
    For firms; businesses receive filing-ready books for their own accountantFull detail

  • Compilations & Reviews

    Backend preparation of compilation and review engagement files, CPA-reviewed before sign-off.

    • Backend preparation of compilation engagement files and notice-to-reader statements
    • Review engagement working papers, analytical procedures and documentation
    • Financial statement drafting formatted to CPA Canada standards
    • Every file reviewed and signed off by our in-house licensed CPAs
    For CPA firmsFull detail

  • Audit Support

    Testing, working papers and documentation prepared to your firm's audit methodology.

    • Substantive and control testing performed to your audit program
    • Working paper preparation, sampling documentation and exception tracking
    • Confirmation preparation and follow-up tracking
    • PBC list management to keep fieldwork on schedule
    For CPA firmsFull detail

Quality control

Every file is reviewed by a CPA before it reaches you.

Bookkeeping is only the first stage. Before anything is delivered, it passes a quality check and a review by a licensed CPA.

Transactions coded, accounts reconciled.

  • Coding across bank, credit card and loan accounts
  • Reconciliations kept current
  • Accounts payable, receivable and payroll entries

OutputCurrent, reconciled books in QuickBooks Online.

Transaction codingIllustrative
  • Supplier invoiceMaterials$4,180.00
  • Card paymentSoftware$312.50
  • Customer depositSales$9,640.00
  • Payroll runWages$14,905.20

A second set of eyes, against a checklist.

  • Prepared work checked against a documented close checklist
  • Reconciliations tied back to statements
  • Unusual or uncoded items resolved before review

OutputWork that is ready for a CPA to review.

Close checklistIllustrative
  • Bank reconciliations tie to statementsDone
  • No uncoded transactionsDone
  • Payables and receivables agree to ledgersDone
  • Variances against prior period notedDone

A licensed CPA signs off before delivery.

  • Reviewed by our in-house licensed CPAs
  • Queries go back to the preparer, not to you
  • Nothing is delivered until it is signed off

OutputBooks and reports you can rely on.

Review sheetIllustrative
  • Working papers reviewedDone
  • Adjustments approvedDone
  • Ready for deliveryDone
Licensed CPASigned off before delivery

Reports you can put in front of anyone.

  • Month-end package and management reports
  • KPI dashboards and variance commentary
  • Formatted to your template, on schedule

OutputReporting ready for you, a lender, your board or your accountant.

Management reportIllustrative
Revenue$1.24M
Expenses$0.72M
Net income$0.52M

Variance commentary explains what moved against budget and prior period.

Reviewed before delivery

Every file, every time. Review is a step in the process, not an option.

In-house licensed CPAs

Sign-off comes from licensed CPAs on our own team.

One accountable team

One team instead of scattered freelancers, so quality does not depend on one person.

Zenith vs. in-house

What an internal accounting department really asks of you.

Hiring one bookkeeper looks simple. Covering the whole function (preparation, review, reporting and continuity) is where the complexity is.

Building an in-house accounting team compared with working with Zenith
Build in-houseWith Zenith
HiringA recruiting cycle, onboarding, and the risk of a mis-hire.A trained team assigned to your books, and a free trial before you commit.
ContinuityIllness, leave or a departure can interrupt the close.A team, not a single point of failure.
Range of skillOne hire rarely spans bookkeeping, reporting and forecasting.Bookkeeping through reporting and advisory support under one roof.
Quality controlReview depends on whoever has the time.Every file reviewed by a licensed CPA before delivery.
ScalingMore volume means more headcount, which is hard to reverse.Support that scales up or down with your business.
ManagementYou recruit, train, supervise and retain.We manage the team. You receive the reporting.
Cost structureFixed payroll, benefits, software and training in every month, busy or quiet.Support sized to what your business needs.

What would you need covered?

Tick the responsibilities your business relies on.

Building in-house

Select what you need covered to see what an internal team involves.

With Zenith

One team, reviewed by a CPA.

Proof of value

Two weeks on your real books, before you commit anything.

The free 2-week trial is how you judge the work, not the pitch. We work in your live books and finish with a client-ready reporting package.

Day 1

You end with:

Before day one

A discovery call, a workflow assessment and secure access set up. Most businesses move from discovery call to trial setup within one to two weeks.

What you provide

A designated contact and secure access to your accounting system. That is all we need to start.

What it costs

Nothing. The trial is free, and you decide what happens next.

Book a discovery call

Client results

Owners who stopped worrying about the books.

300+Firms and businesses served
Every fileReviewed by a CPA before delivery
OvernightTurnaround available
14 daysFree trial on your live books
  • “Running a dance studio means my time should go to students, not spreadsheets. Zenith took our books over completely — reconciliations, reports, all of it — and for the first time I always know exactly where we stand.”
    Ekta NarayanSole Proprietor, EBN Dance Studios, Surrey, BC
    Situation
    The owner's time was going to spreadsheets instead of students.
    What Zenith handles
    The books, end to end: reconciliations and reporting.
    Outcome
    Always knows exactly where the studio stands.
  • “Bluebird runs on invoices, subcontractors and tight margins. Zenith keeps our books reconciled and our reporting current every single month, so we make decisions on real numbers instead of guesswork.”
    Manpreet WahlaDirector, Bluebird Maintenance, Surrey, BC
    Situation
    Invoices, subcontractors and tight margins.
    What Zenith handles
    Reconciled books and current reporting, every month.
    Outcome
    Decisions made on real numbers, not guesswork.
  • “We needed a back office that just worked, without hiring in-house. Zenith handles our bookkeeping quietly and reliably in the background, and our accountant gets clean, filing-ready books every year.”
    Pankaj BediManaging Director, Pet Avenue, Surrey, BC
    Situation
    Needed a back office without hiring in-house.
    What Zenith handles
    Bookkeeping, quietly and reliably in the background.
    Outcome
    The accountant receives clean, filing-ready books every year.

Security and confidentiality

Your financial information stays yours.

For businesses, your data is yours. For firms, we are your backend partner, never your competitor: we never market directly to your clients.

Every engagement is protected through confidentiality and non-solicitation agreements, secure access and privacy-aligned workflows.

Agreements

Confidentiality, non-disclosure and non-solicitation agreements as standard on every engagement.

Access

Secure client portal access. Confidential access is set up during onboarding, before any work begins.

Handling

Data privacy-aligned workflows and secure handling of financial information.

Accountability

CPA-reviewed work, delivered by one accountable team.

Agreements Access Handling Accountability Yourdata

We never contact your firm's clients

For firms, all client-facing communication stays with you. We operate strictly as your backend team.

We don't file returns on your behalf

Your own accountant or tax preparer keeps sign-off and filing. We prepare and organize the underlying books.

Ask how access works for you

We walk through how access is set up for your systems on the discovery call, before anything begins.

For CPA and accounting firms

A white-label team, working entirely behind your brand.

We become the backend production team for CPA and bookkeeping firms worldwide, so your team can focus on advisory work and client relationships. Your clients only ever see your firm.

Explore the firm partnershipBook a discovery call
  • No client-facing contact, ever. All communication stays with your firm.
  • Scale capacity up or down by client file, without a hiring cycle.
  • Bookkeeping, reporting, tax working papers, compilations, reviews and audit testing.
  • NDA and non-solicitation agreements as standard on every engagement.

Put an accounting team behind your business.

Start with a free 2-week trial on your live books, or talk it through on a discovery call first.

Book a discovery call
Call+1 (437) 422-3344
Response timeWithin one business day
Run a CPA or accounting firm?See white-label backend support
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