HomeWho we serve

Built for growing businesses. Available to the firms that serve them.

Zenith runs two engagement models on the same CPA-reviewed foundation: a direct outsourced accounting department for growing businesses worldwide, with Canadian specialization, and a white-label backend team for accounting firms.

For growing businesses

Skip the in-house hire. Get a CPA-reviewed accounting team instead.

Businesses worldwide, with deepest experience in Canada, work with Zenith directly for bookkeeping, financial reporting and advisory support, without carrying the cost, hiring risk or management overhead of an in-house accounting department.

Where Zenith fits

Bookkeeping, reconciliations and financial 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.

Book a Discovery Call

Your outsourced accounting department

How an engagement begins

A discovery call, specific to your business
Access provisioned to your live systems
Free 2-week trial on your live books
Ongoing bookkeeping, reporting & advisory support

For CPA & accounting firms

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

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

No client-facing contact, ever. All communication stays with your firm.
Scale capacity up or down by client file, without a hiring cycle.
Support across bookkeeping, reporting, tax working papers, compilations, reviews and audits.
NDA and non-solicitation agreements as standard on every engagement.

Book a Discovery Call See Our Services

Typical firm engagement

How a partnership begins

A discovery call to map your workflow
Secure, NDA-backed system access
Free 2-week trial on a real client file
Dedicated team assigned to your firm
Ongoing white-label delivery, CPA-reviewed

One standard, two models

What stays the same. What's different.

Comparison of engagement models for businesses and CPA firms
	Businesses	CPA & accounting firms
Engagement model	Direct, as your accounting department	White-label, behind your brand
Client contact	Direct with your business's designated contact	None. Your firm remains the only point of contact
Core services	Bookkeeping, reporting, advisory, filing-ready books	Bookkeeping, reporting, tax support, compilations, reviews, audits
Sign-off & filing	Your business's own CPA or tax preparer	Your firm's engagement partner, always
Review standard	CPA-reviewed before delivery	CPA-reviewed before delivery

Industries we know

Twelve industries. One standard for the books.

Every industry has its own revenue rhythm, its own tax wrinkles and its own reports that matter. Here is how we set up and run the books for each.

Professional services

Consultancies, agencies and advisory firms

What makes the books different: Revenue follows time, retainers and milestones, so when you bill drives when you get paid.
What we handle: Invoicing, retainers and unbilled-work reconciliation
Deferred revenue on prepaid or milestone contracts
Contractor and subcontractor payments
Client and service-line tracking for margin reporting
What you get: Monthly P&L by client or service line, receivables aging and a cash-flow outlook.

Retail & e-commerce

Stores, online sellers and multi-channel brands

What makes the books different: Every sales channel has its own fees, payout timing and returns, and inventory ties up cash.
What we handle: Storefront, marketplace and card-processor payout reconciliation
Inventory, purchases and cost of goods sold
Provincial sales-tax tracking (GST/HST, PST, QST)
Returns, chargebacks and platform fees
What you get: Margin by channel and product line, inventory value and a sales-tax summary for your accountant.

Construction & trades

Contractors, renovators and specialty trades

What makes the books different: Profit is decided job by job, and holdbacks and progress billing delay cash.
What we handle: Job costing by project
Subcontractor bills and holdback tracking
Progress billing and work-in-progress schedules
Payroll, equipment and vehicle costs
What you get: Job profitability, WIP schedule and receivables and payables aging by project.

Real estate & property management

Landlords, property managers and brokerages

What makes the books different: Money held for others has to stay separate from the operating account, and the books must show it.
What we handle: Trust and tenant-deposit account reconciliations
Income and expenses by property or unit
Management fees and owner statements
Repairs versus capital-expenditure coding
What you get: Property-level P&L, owner statements and a clean trust reconciliation each month.

Health & wellness clinics

Clinics, practitioners and wellness studios

What makes the books different: Revenue arrives from insurers, plans and patients on different timelines, and tax treatment can vary by service.
What we handle: Insurance and direct-pay revenue reconciliation
Practitioner compensation and contractor payments
Supplies, equipment and lease costs
Service-line tracking so tax treatment is documented for your accountant
What you get: Revenue by service and payer, outstanding claims and a month-end package.

Hospitality & food service

Restaurants, cafes, caterers and venues

What makes the books different: Sales, tips and perishable inventory move daily, on thin margins.
What we handle: POS sales and daily deposit reconciliation
Tips, gratuities and payroll reconciliation
Food and beverage cost from supplier invoices
Delivery-platform payouts and fees
What you get: Prime-cost view (food plus labour), weekly or monthly P&L and a sales-tax summary.

Nonprofits & charities

Charities, associations and community organizations

What makes the books different: Funds are restricted by donor or grant, and boards want accountability rather than profit.
What we handle: Fund and restricted-fund accounting by program or grant
Donation and receipting reconciliation
Grant tracking and claim support
Figures and schedules for your annual return and financial statements
What you get: Board-ready statements by fund, grant utilization and budget-to-actual.

SaaS & startups

Software companies and early-stage ventures

What makes the books different: Revenue is recognized over time while spend runs ahead of it, and investors expect clean numbers.
What we handle: Subscription and deferred-revenue schedules
Burn, runway and cash-flow forecasting
Payroll, contractors and multi-currency (USD) transactions
Eligible R&D spend tracked for your SR&ED claim preparer
What you get: Recurring-revenue reporting, burn and runway, and investor-ready statements.

Manufacturing & distribution

Makers, wholesalers and importers

What makes the books different: Cash sits in raw materials, work in progress and finished stock before it comes back as revenue.
What we handle: Inventory valuation and cost of goods sold
Purchase orders, vendor bills, freight and duties
Cost per product or production run
Wholesale receivables and credit terms
What you get: Gross margin by product, inventory reports and receivables aging.

Transportation & logistics

Trucking, courier and delivery operators

What makes the books different: Costs are per vehicle, per trip and per driver, and fuel and repairs swing month to month.
What we handle: Fuel, maintenance and vehicle-level cost coding
Driver and owner-operator payments and payroll
Customer invoicing and receivables follow-up
Lease, financing and depreciation schedules
What you get: Cost per vehicle or route, profit by customer and receivables aging.

Studios, fitness & education

Dance and fitness studios, tutoring and training providers

What makes the books different: Memberships, term fees and prepaid packages create deferred revenue and seasonal cash swings.
What we handle: Membership and tuition billing reconciliation
Deferred revenue on prepaid classes and terms
Instructor contractor payments and payroll
Seasonal cash-flow planning
What you get: Revenue by program, deferred-revenue balance and an enrolment-driven cash outlook.

Home & facility services

Cleaning, maintenance, landscaping and repair companies

What makes the books different: Many small jobs and recurring contracts, with crews to pay every cycle.
What we handle: Recurring-contract invoicing and collections
Crew payroll and subcontractor payments
Equipment, vehicle and supplies coding
Profitability by contract or route
What you get: Profit by contract, receivables aging and a monthly reporting package.

Don't see your industry? The process is the same: your chart of accounts, your tools, your reporting calendar. Tell us how your business runs.