Clients you'd rather not service in-house
We take on the recurring monthly bookkeeping so your team stays focused on advisory and tax.
For CPA Firms · Ontario
A bookkeeping partner your clients can be handed to, safely.
We stay in monthly bookkeeping so your firm keeps the advisory, tax, and year-end relationship. A clear division of work — written into every engagement.
- By the 15th
- Monthly close SLA
- Named POC
- Per partner firm
- Zero overlap
- Never tax or advisory
Partnership flow
Live- 01Your CPA firmTax · Advisory · Year-end
- 02ExactitudeMonthly bookkeeping · QA · SLA
- 03Your clientAudit-ready books · One trusted relationship
Clear lanes. Zero overlap.SLA · QA · NDA
"CPA firms are strategic partners, not competitors. We stay in monthly bookkeeping so you keep advisory, tax, and year-end — and that clear division of work is what makes us safe to refer to."
Where we help
The bookkeeping work you'd rather not produce in-house.
Six places a virtual bookkeeping partner takes pressure off your team — without ever competing for advisory or tax work.
Clients too small for your model
Right-sized monthly bookkeeping delivered at our scale, with the same accuracy you'd expect from your own staff.
Ongoing monthly bookkeeping
Our core service — Ledger and Sync — closes the books on a defined cadence with audit-ready support.
Cleanup that converts to monthly
We catch up the file, document the work, and roll the client into a steady monthly engagement.
Year-end & audit-ready support
Seasonal capacity ahead of your year-end cycle. Organized records, tidy schedules, no surprises at hand-off.
QBO setup, migration & workflow
Platinum ProAdvisor expertise to standardize QuickBooks Online across your client base.
Ways we partner
Three engagement models. One discipline behind all of them.
Model
Referral
You refer, we engage the client directly. You stay the trusted advisor.
- Client owned by
- Exactitude
- Best when
- You'd rather hand the bookkeeping to a trusted firm than turn the client away.
- What we bring
- Direct contract, monthly close, audit-ready file, transparent comms.
- What stays with you
- Tax, advisory, year-end and the long-term client relationship.
Model
Outsourced
We produce the books behind the scenes. You stay client-facing on advisory and tax.
- Client owned by
- Your firm
- Best when
- You want to offload production without giving up the client relationship.
- What we bring
- Defined SLA, monthly QA checklist, named point of contact, your workpaper standards.
- What stays with you
- All client-facing communication, advisory, and the engagement letter.
Model
White-label
Bookkeeping delivered under your firm's brand. We're invisible to the end client.
- Client owned by
- Your firm
- Best when
- You market bookkeeping but don't want to produce it in-house.
- What we bring
- Branded deliverables, your templates, your cadence, our production team.
- What stays with you
- The brand, the client, the relationship — entirely yours.
How we protect your reputation
When you refer, your name is on the line. We treat it that way.
Every partnership runs on a written service-level agreement and an internal QA pass before anything reaches you or your client.
- Monthly close by an agreed-upon date — written into the SLA
- Named point of contact for every partner firm
- Internal QA checklist completed before any file leaves us
- Encrypted document exchange, role-based access, signed NDAs
- CPB Canada member · QuickBooks Platinum ProAdvisor
- We stay in bookkeeping — never pitched your client on tax or advisory
Where we serve
Based in Waterloo Region. Serving CPA firms across Ontario.
Virtual-first delivery anywhere in the province, with in-person availability for partners in Kitchener-Waterloo, Cambridge, and the Greater Toronto Area.
How a partnership starts
Low-commitment to start, structured as it scales.
- Step 01Intro call
A 30-minute conversation about your client mix, capacity gaps, and where bookkeeping is slowing you down.
- Step 02Pilot engagement
We start with one or two files under a written SLA and a QA checklist, so you can stress-test the workflow with real work.
- Step 03Standardize & scale
Once the rhythm is proven, we formalize the partnership — referral, outsourced, or white-label — and onboard more files at your pace.
Partner FAQs
Common questions from firms exploring a partnership.
- How do you avoid stepping on our advisory and tax work?
- We deliver bookkeeping only. No tax filings, no advisory engagements, no year-end opinions. That boundary is written into our partner agreement so your team is never put in an awkward position.
- How does pricing and billing work on white-label engagements?
- We invoice your firm on agreed monthly fees; you bill the end client however you choose. Referral clients are billed by us directly. We're happy to share rate cards on a partnership call.
- How do you handle data security and confidentiality?
- Encrypted document exchange, role-based access in QuickBooks Online and your file-sharing tool of choice, signed NDAs, and least-privilege access by default. Partner client data is treated as a precondition, not an afterthought.
- Do we have to use a specific software stack?
- We're standardized on QuickBooks Online with Dext, Hubdoc, and Fathom — but we adapt to your firm's templates, chart of accounts, and workpaper conventions on outsourced and white-label work.
- How are referrals credited?
- We track every introduction by partner firm and report back on conversion. We don't pay per-referral commissions — we keep our pricing honest for the end client and reciprocate referrals back to you wherever we can.
Let's talk about a partnership that compounds.
A 30-minute call to walk through your client mix and where we can take work off your plate.