Our Story & Who We Are

Navigating Financial Complexity with Precision and Vision

How We Got Here

Look, we didn't start this firm because we wanted another boring tax shop. We've spent years working with tech founders who were genuinely excited about changing the world but kept hitting the same wall - accountants who didn't get it. So we built something different.

2018

The Beginning

Started in a cramped WeWork office with just three of us and way too much coffee. Our first client was a friend's fintech startup that'd been burned by their previous accountant - someone who charged them $8K to basically file paperwork wrong. We knew there had to be a better way to serve companies that were actually building the future.

Early days
2020

Growing Pains

COVID hit and honestly? It made us better. While everyone was freaking out, we went all-in on cloud solutions. Helped 40+ tech companies navigate CEWS, CEBA, and all those other acronyms. Turns out being comfortable with remote work and digital tools wasn't just nice to have anymore - it was essential. We tripled our client base that year.

Adaptation
2023

Expansion Era

Moved into our current space on Yonge Street. Added specialized teams for crypto accounting, R&D tax credits (SR&ED - if you know, you know), and cross-border tax planning. Started hosting quarterly meetups where our clients could actually network with each other. Some of the partnerships that've come out of those nights? Pretty incredible.

New office
2025

Today & Tomorrow

We're now working with 150+ innovative companies across Canada. Yeah, we've grown, but we haven't lost what made us different. Every client still gets a dedicated team who actually understands their business model. We're not trying to be the biggest accounting firm - just the one tech founders recommend to each other when someone asks "who does your books?"

Current day

Meet The Team

Sarah Chen

Former Big Four senior manager who got tired of the corporate nonsense. Built our SR&ED practice from scratch. Makes tax credits actually happen.

Sarah Chen

CPA, CA - Founding Partner

Marcus Okafor

Started his own fintech before pivoting to accounting. Actually understands cap tables and convertible notes. Speaks founder fluently.

Marcus Okafor

CPA, CGA - Partner

Jennifer Tremblay

Tax law background with a specialty in international structures. Saved clients millions in cross-border tax issues. Terrifies the CRA in the best way.

Jennifer Tremblay

CPA, JD - Tax Director

Raj Patel

Lives and breathes cloud accounting systems. If there's an integration that'll save you time, he's already tested it. Automation wizard.

Raj Patel

CPA - Technology Lead

What We Actually Stand For

Not just words on a wall - this is how we actually operate

Speed Matters

When you're moving fast, you can't wait three weeks for a tax answer.

We commit to same-day responses on urgent stuff. Your funding round isn't gonna wait for our schedule. We've answered questions on evenings, weekends - whenever you actually need us. That's just how startups work, and we get it because we've been there.

No Surprises

You'll know exactly what things cost before we start.

Fixed monthly fees for most services. No mystery bills. No "oh by the way, that'll be an extra $2,000." We quote projects upfront and stick to it. If scope changes, we talk about it first. Revolutionary concept, right? Apparently it is in this industry.

Plain English

We translate tax code into actual human language.

Yeah, we know all the technical terms and regulations. But you don't need to. We explain things like we're talking to a friend at a coffee shop, not presenting to a board of accountants. If you don't understand something, that's on us to explain it better.

Growth Focused

We're not just tracking the past - we're helping plan the future.

Sure, compliance is important. But what you really need is insight into your unit economics, burn rate, and runway. We build dashboards that actually help you make decisions. And when you're ready to raise money or get acquired, we make sure your books tell the right story.

Tech-First

If there's software that makes things better, we're using it.

Cloud accounting, automated bank feeds, receipt scanning, you name it. We're not printing out bank statements and highlighting them with markers. Everything's digital, everything's integrated, and you can access your numbers anytime from anywhere. Welcome to accounting in 2025.

Real Partnership

Your success is literally our success.

We've watched clients go from garage operations to Series B funding. We've celebrated exits and helped navigate tough pivots. This isn't transactional for us - we genuinely care whether your company makes it. Half our new clients come from referrals, which tells you something about how we treat people.

Ready to Work With Accountants Who Actually Get It?

Let's have a conversation about where you're at and where you're going. No pressure, no sales pitch - just a real discussion about whether we're a good fit.