We help you with key operational decisions for YOUR business. We can either act Reactive, Proactive or Strategic. It’s up to you!


As a solopreneur, all you need is compliance. What happens when your business requires more than just basic bookeeping?

As a business grow’s it’s accounting needs change from a compliance to a proactive approach. This is usually at the steady operations phase, which helps the business grow to a local success story or Mature Business. Without investing in an accounting department that gathers key insights, businesses growth will be limited.

  • Dynamic Forcasting
  • KPI Monitoring
  • Cash Reserve Discussions
  • Regular Meetings
  • Strategic Input
  • Utilization Ratios
  • Realization Ratios
  • Profitability by Project
  • Handling of Accounts Payable

Zenbooks is not your typical accountant, we're an extension of your team!


Learn how moving to cloud-based accounting helped the Canadian Society of Respiratory Therapists breathe easier.


I have had the pleasure of having Eric and the rest of the team at Zenbooks look after my corporation and my personal finances. I have found them to be innovative and most importantly, responsive to my needs. With all challenges that have been brought onto the finances including with recent changes to corporation taxation, I am reassured and confident that Zenbooks will help me and my corporation continue to do as well as possible.

Dr. Dave Neilipovitz


When you’re in between just starting out, and a large corporate enterprise, Zenbooks is the right solution to give your business the boost in deserves.


Steps of Business Owners Progression

Stage 1 - Solopreneur/freelance or Small Shop

Traditional cloud-based bookkeeping is very typical at this stage. Essentially you want to be compliant with any Canada Revenue Agency(CRA) requirements and want an idea of how much money you’re making or losing.

Stage 2 - Steady Operations

At this point, we may need to pay 2-3 staff at your shop. Your business has grown, and we start doing some strategic planning exercises. You want to make sure you have a solid foundation of systems in place to make sure you can scale with ease. Here we’re taking care of your compliance and reporting and updating your financials more frequently.

Stage 3 - Local Success Story, Managed Organiztion

Here you benefit from our strategic planning on a regular basis. We establish your Key Performance Indicators (KPI) that we track on a regular basis. We’re looking at your cashflow regularly to see how any cash short or cash rich months and establishing cash reserve guidelines. We’re looking at your profitability by 1) jobs and 2) Departments. We look at realization ratios and utilization ratios to make your operations thrive.

Stage 4 - Mature Company

You need daily strategic advice on various aspects (expansions, cross-border planning, employee profit sharing plans, union negotiation, issues management, etc). As a corporate enterprise, our processes and metric are no longer a good fit. A full-time CFO would be required at this stage.

Stage 5 - Corporate Enterprise

You need daily strategic advice on various aspects (expansions, cross-border planning, employee profit sharing plans, union negotiation, issues management, etc). As a corporate enterprise, our processes and metric are no longer a good fit. A full-time CFO would be required at this stage.


If you’re just 2-3 employees and you just want to cruise by and be compliant, you need a year-end accountant or bookkeeper. Once you decide that you want to grow your business to a Steady Operations, Local Success Story or Mature Business, you need to invest in getting the insight you need for it to happen.

Our HQ is in Ottawa, Ontario, and we work remotely with our clients. We often have video calls (through Zoom) to screen share and see each other and while emails are also often used. But you can also always give us a call at 1-833-936-5433!

Proactive and Reactive services come with a Controller/Manager and accountant. At the Strategic level, you get a Virtual CFO on your side!

We need to give our team a break. We can only take on 1 new client per month. Depending on our capacity, you may need to wait a few weeks before we can really jump in and start the onboarding process.

We assign you a Zenbooks CFO, Zenbooks Controller and Zenbooks Accountant. We don’t have much staff turnover(knock on wood), and we write out our operational knowledge so we can share it amongst our team. So if ever the team changes, you don’t get impacted.

We think the benefits outweigh the drawbacks. It depends on your personality, and how you interact with people. If you need to give your accountant a hug when you meet them, maybe we’re not the right fit.  By having video calls and screen sharing we’re able to see exactly what you see and provide guidance to you from the comfort of your own home or office.

ReceiptBank, HubDoc, Xero, WorkflowMax, WagePoint, Plooto, ApprovalMax, TSheets, Float, Fathom and countless more!

We are constantly available 5 days per week(Common, we need a break over the weekends too!). If an emergency comes up over a weekend/evening you can always leave us a voicemail and we’ll get back to you ASAP!

That’s our pixie dust! That’s what makes us special. We’ve seen it all! We breakdown every source of paper document you receive and send out. Then we work at how we can improve the process to have them all in digital format. It does not work for every type of business, but you can simply have a quick consultation with us to see how we can help your specific business.