Get to Know Us
We’re Zenbooks, a 100% distributed finance team that believes financial management is more than just numbers on a page. We're one of the first cloud native accounting firms in Canada (2015) and have never accepted a non-cloud based client. We are the financial engine room for the modern Canadian organization. Our team members are based across Canada and that allows us to hire the very best across the country.
From 13-week cash runway modeling to board-ready reporting, we provide the data and the partnership you need to stop guessing and start leading. We aren't just your cloud-native accountants; we are the strategic backbone of your operations.
Driven by Purpose
Our mission? Empower dynamic business leaders, supporting them with a tech-forward, modern accounting experience.
Our vision? A world where key decision makers enjoy a partnership with their accountant, one that’s built around accessible, personalized advisory services.
Our Story
We started Zenbooks in 2015 after seeing the disconnect between how a business operates and the finance technology available to them.
We connected the two, helping the modern business owner bypass the traditional pain points that come from running and growing a company. But we didn’t stop there.
We built Zenbooks to bridge the 'growth gap' that many $1M–$10M organizations face. That insight is grounded in data. Our Technology in Accounting study, conducted in partnership with Abacus Data across 500 Canadian SMEs, found that only 32% of small business owners are very satisfied with how their accounting and bookkeeping needs are handled, and 1 in 3 feel they have outgrown their current accountant entirely. Zenbooks was built for exactly that gap. You’re too large for simple bookkeeping but not yet ready for a full-time, corporate-level CFO. We fill that vital space as your cloud-native Strategic Controller, providing the sophisticated financial architecture and cash-flow mastery you need to scale with confidence.
Zenbooks is your fully remote fractional finance team that prioritizes client relationships and offers valuable financial insights that help you achieve your goals.
At the end of the day, our story is all about getting to be a part of yours.
Our client community
In the twelve months to July 2026, we retained 93% of our clients. Approximately 60% of the revenue lost during that period came from clients that were acquired, ceased operations, or chose to bring their accounting in-house, rather than switching to another accounting firm.
Building a Better Future
Recognition
2026 Xero Partner Awards Canada finalist: (Large Firm of the Year, Advisory Innovator of the Year, Community Champion of the Year)
2024 Globe and Mail - Top Growing Companies in Canada
2024 Ottawa Business Journal - 8th Fastest Growing Company
2023 Karbon Excellence Awards - Culture & Balance (Shortlisted)
2023 Xero Partner Awards - Community Finalist
Shaping the Industry
We don’t just follow accounting standards; we lead the national conversation. Our insights are frequently sought by CBC, CTV, Toronto Star, and The Canadian Press. Whether we are advocating for business-friendly tax policy in Policy Options or speaking at the Open Banking Expo, we are committed to making the Canadian business ecosystem stronger for every founder we serve.
Safeguarding the Workplace
We’ve engrained deep and widespread initiatives that facilitate a positive, productive, professional workplace that’s complete with a thorough code of conduct and a focus on diversity, equity, and inclusion.
Accountant. Advisor. Partner.
No matter how you’d like to refer to our team, our collective of passionate professionals, innovative thinkers, and analytical advisors are committed to bringing clarity to your financial world. Learn more about us and the specific skills we each bring to the table.
Selective by Design
We aren't a high-volume factory. We are a specialized boutique. To maintain elite service levels, we move forward with less than one-third of the organizations that reach out to us. We only partner with founders who value deep collaboration, radical responsiveness, and a long-term relationship built on mutual trust.
Transparent Pricing
Get the right level of Zenbooks accounting services and advisory support you need at the price you deserve. With different solution tiers ranging from straightforward assistance to customized management, it’s never been easier to align your needs with your budget.
Client Reviews
Excellent modern accounting firm to work with. Recommended!
Latest Updates
Zenbooks Careers
We’re always on the lookout for talented, forward-thinking individuals with a passion for transforming financial management. Sound like you? Join our 100% remote team to grow in a dynamic environment while bringing accounting into the modern world.
Small Business Resources
Podcast
Listen in for new ideas and inspiration as industry experts dive into key business topics.
Insights
Explore our library of articles, each packed with information that helps you navigate the landscape.
FAQs
From our services to our tech and tools, you’ve got questions. We’ve got answers.
Breaking Barriers
Our accounting and advisory support knows no bounds! That’s why we serve small business owners both in Canada and the United States.
Memberships
Proud members of:
- Ottawa Board of Trade - (Obot)
- Canadian Federation of Independent Business (CFIB)
- Canadian Queer Chamber of Commerce - Rainbow Registered
- (Corporate Partner of CQCC in 2023)
Client Community
In the twelve months to July 2026, we retained 93% of our clients. Approximately 60% of the revenue lost during that period came from clients that were acquired, ceased operations, or chose to bring their accounting in-house, rather than switching to another accounting firm.
Based on firms' internal client departure records for the twelve months ended July 31, 2026, cross-referenced against billing data for the same period. Retention is calculated as 1 minus the number of client departures during the period, divided by the ~300 client accounts billed in the preceding twelve months. A departure means a client that formally ended its engagement. Inactive or one-off project accounts that lapsed without notice are not counted as departures. Revenue figures reflect annualized recurring revenue at the time of departure. Departure reasons are assigned by the responsible account team at the time of offboarding, one primary reason per client.
Frequently Asked Questions
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Business Clarity That Helps You Breathe Easy
Achieve your business goals and peace of mind with Zenbooks. As both your finance team and business advisor, we empower you every step of the way.
