We meet you where you are..
Many business owners hesitate on investing in their financial functions due to the costs, but experienced business owners will all tell you: it is one of the most important aspects of your business and you should not cut corners or try to find the cheapest solution.
Established
Meet the demands of banks, boards, and investors with compliant financials and dedicated CFO support.
AUTOMATE BOOKKEEPING
Xero subscription
Software integration + training
COMMUNICATION 1:1
Email/telephone Q&A (unlimited)
Business status check-in (monthly)
SAVE YOUR TIME + REDUCE STRESS
Monthly bookkeeping
Financial statements issue
Cashflow monitoring (monthly)
MINIMIZE TAXES
Sales tax returns
Corporate tax returns
Quarterly estimates + tax planning
REVIEW, DISCUSS, PLAN & GROW
Business review (monthly)
Cashflow analysis (monthly)
Growing
Use your financials to power up your decision-making. We’ll keep the books, so you can keep growing.
AUTOMATE BOOKKEEPING
Xero subscription
Software integration + training
COMMUNICATION 1:1
Email/telephone Q&A (unlimited)
Business status check-in (quarterly)
SAVE YOUR TIME + REDUCE STRESS
Monthly bookkeeping
Financial statements issue
MINIMIZE TAXES
Sales tax returns
Corporate tax returns
Some tax planning advisory
REVIEW, DISCUSS, PLAN & GROW
Business review (quarterly)
Essentials
Keep your focus on tax compliance. We ensure your financials are in order, so you can get back to business.
AUTOMATE BOOKKEEPING
Xero subscription
Software integration + training
COMMUNICATION 1:1
Email/telephone Q&A (limited)
Business status check-in (semi-annual)
SAVE YOUR TIME + REDUCE STRESS
Monthly bookkeeping
Financial statements issue
MINIMIZE TAXES
Sales tax returns only
REVIEW, DISCUSS, PLAN & GROW
Business review (semi-annual)
Not sure where to begin?
Our team of experts are ready to help. Reach out today for a custom quote.
We might be a good fit if…
Y You’re seeking support for your business, big or small.
Whether you’re looking for a complete strategy overhaul or just need some assistance with the basics, we’re here to help.
Y You’re open to improving your current strategies.
Even if you’re not ready for major changes, being open to small improvements can make a big difference.
Y You appreciate personalized service.
We tailor our services to each client’s unique needs and circumstances, so you’ll never feel like just another number.
Y You value clear, honest communication.
At Topspin Finance, we believe in transparency and straightforwardness, no matter what stage your business is at.
We might not be a good fit if…
X You’re unwilling to use Xero Accounting software.
We exclusively work with clients using or willing to switch to Xero (highly recommend!). Assistance can be provided for setup and transition.
X You’re not interested in understanding the financial health of your business.
We provide the necessary insights and guidance, but we seek clients who will engage with their numbers to understand their business’s health, including its challenges and opportunities. You will not be alone!
X You prefer in-person meetings.
Since Covid we have built a healthy and productive remote team. Our team members are happy, clients are happy, we would like to keep things that way.
X You need 24/7 availability.
We provide dedicated support for all our clients, with response times as per the pricing tier you choose. We like that our team has a healthy work balance and we hope you do as well.
Add On Services
Clean up & catch up
Are you behind and the task seems daunting to get caught up? No problem, we can get you caught up and back on your feet in no time. Once we’re done, we can either continue as your bookkeeper or hand it back to you.
Virtual CFO Consulting
For most small businesses, crafting the strategy, budgeting, forecasting, pricing decisions often will fall on to the owner. At Topspin Finance, we can help guide you on financial strategy.