More than a service — it’s a true partnership.
We immerse ourselves in your business, learning it inside and out, and become your trusted right-hand.

With an operational package we become your behind-the-scenes partner, handling the day-to-day management of projects, teams, and systems. By optimizing processes and ensuring everything runs smoothly, our goal is to free you from the administrative grind so you can focus on what matters most—growing your business, serving your clients.

From managing and optimizing your operations, projects, and team to delivering strategic guidance, we ensure your business runs smoothly while positioning it for sustainable growth.

Our support is customized, efficient, and reliable — designed specifically for your organization. Outsource the specific business functions that you need off your plate and get back to focusing on your core competencies as founder.

As part of your tailored package, we take charge of key business areas based on your specific needs and industry. These can include:

• Team Management: Hiring, onboarding, and delegation to build and empower your team.

• Client Management: Handling onboarding processes, communications, contracts, and maintaining an exceptional client experience.

• Financial Management
  All points money. We can provide full-scale bookkeeping so you’re ready and organized at year-end submission to your CPA.

• System Implementation & Oversight: Setting up and managing efficient systems to streamline operations.

• Strategic Planning: Developing and refining your business strategy for sustainable growth.

• Process Optimization: Mapping workflows, creating SOPs, and designing templates for consistency and efficiency.

• Project Management: Overseeing initiatives from conception to completion to ensure seamless execution.

• Launch Support: Coordinating and managing product or service launches for maximum impact.

• Platform Training & Build-Out: Training your team and customizing your project management platform/s for optimal use.

Monthly Subscription |  30-Hour Retainer per month |  Minimum 6- month commitment | Limited Availability | Get started

What does this look like in practice? Take KODA Interior Design for example.

We’ve got range! CGB offers simple straightforward basic bookkeeping packages as well as a very comprehensive financial management option.

We can provide in-depth analysis, forecasting, and customized reports tailored to give you, the CEO, actionable insights.

No matter what level of service you choose your financial records will be fully prepared organized, and ready for seamless submission to your CPA at years end.

Choose the package that best meets your current business needs. Micro, Standard, or Premium.

Micro Monthly Bookkeeping Package

Perfect for small businesses with minimal transactions, this package provides essential financial tracking and organization. It includes:

• Transaction Categorization – Up to 50 transactions per month, properly recorded and categorized.

• Bank & Credit Card Reconciliation – Ensuring your accounts match up and are error-free.

• Basic Financial Reports – A simple monthly Profit & Loss statement and Balance Sheet for a clear financial snapshot.

• Email Support – Quick answers to bookkeeping-related questions.

This is a streamlined, no-frills bookkeeping solution to keep your financials in order without the overwhelm! (20-50 transactions per month across all accounts)

Standard Monthly Bookkeeping Package

Designed for growing businesses that need more detailed financial tracking and reporting, this package includes:

• Transaction Categorization – Up to 150 transactions per month, accurately recorded and classified.

• Bank & Credit Card Reconciliation – Ensuring all accounts are balanced and accurate.

• Financial Statements – Monthly Profit & Loss, Balance Sheet, and Cash Flow reports for a clearer financial overview.

• Accounts Payable & Receivable Tracking – Monitoring outstanding invoices and payments to keep cash flow on track.

• Sales Tax Tracking & Filing Preparation – Organizing GST/PST/HST details for easier tax filing.

• Quarterly Review Call – A check-in to discuss financials, trends, and any concerns.

• Priority Email Support – Faster response times for your bookkeeping questions.

This package provides a deeper level of financial insight while keeping your books clean and compliant. (50-150 transactions per month across all accounts)

Premium Monthly Bookkeeping Package

For businesses that require full-service bookkeeping and financial management, this package includes everything in the Standard Monthly Package, plus:

• Unlimited Transaction Categorization – Every business transaction is accurately recorded and classified.

• Bank, Credit Card, and Loan Reconciliation – Ensuring all accounts, including loans and lines of credit, are fully balanced.

• Payroll Processing – Managing employee wages, tax withholdings, and payroll remittances.

• Accounts Payable & Receivable Management – Full invoicing, bill payment tracking, and follow-ups on outstanding payments.

• Customized Financial Reporting – Tailored reports including Profit & Loss, Balance Sheet, Cash Flow, Budget vs. Actuals, and Key Performance Metrics.

• Sales Tax Tracking & Filing – Ensuring GST/PST/HST compliance with preparation or direct filing services.

• Monthly Strategy Call – In-depth financial review, forecasting, and recommendations for improved profitability.

• End-of-Year Tax Prep & CPA Liaison – Ensuring all records are tax-ready and coordinating directly with your accountant.

• Dedicated Bookkeeping Support – Priority access via phone, email, or video call for ongoing support and financial advice.

This package offers full-scale financial management, allowing business owners to focus on growth while ensuring their books remain accurate, compliant, and optimized for success. (150-300+ transactions per month)

Monthly Subscription | Fixed Catch-Up Packages | Available for both US & Canadian companies | Get started

Let’s Talk!

These one-on-one sessions are your space to brainstorm, bounce ideas around, work through challenges, and strategize for your next phase of growth. Think of it as business talk therapy—an investment in the health and success of both you as a CEO and your business.

Each session is designed to provide clarity, focus, and actionable steps, ensuring you leave with the ability to move forward confidently and effectively.

90 mins | Book a session