A BIT ABOUT US
Accountants you can count on
At Realign Financial, we're great with numbers and even better with people.
We believe that success and growth begins with accurate, timely, and professional financial data and reporting, but we also appreciate that accounting isn't everyone's cup of tea. That’s where we come in. Our team of qualified accountants and CPAs will work together with you to gain an understanding of your goals, in order to help improve your systems, processes, and data output. And most importantly, we'll do it with a smile!
Our commitment is to simplify, automate, and provide valuable insights that will turn your accounting data into meaningful financial information. Helping you achieve your personal goals or grow your business.
BOOKKEEPING & REPORTING
Allow us to take the mundane task of day-to-day accounting off your hands, we love it - really! Our team will develop actionable and easy-to-digest reports on time and for a fraction of the cost charged by larger firms. We offer comprehensive cloud-based bookkeeping services and monthly reports, to help give you a better view of your business operations.
PERSONAL ANNUAL TAX FILINGS
Our team will help to complete your personal annual tax filing (T1), and we'll even make it fun! We'll use our modern programs to digitize your supporting documentation, and gather it into one live dashboard. Our processes will help to get rid of the piles of receipts on your desk, and maximize your return.
CASH PROJECTIONS & BUDGETING
Unforeseen cash flow issues can arise in any business, personal life or family life, if not monitored or managed properly. Our team uses live data to carefully project and budget your monthly inflow and outflow of cash, so that you can strategically plan for your operations and proactively address any potential challenges that may surface.
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Corporate cashflow projections
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Personal/family budgeting and cashflow
THE FULL PACKAGE
Don't have an existing accounting department, or perhaps looking for a fresh start? Our team can provide you with the full package, including bookkeeping, financial reporting, cash projections, and more. You'll have dedicated support to help manage your accounting function for you, so that you can focus on running your business.
WHAT WE OFFER
A one-stop-shop for all your accounting needs
What some of our clients are saying
"As CEO of a tech startup, I know firsthand the challenges and importance of managing finances. Bringing on Zoe and her team at Realign Financial has been a game changer for us. The Realign team handles everything from detailed bookkeeping to audit support and high-level financial planning, doing so with efficiency and speed. Throughout audits, she managed auditor queries and provided valuable insights that make the process smoother. Zoe's work is marked by honesty and transparency, a trait that has fostered trust within our team. Moreover, she's a great cultural fit, aligning well with our team's ethos and work style. Her proactive planning, coupled with her understanding of our business model, has been instrumental in driving our financial growth and stability.
In short, Zoe has made a significant impact on our business with her comprehensive skill set, speed, and dedication. If you're in need of a reliable finance professional, I couldn't recommend Zoe more. She truly is an invaluable asset."
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Todd McCan - CEO and Founder of CamDo Solutions
“Zoe provides a calm and welcoming energy that takes the stress out of what would otherwise be a stressful area of our business. She can pull everything together and create meaning in a way that allows us to conduct our business better – providing insight into our growth strategies. When transitioning over to Zoe and her team, I never hesitated and look forward to working with her for the long term.”
Stephanie Rose - VP of Corporate at Rolotiptic
“Zoe acted as Mission Control between our internal team and external auditors and dealt with the majority of our audit. With 6 audits requiring the same end-of-quarter reporting deadline, Zoe was essential in keeping everything efficient and on track. Our team consisted of both outsourced accountants and new employees who had no previous audit experience and bringing Zoe on as a partner to oversee the entire process was an excellent choice. She managed all communication, timelines, requests and troubleshot any issues, pulling me in only when and as necessary. My team felt incredibly supported and encouraged by Zoe and overall, I believe it helped a relatively new audit team and internal team complete complex financial reporting deadlines on time and on budget. I wholeheartedly recommend Zoe.”
