Menu What we do How it works Pricing Blog Team Book your quote
Now onboarding Canadian & US businesses

Frankly, your books should make sense.

Real humans. Real numbers. Real answers. Delivered monthly. CFO-grade rigour, no CFO-grade invoice.

Scroll: the books get better
What we do

We're the bookkeeping team for businesses that have outgrown their accountant, but aren't ready for a full-time CFO.

Frankly is a small, deliberate team of CPAs and ex-finance folks who do one thing properly: keep your books clean, your reports honest, and your tax surprises to a minimum.

We work with growing Canadian and US businesses: construction crews, design studios, therapy practices, e-comm brands, agencies, restaurants, anyone who'd rather be running their business than reconciling it.

No app. No platform. No "AI co-pilot dashboard."
Just people who pick up the phone.

How it works

Three steps. Five minutes. No accounting degree required.

01

Hop on a call

Thirty minutes with the Frankly team, by phone or video from anywhere in Canada. Already have a bookkeeper? It's a free second opinion.

No deck · no script · no pressure
02

We take it from here

Link your bank, QuickBooks or Xero. We pull everything in, clean it up, and set you up properly, usually within a week.

You do approximately nothing
03

You get clarity

Monthly P&L, balance sheet and cash flow in plain English, in your inbox. Plus a real person you can ping when something feels off.

Every month · like clockwork
The frank math

Numbers we're happy to be held to.

$0
Surprise invoices, ever
0min
From hello to a real quote
0
Humans. That's the whole team
0%
Plain English, zero jargon
Build your quote

Pricing that matches what you actually need.

Pick what fits, skip what doesn't. The number you see is the number we quote: no setup fees, no surprise invoices.

01How many transactions do you have a month?~100
10150300450600+
02Pick a plan
03How is your business set up?
04Do you need any other services?
First, where is your business based?
People on payroll1
05Are you behind on your books?
Months behind3

4 quick questions · about a minute

Built for

Healthcare practices· Law firms· Construction & trades· Design studios· E-commerce brands· Agencies· Therapy practices· Restaurants· SaaS & tech· Consultancies

The team behind it

One team. Two functions.

Ata Haee

Ata Haee

Finance · Operations · CPA reviewer

Former VP of Finance who got tired of watching small businesses get overcharged for basic financial advice. Now he's making sure your numbers are right, without the markup.

Verified on CPA Ontario ↗
Function 01 · Bookkeeping

Your monthly close, handled.

Transactions categorized, accounts reconciled, and a month-end close you can trust, delivered on schedule with a report pack and plain-English notes, reviewed by a CPA before it ever reaches you.

Function 02 · Tax

Filing season, all year round.

Over a decade of corporate and personal tax experience on both sides of the border, sharpened at Big Four accounting firms. Canadian T2s and US 1120s, T1s and 1040s, HST/GST and state sales tax, CRA and IRS correspondence, trusts and estates, and cross-border Canada–US filings, planned through the year, not scrambled in April.

Let's talk

Let's be frank.

Thirty minutes with Frankly. No deck, no script, just a quick chat to figure out if we're a fit. If we're not, we'll tell you who is.