About Us


Client Administration




"Taking your business from where it is, to where you want it to be."



Every day small business owners juggle phone calls, sales meetings, customer service, administration, banking, marketing, deliveries, production, scheduling, paying the bills and calling for outstanding payments. This doesn't leave much time for anything else.

Growing businesses have new employees to hire and train, find ways to streamline current processes, juggle delays in service and make everything look seamless to their customers.

We understand the struggle, the stress, and sleepless nights. 

Life isn't a Hollywood movie where money grows on trees and your an overnight success.

At some point every business owner needs to outsource part of their business so they can invest more time to grow. 
We're here to give business owners back that valuable time.

Whether it's a panic phone call or an in-depth meeting, we'll listen to what you need and work with you to make it happen!


Advisor & In-House Training

Rose has worked more than 45 years in the banking industry.
She retired from an AVP position at a top 10 global bank.

​Rose provides our staff with training in risk and fraud management.

Specialized Skills
Certified Fraud Examiner (Retired)

Certified Anti-Money Laundering Specialist (Retired)

Personal Highlight

Receiving a private investigators license

Trisha Monts, CPB

Founder & Client Manager

Trisha started her accounting career over 20 years ago in construction.  


She attended BCIT and studied Financial Management Accounting. Trisha then received her CPB designation from CPB Canada, formerly known as the Institute of Professional Bookkeepers of Canada (IPBC).

Always wanting a new challenge, Trisha received her certification in Law firm trust accounting with a final grade of 99%.

Specialized Skills

Business management
Start ups & Corporate Structuring

Law firm trust accounting

Trust compliance

Workflow optimization