About Us


"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!

Trisha Monts, CPB, PCP

Founder & Client Manager

Trisha started her bookkeeping career in the construction industry.  Over the past 25 years she has worked extensively in BC's Film & TV, NHRA racing, Health, Manufacturing, Rental & Retail industries. Her accounting roles included bookkeeper, controller, operations manager, and financial management accountant.


Trisha attended BCIT from 1999-2002 and studied Financial Management Accounting. She holds two designations, Certified Professional Bookkeeper (CPB) from CPB Canada and Payroll Compliance Practitioner (PCP) from the National Payroll Institute.

Always challenging herself, Trisha studied legal trust accounting and received her certification with a final grade of 99%.

Specialized Skills

Business management
Start ups & Corporate Structuring

Lawyer & Notary trust accounting

Trust compliance

Workflow optimization 



Braedon is new to the industry and provides part-time support to clients and staff.
He takes on every task with pride and attention to detail. 

Specialized Skills

Cloud technology

Makes a mean cup of Earl Grey tea

Favorite Office Supply

A perfectly organized set of highlighters


Advisor & In-House Training

Rose worked in the banking industry for over 45 years.
She retired from a top 10 global bank as the AVP of Corporate Security. 

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

Specialized Skills
CFE - Certified Fraud Examiner (Retired)

CAMS - Certified Anti-Money Laundering Specialist (Retired)

Personal Highlight

Receiving a private investigators license