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!



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

Trisha Monts, CPB

Founder & Client Manager

Trisha started her bookkeeping career 25 years ago in the construction industry.  Over the years she has worked extensively in BC's Film & TV, NHRA racing, Health, Manufacturing, Rental & Retail industries.


Trisha attended BCIT in 1999-2002 and studied Financial Management Accounting. In 2016 Trisha received her CPB designation from CPB Canada, formerly known as the Institute of Professional Bookkeepers of Canada (IPBC).

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 


Advisor & In-House Training

Rose has worked over 45 years in the banking industry.
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
Certified Fraud Examiner (Retired)

Certified Anti-Money Laundering Specialist (Retired)

Personal Highlight

Receiving a private investigators license