CPA-Led Outsourced Accounting & Finance

A modern, CPA-led finance team for growing organizations.

Pulse CPA gives growing businesses, non-profits and charities CPA-led accounting, payroll, reporting and controllership support — cleaner numbers, stronger oversight and board-ready financial clarity, without hiring a full internal finance team.

CPA-led oversightMonthly financial reportingBoard-ready financialsAudit & year-end supportCRA/HST supportCloud-based systemsNon-profit, charity & association experience
Monthly Financial Snapshot✓ CPA-reviewed
Revenue & cash trend
Cash
$248k
▲ on plan
Revenue
$1.2M
▲ 14% YoY
Gross margin
62%
▲ 3 pts
Platforms & tools we work in
Accounting & ERP
QuickBooksXeroSageNetSuiteBusiness Central
Payroll
WagepointADPDayforce
Payments, commerce & apps
StripeSquareShopifyA2XDextPlooto

Built for organizations that need finance to be accurate, accountable and clear

From owner-managed businesses to mission-driven organizations — whatever your sector, if you've outgrown basic bookkeeping, we can help.

Owner-managed businessesGrowing private companiesE-commerce & DTCConstruction & tradesProfessional servicesNon-profitsCharitiesAssociationsStartups & funded ventures

Don't see yours? We work with organizations of all kinds. See who we help ›

When basic bookkeeping is no longer enough

Many organizations reach a point where reports arrive late, financials are unclear, funder reporting is stressful, audits eat up too much time, and leaders simply don't have the financial visibility they need to make confident decisions.

Month-end and reporting run late
Financials aren't board- or funder-ready
Restricted funds and grants are hard to track
Audit and year-end prep is stressful
HST/CRA filings create uncertainty
No senior finance oversight in place

An outsourced finance team that brings structure, clarity and CPA oversight

We run a disciplined monthly finance function for your organization — so the numbers are clean, current and ready when decisions, boards and funders need them.

Clean monthly close
Accurate, timely reporting
Payroll support
Controllership & senior review
Audit & year-end preparation
HST / CRA compliance support
Board & management reporting
Modern cloud accounting processes

CPA-led finance support, built for accountability

CPA-led, not just bookkeeping

Every engagement is overseen by experienced CPAs, with structured workflows and senior review where it matters.

Built for board & funder accountability

Board-ready financials, fund and grant reporting, and the documentation auditors and funders expect.

Clear monthly financials

A documented close calendar means reporting arrives on schedule, every period — no more chasing.

Better systems & workflows

Modern cloud accounting and automation, designed and governed by a CPA for accuracy and control.

Senior oversight, without the hire

Controller- and CFO-level insight at a fraction of the cost of a full-time internal finance team.

Responsive, practical support

Real people who know your file and answer quickly — finance support you can actually reach.

Three levels of finance support — start where you are

As you grow, move up the ladder: get the books right, make the numbers useful, then use them to decide.

01 · Foundation

Monthly Accounting & Close

Get the books right.
  • Bookkeeping & reconciliations
  • Payroll coordination
  • HST/GST & CRA compliance
  • Month-end close
  • Year-end readiness
  • CPA oversight
Explore Accounting ›
02 · Management

Controllership & Reporting

Make the numbers useful.
  • Management & board reporting
  • Budget vs. actual & KPIs
  • Cash-flow reporting
  • Internal controls
  • Audit & year-end prep
  • Review meetings
Explore Controllership ›
03 · Strategic

Fractional CFO

Use the numbers to decide.
  • Forecasting & scenario planning
  • Capital & cash strategy
  • Board & funder strategy
  • Pricing & unit economics
  • Growth & investment decisions
  • Senior CPA partnership
Explore Fractional CFO ›

Questions, answered

What does Pulse CPA do?

Pulse CPA is a CPA-led outsourced accounting and finance team based in Oakville, Ontario. We handle monthly accounting, reporting, payroll, controllership and CFO-level oversight for growing organizations across Canada.

Who does Pulse CPA help?

Growing businesses and mission-driven organizations alike — owner-managed companies, e-commerce, construction, professional services, non-profits, charities and associations. If you've outgrown basic bookkeeping, we can help.

Is Pulse CPA just a bookkeeping firm?

No. Bookkeeping is the foundation — we add a disciplined monthly close, board-ready reporting, controllership and CFO-level oversight, all reviewed by a CPA.

How does pricing work?

Fixed monthly packages based on your scope, agreed upfront after a short review. No hourly billing and no surprise invoices.

Do we have to switch accounting software?

No — we work within the system you already run, whether that's QuickBooks Online, Xero, Sage, NetSuite or Dynamics 365 Business Central. You don't need to switch to work with us. If you're on desktop software or starting from scratch, we'll usually recommend QuickBooks Online or Xero and handle the migration with clean opening balances; if you're already on a larger platform, we simply work in it.

Who actually does our work?

A senior CPA owns your file, with a preparer-plus-reviewer process every cycle. You work with experienced people who know your organization — not a rotating queue.

How do we get started?

Book a consultation. We'll review your current systems and numbers, then recommend the right level of support with transparent, fixed-fee pricing — no obligation.

Ready for cleaner financials and stronger oversight?

If your organization has outgrown basic bookkeeping, Pulse CPA can help you build a more reliable monthly finance function — with board-ready reporting and senior CPA oversight. We respond within one business day.