Skip to content
Exactitude Bookkeeping Inc.
For CPA Firms · Ontario

A bookkeeping partner your clients can be handed to, safely.

We stay in monthly bookkeeping so your firm keeps the advisory, tax, and year-end relationship. A clear division of work — written into every engagement.

Start a partner conversationSee our services
By the 15th
Monthly close SLA
Named POC
Per partner firm
Zero overlap
Never tax or advisory
Partnership flow
Live
  1. Your CPA firm
    Tax · Advisory · Year-end
    01
  2. Exactitude
    Monthly bookkeeping · QA · SLA
    02
  3. Your client
    Audit-ready books · One trusted relationship
    03
Clear lanes. Zero overlap.SLA · QA · NDA
"CPA firms are strategic partners, not competitors. We stay in monthly bookkeeping so you keep advisory, tax, and year-end — and that clear division of work is what makes us safe to refer to."
Our guiding principle with partner firms
Where we help

The bookkeeping work you'd rather not produce in-house.

Six places a virtual bookkeeping partner takes pressure off your team — without ever competing for advisory or tax work. Hover any tile.

Clients you'd rather not service in-house

We take on the recurring monthly bookkeeping so your team stays focused on advisory and tax.

Included in our monthly cadence

Clients too small for your model

Right-sized monthly bookkeeping delivered at our scale, with the same accuracy you'd expect from your own staff.

Included in our monthly cadence

Ongoing monthly bookkeeping

Our core service — Ledger and Sync — closes the books on a defined cadence with audit-ready support.

Included in our monthly cadence

Cleanup that converts to monthly

We catch up the file, document the work, and roll the client into a steady monthly engagement.

Included in our monthly cadence

Year-end & audit-ready support

Seasonal capacity ahead of your year-end cycle. Organized records, tidy schedules, no surprises at hand-off.

Included in our monthly cadence

QBO setup, migration & workflow

Platinum ProAdvisor expertise to standardize QuickBooks Online across your client base.

Included in our monthly cadence
Ways we partner

Three engagement models. One discipline behind all of them.

Pick a model to see what's ours, what's yours, and when it fits.

You refer, we engage the client directly. You stay the trusted advisor.

Talk through referral
Client owned by
Exactitude
Best when
You'd rather hand the bookkeeping to a trusted firm than turn the client away.
What we bring
Direct contract, monthly close, audit-ready file, transparent comms.
What stays with you
Tax, advisory, year-end and the long-term client relationship.
How we protect your reputation

When you refer, your name is on the line. We treat it that way.

Every partnership runs on a written service-level agreement and an internal QA pass before anything reaches you or your client.

  • Monthly close by an agreed-upon date — written into the SLA
  • Named point of contact for every partner firm
  • Internal QA checklist completed before any file leaves us
  • Encrypted document exchange, role-based access, signed NDAs
  • CPB Canada member · QuickBooks Platinum ProAdvisor
  • We stay in bookkeeping — never pitched your client on tax or advisory
Where we serve

Based in Waterloo Region. Serving CPA firms across Ontario.

Virtual-first delivery anywhere in the province, with in-person availability for partners in Kitchener-Waterloo, Cambridge, and the Greater Toronto Area.

How a partnership starts

Low-commitment to start, structured as it scales.

Step 01
1 / 3

Intro call

A 30-minute conversation about your client mix, capacity gaps, and where bookkeeping is slowing you down.

Partner FAQs

Common questions from firms exploring a partnership.

  • We deliver bookkeeping only. No tax filings, no advisory engagements, no year-end opinions. That boundary is written into our partner agreement so your team is never put in an awkward position.

  • We invoice your firm on agreed monthly fees; you bill the end client however you choose. Referral clients are billed by us directly. We're happy to share rate cards on a partnership call.

  • Encrypted document exchange, role-based access in QuickBooks Online and your file-sharing tool of choice, signed NDAs, and least-privilege access by default. Partner client data is treated as a precondition, not an afterthought.

  • We're standardized on QuickBooks Online with Dext, Hubdoc, and Fathom — but we adapt to your firm's templates, chart of accounts, and workpaper conventions on outsourced and white-label work.

  • We track every introduction by partner firm and report back on conversion. We don't pay per-referral commissions — we keep our pricing honest for the end client and reciprocate referrals back to you wherever we can.

Let's talk about a partnership that compounds.

A 30-minute call to walk through your client mix and where we can take work off your plate.

Book a Discovery Call