Serving the US & Canada

Accounting that works for both sides of the border

A CPA Canada-certified firm serving businesses in the United States and Canada — delivering smarter bookkeeping, proactive tax strategy, and CFO-level insight. Fully remote. Always on.

Schedule Free Consultation → See Our Services
75%Lower Cost vs. Traditional Firms
48hrAverage Response Time
100%CPA Canada Certified
Monthly Net Profit
$42,800
After tax optimization
vs. last month↑ +18.4%
Tax Savings YTD
$31,200
Through proactive strategy
Filing status✓ Optimized
Cash Runway
8.2 mo
At current burn rate
AI forecast↑ Improving
🍁 CPA Canada Certified
🇺🇸 Serving US Clients
🔒 Bank-Level Security
🌐 100% Remote
📊 Real-Time Dashboards

What We Do

Services built for US & Canadian businesses

From bookkeeping to cross-border tax strategy — handled by a licensed CPA fluent in both US and Canadian tax law.

Business Setup

Business Setup Package

Everything you need to launch the right way — incorporation, CRA Business Number, HST registration, and bank account guidance. One package, zero confusion.

Bookkeeping

Smart Bookkeeping

Automated categorization, bank reconciliation, and monthly statements — reviewed and signed off by a CPA. Always accurate, always current.

Tax Strategy

Tax Strategy & Filing

Year-round proactive planning to legally minimize your liability, plus full business and personal tax preparation in Canada and the US.

Fractional CFO

Fractional CFO

Monthly strategy calls, cash flow forecasting, KPI dashboards, and budget reviews. CFO-level guidance at a fraction of the cost.

Startup Advisory

Startup Advisory

Investor-ready financials, financial modeling, cap table management, and fundraising prep for founders who need credible numbers fast.

Payroll

Compliance & Payroll

Payroll processing, sales tax compliance, business entity optimization, and regulatory filings — handled completely.

Our Process

Up and running in 4 steps

We make switching effortless. Most clients are fully onboarded within 5 business days.

1

Free Discovery Call

We learn your business, goals, and current pain points. Zero pressure — just clarity on whether we're the right fit.

2

Custom Proposal

Within 24 hours, you receive a tailored service plan and transparent pricing — no hidden fees, no surprises.

3

Seamless Onboarding

We connect your accounts, migrate your data, and set up your real-time financial dashboard — you don't lift a finger.

4

Ongoing Partnership

Monthly reports, proactive alerts, and strategic reviews. We grow with you — not just at tax season.

Pricing

Custom pricing for every engagement

Every business is different. We tailor our services and fees — no one-size-fits-all packages.

Monthly Retainers

Ongoing bookkeeping, tax strategy, and advisory on a predictable monthly fee — scoped to your business size and needs.

Project-Based

Tax filings, financial models, investor-ready financials — priced per project with clear scope and deliverables.

Cross-Border

Specialized pricing for businesses in both Canada and the US — dual reporting, treaty planning, and multi-currency books.

Get a custom quote in 24 hours

Book a free 30-minute discovery call. We'll learn about your business and send a clear, itemized proposal — no pressure, no obligation.

Book Your Free Consultation →

Serving clients in Canada (CAD) and the United States (USD)

Team collaboration

Why Numera Accounting

Your CPA finally works for you, not just at tax time

Technology-Driven Efficiency

Modern tools handle routine categorization — so your CPA focuses on strategy, savings, and growth insights.

Licensed CPA Oversight

Unlike bookkeeping software or offshore services, every financial decision is reviewed by a CPA Canada-credentialed professional.

Proactive, Not Reactive

We alert you to opportunities and risks before they become problems — not 10 months later at tax season.

Built for Modern Business

E-commerce, SaaS, wellness brands, creators — we specialize in online businesses that traditional CPA firms don't understand.

US & Canada

One firm. Both sides of the border.

Whether you're a US business expanding into Canada or a Canadian founder operating in the US — we've got you covered.

CANADA CPA CANADA CERTIFIED UNITED STATES PTIN AUTHORIZED CA-US TAX TREATY

United States

  • ✦ Federal tax preparation (PTIN authorized)
  • ✦ Bookkeeping & financial reporting
  • ✦ CFO advisory & financial strategy
  • ✦ Sales tax support & nexus guidance
  • ✦ USD reporting & cross-border planning

Canada

  • ✦ Federal & provincial tax filing (CRA)
  • ✦ GST/HST/PST registration & filing
  • ✦ Corporation & sole proprietor filing
  • ✦ Payroll (CRA remittances, T4s)
  • ✦ CAD reporting & bookkeeping

Cross-Border Specialist

Operating in both countries means navigating two tax systems, two sets of regulations, and treaty obligations. We understand the Canada-US Tax Treaty, foreign income reporting (FBAR, FATCA, T1135), and how to structure your business to minimize double-taxation legally.

Client Stories

Trusted by modern founders

★★★★★

"Switching to Numera Accounting Advisory was the best business decision I made last year. They found $28K in tax savings in the first 3 months that my old CPA had missed for years."

S
Sarah K.
Founder, Wellness Brand
★★★★★

"Finally, a CPA who explains things in plain English and doesn't disappear after April 15th. The real-time dashboard alone is worth the price."

M
Marcus T.
E-commerce Operator
★★★★★

"As a Canadian expanding into the US market, the cross-border expertise is unmatched. They handled everything — from FBAR reporting to setting up my US entity structure."

J
Jessica M.
SaaS Founder

Questions

Frequently asked questions

Yes — we proudly serve clients across the United States. We have partnered with licensed US CPAs to ensure full compliance with federal and state tax regulations. This partnership allows us to provide seamless, comprehensive services for US-based businesses and individuals, including federal tax preparation, strategic tax planning, and cross-border advisory — all delivered with the same level of care and expertise our Canadian clients receive.
We primarily work with QuickBooks Online and Xero, but we can adapt to your existing setup. We'll set everything up and manage it — you don't need to be tech-savvy.
We offer custom pricing based on your business size and service needs — no one-size-fits-all packages. Book a free call and we'll send a detailed proposal within 24 hours.
Most clients are fully onboarded within 5 business days. We handle all the setup — software connections, historical data migration, and dashboard configuration.
Yes — cross-border tax is one of our core specialties. On the Canadian side, we handle federal and provincial filings, foreign asset reporting (T1135), and treaty-based planning. On the US side, we work alongside our licensed US CPA partners to manage federal and state tax filings, FBAR, FATCA reporting, and US entity structuring. Together, we provide a fully coordinated approach for individuals and businesses operating in both countries, helping you avoid double-taxation and remain compliant on both sides of the border.
We specialize in freelancers, e-commerce, real estate, healthcare, wellness, restaurants, new immigrants, and tech startups — both in Canada and the US.
Yes. We use bank-level encryption and industry-standard secure portals for document sharing. Your financial data is never stored on unencrypted systems.
No problem. We handle catch-up bookkeeping for businesses that are months or even years behind. We'll clean everything up, file any outstanding returns, and get you current.
Click "Book a Call" above or email hello@numeraaccounting.online. We'll schedule a free 30-minute discovery call, learn about your needs, and send you a custom proposal.

Get Started Today

Your finances deserve more than a once-a-year conversation

Book a free 30-minute consultation. We'll review your current setup, identify quick wins, and show you exactly how Numera Accounting Advisory can help.

Book a Free Consultation → hello@numeraaccounting.online