Now onboarding Canadian & US businesses
Frankly, your books should make sense.
Real humans. Real numbers. Real answers. Delivered monthly. CFO-grade rigour, no CFO-grade invoice.
Real humans. Real numbers. Real answers. Delivered monthly. CFO-grade rigour, no CFO-grade invoice.
We're the bookkeeping team for businesses that have outgrown their accountant — but aren't ready for a full-time CFO.
Frankly is a small, deliberate team of CPAs and ex-finance folks who do one thing properly: keep your books clean, your reports honest, and your tax surprises to a minimum.
We work with growing Canadian and US businesses — construction crews, design studios, therapy practices, e-comm brands, agencies, restaurants — anyone who'd rather be running their business than reconciling it.
No app. No platform. No "AI co-pilot dashboard." Just a real team, real numbers, real answers — delivered to your inbox every month.
Thirty minutes with Shay. He'll figure out what you actually need — not what'll fatten the invoice.
Link your bank, QuickBooks or Xero. We pull everything in, clean it up, and set you up properly — usually within a week.
Monthly P&L, balance sheet, cash flow — in plain English, in your inbox. Plus a real person you can ping when something feels off.
Pick what fits, skip what doesn't. The number you see is the number Shay quotes — no setup fees, no surprise invoices.
No outsourced support pool. No anonymous junior accountant. Just us — running your books and answering the phone.
Has helped scale more startups than he can count. Now he's helping small businesses get the same caliber of financial strategy that venture-backed startups take for granted.
Former VP of Finance who got tired of watching small businesses get overcharged for basic financial advice. Now he's making sure your numbers are right — without the markup.
Verified on CPA Ontario ↗Thirty minutes with Shay. No deck, no script — just a quick chat to figure out if we're a fit. If we're not, he'll tell you who is.
