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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.

Scroll — the books get better
What we do

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 people who pick up the phone.

How it works

Three steps. Five minutes. No accounting degree required.

01

Hop on a call

Thirty minutes with the Frankly team. We'll figure out what you actually need — not what'll fatten the invoice.

No deck · no script · no pressure
02

We take it from here

Link your bank, QuickBooks or Xero. We pull everything in, clean it up, and set you up properly — usually within a week.

You do approximately nothing
03

You get clarity

Monthly P&L, balance sheet, cash flow — in plain English, in your inbox. Plus a real person you can ping when something feels off.

Every month · like clockwork
The frank math

Numbers we're happy to be held to.

$0
Surprise invoices, ever
0min
From hello to a real quote
0
Humans. That's the whole team
0%
Plain English, zero jargon
Build your quote

Pricing that matches what you actually need.

Pick what fits, skip what doesn't. The number you see is the number we quote — no setup fees, no surprise invoices.

01How many transactions do you have a month?~100
10150300450600+
02Pick a plan
03How is your business set up?
04Do you need any other services?
People on payroll1
05Are you behind on your books?
Months behind3

4 quick questions · about a minute

Built for

Healthcare practices· Law firms· Construction & trades· Design studios· E-commerce brands· Agencies· Therapy practices· Restaurants· SaaS & tech· Consultancies

The team behind it

One team. Two functions.

Ata Haee

Ata Haee

Finance · Operations · CPA reviewer

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 ↗
Function 01 · Bookkeeping

Your monthly close, handled.

Transactions categorized, accounts reconciled, and a month-end close you can trust — delivered on schedule with a report pack and plain-English notes, reviewed by a CPA before it ever reaches you.

Function 02 · Tax

Filing season, all year round.

Over a decade of Canadian corporate and personal tax experience, sharpened at Big Four accounting firms. Corporate T2s, personal T1s, HST/GST, CRA correspondence, trusts and estates, and cross-border Canada–US filings — planned through the year, not scrambled in April.

Let's talk

Let's be frank.

Thirty minutes with Frankly. No deck, no script — just a quick chat to figure out if we're a fit. If we're not, we'll tell you who is.