OPTIVAL TAX & ACCOUNTING FOR BUSINESSES ACROSS CANADA
Smart accounting, tax and advisory for growing Canadian businesses
Senior-level bookkeeping, tax and advisory at below-market rates, powered by modern, technology-driven workflows and real-time reporting dashboards.
Serving startups, small businesses and accounting firms across Canada, remotely.
What we do
Four focused service lines, one goal: giving you clear, reliable numbers and the insight to grow with confidence.
Accounting, Tax & Advisory for Small & Mid-Sized Businesses
Monthly bookkeeping, cloud accounting, payroll, HST/GST and tax filings, plus fractional CFO guidance: everything a business needs to stay compliant and make faster, smarter decisions.
Remote Finance, HR, Admin & IT Staffing
Dedicated remote team members who work as an extension of your business. Build finance, HR, admin and IT capacity with our managed offshore team, at a fraction of local hiring costs.
Back-Office Support for Accounting Firms
Reliable overflow capacity for Canadian accounting firms: bookkeeping, tax preparation support, payroll and admin, delivered to your standards, on your deadlines.
Government Funding
Grants, loans and incentives your business may be leaving on the table. Free eligibility check and free 30-minute funding audit.
Why choose OptiVal
Qualified professionals, PwC-trained
Led by qualified professionals with more than 75 years of combined experience. PwC-trained, with CFO-level experience at world-leading multinationals. You work with seasoned finance leaders, not just data entry.
Your finance department, without hiring one
We become your finance department: books, payroll, and filings handled, plus senior guidance before you hire, expand, or borrow. One accountable team, so you run the business instead of running the numbers.
Below-market pricing
Professional-grade finance support at rates below typical market pricing, with clear, fixed fees. No surprises.
Tech-driven reporting
Modern cloud workflows and real-time reporting dashboards, so you always know exactly where your business stands.
How it works
1. Book a free consultation
Tell us about your business and where you need help. We listen first, then recommend only what you actually need.
2. Get a tailored plan
Receive a clear scope of work with fixed, transparent pricing. We handle onboarding and connect your accounts securely.
3. We handle the numbers
Your books stay accurate and up to date, filings happen on time, and you get regular reporting plus advice you can act on.
Frequently asked questions
Do you work with clients across Canada?
Yes, we work with clients in every province, entirely remotely. Secure document sharing and cloud-based workflows mean your location does not affect the quality of your support. You get the same senior-level service and real-time reporting whether you are in Ontario or British Columbia.
How much do your services cost?
Our pricing is fixed and published on our pricing page, so there are no surprises. Monthly bookkeeping plans run $199, $399 or $699, personal tax returns start at $89, corporate tax returns start at $449, and fractional CFO support starts at $1,200 per month. All prices are in Canadian dollars and HST is extra.
What accounting software do you work with?
We work with the major cloud accounting platforms and tailor the setup to your business. If you are starting from scratch, our cloud accounting setup and migration service gets you running properly from day one. Either way, our tech-driven reporting gives you a clear view of your numbers at all times.
Do you offer audit or review engagements?
No, we do not perform audit or review engagements. Our focus is bookkeeping, tax preparation, payroll and advisory work. If you need compiled financial statements for a lender or another third party, we do offer compilation engagements starting at $750.
How do we get started?
Start with a free consultation through our contact page. We will talk through your business and recommend only the services you actually need, with fixed pricing set out in a clear scope of work. Then we handle onboarding and connect your accounts securely.
Is my financial information kept confidential?
Yes, absolutely. Your financial information is kept strictly confidential and is only accessed by the team members working on your account. We use secure, encrypted channels for all document sharing and data transfer.
Ready for clarity in your numbers?
Get professional accounting, tax and advisory support at below-market rates. Start with a free, no-obligation consultation.