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  • Modern Cloud Bookkeeping and Accounting Services from Leading Virtual Southern Ontario Professionals

    Dare to Account Differently

  • Transforming One Small Business at a Time

    You Deserve to Get Ahead, Not Get Left Behind

    Peace of mind- Zen Lake

    Peace of Mind

    Know your business can survive and thrive.

    When you have clarity, focus, and a sense of calm, you can make better decisions and build stronger relationships.

    Confidence- Clover transformation

    Confidence

    Follow a proven system to transform your company.

    Overcome obstacles, seize opportunities, and inspire others to follow your lead. Make bold decisions.

    freedom- Chosen Path

    Freedom

    For you &

    your family's future.

    Freedom comes in many forms and always allows you to innovate, take calculated risks, and create something truly unique and impactful. Experience the ultimate ability to choose your path both personally and professionally.

  • Are you ready to work with a dynamic team of professionals who care about making a difference?

     

    Owning a small business can be incredibly rewarding but comes with its fair share of challenges. Between day-to-day operations and making strategic decisions, a small business owner must wear multiple hats and juggle various roles simultaneously. Yet, despite the obstacles, the resilience, determination and adaptability to overcome them can ultimately lead to a prosperous and fulfilling business venture.

     

    Wealth by Design

    Experienced, Knowledgable, Actionable Advice

     

    Join us and Dare to account differently! 

     

    We are a fully remote bookkeeping team. We work alongside you to learn about your unique vision and how we can collaborate to make it a reality.

    Bring your Vision to life!  

    Breakaway from outdated practices and embrace modern innovation

  • Who We Work With:

    Visionary Entrepreneurial Owners. The small businesses that are passionate about growth and transformation. They embrace new ideas and are always eager to learn from the experience of others. They recognize the importance of acknowledging limitations and are committed to improving themselves and their organizations. These remarkable small businesses are frustrated with the status quo, they are open-minded, eager to follow the process, and desire transformational growth. These exceptional Canadian small businesses embody the values of respect and demonstrate an unwavering commitment to fostering open, honest communication. They not only embrace innovative ideas and suggestions but also take decisive action to accomplish their goals, making them an unstoppable force in their pursuit of success.

     

  • Consultation Request Form

    The first step of your new journey begins here

  • How We Work

    1

    Complete the Consultation Request Form

    One of our team will review your request and reach out with the next steps. Based on your responses, we'll let you know if we recommend proceeding with the assessment.

    2

    Diagnostic

    We will conduct an assessment of your current bookkeeping, compliance, business operations, goals and expectations

    3

    Deliver

    We'll deliver your report within 5 business days. Ask us any questions!

  •  

    Our Clients

    Empowering Professional Service Providers

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    B2B Services

    We're passionate and highly skilled in a range of fields, including Accountants, Independent Law Offices, Naturopathic and Wellness Clinics, IT Services, and Marketing Agencies

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    B2C Services

    We're passionate and highly skilled in a range of fields, including Beauty Services-Hair studios, Spa Services, Early Childhood Education, and Sports Clubs

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    10-60 Employees

    We are deeply committed to cultivating a workplace environment that nurtures positivity, loyalty, and dedication in team members. Creativity, innovation and active contribution are encouraged.

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    $750k - $5 mil Revenue

    An established business that has been around for a few years but feeling stuck in the same old routine. Our process will take you on a transformation journey that can lead to sustained success for years to come.

  • Reach Out, and Let's Start a Conversation

    Take the first step toward transformation today

    Ancaster, ON Canada L9K 1S4
    By Appointment
    1.800.360.0183
    1.800.360.0183
    hello@wealthbydesign.ca
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