Established in 2005, Wealth by Design was born out of frustration with the old way accounting services were delivered. Today, using cutting-edge cloud technology, we specialize in virtual strategic bookkeeping. We have a passion for numbers, strategic guidance, fastidious attention to detail and proudly deliver our services within Canadian Borders. You won't find hourly rates here, that makes no sense at all on many levels. Instead we provide fully transparent fixed rate pricing so you know exactly what you're paying for all while safely and securely storing your data in the cloud with 24/7 access wherever you may be in the world.
Do you want to propel your business to the forefront of the subscription economy? If you're ready to revolutionize your approach and stay ahead of the competition, we're here to help. Contact us today to find out if you have what it takes to work with us and take your business to the next level.
Dare to account differently!
About You
About Us
Our North Star
Mission
We focus on no-BS advice, guidance and support to help you thrive. We go beyond the numbers to educate, optimize your profit and maximize your business opportunities.
Why
We do accounting differently. We are driven to help small business owners grow with strength and confidence by utilizing the full potential of cloud technology platforms.
Corner Stones
Collective Teamwork: No Rainmaker's
At Wealth by Design, we truly believe that teamwork makes a dream come true.
We strive to provide the best possible service to our members. We understand that regulatory compliance and technological advancements can be daunting, so we go above and beyond to make the process as smooth and frictionless as possible.
Our team of specialists combines their knowledge with the power of cloud accounting platforms to offer customized solutions tailored to your unique needs. Our vision is to help you understand your financial data and provide you with actionable insights to take your business to the next level.
At our core, we are dedicated to educating you on the most relevant measurements and metrics that align with the modern subscription economy. We empower you to thrive in this dynamic and fast-changing market by providing you with knowledge and expertise.
Let's Talk
Are you ready to transform your business?
Wealth by Design
Founded in 2005 - We serve as an entire outsourced accounting department for growing businesses.
100% Canadian-based
100% Remote
100% Virtual
100% Cloud-based Technology
Certified Professional Technicians
Dedicated Teams
Specialize - Subscription/Membership Business
Clients
Professional Service-based Industries
$750k - $5mil Annual Revenue
10- 60 Employees
Canadian Companies - Nationwide
Specialties/Industries
Professional Services Companies
Marketing Agencies
Consulting Firms
Wellness Clinics
Beauty/Aesthetic Studios
Independent Law Offices
After School Education
Non-Profit Organizations
Sports Clubs
Services
Bookkeeping & Accounting
Payroll Services
Business Operating System Analysis
Advisory Services
Time Tracking
KPI Development & Tracking
Financial Reporting
Cash Flow Management
Expense Management
Accounts Payable
Accounts Receivable
Multiple Location Tracking
Sales Tax
Income Tax
© 2023 Wealth by Design 1-800-360-0183
All Rights Reserved.