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  • Welcome!

    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

    • You are a Visionary; you have a dream more significant than yourself.
    • You are ready to begin the journey toward your achieving your full potential.
    • You wholeheartedly embrace the transformation process.
    • You have a mindset to cultivate growth and remain open to guidance and feedback.
    • You are a full participant in the process, allowing you to continuously improve and reach new heights in your personal and professional development.

  • About Us

    • We are a boutique firm dedicated to transforming the traditional business model into the modern subscription economy.
    • We are a community of visionary Entrepreneurs who aspire to nurture a vibrant and dynamic business.
    • We are Forward-Thinking Entrepreneurs that clearly understand developing and nurturing strong customer relationships are of paramount importance.
    • Innovative Entrepreneurs that are ready to embark on the transformative journey of revolutionizing their business with our unwavering dedication to the success of the unparalleled subscription business model.
    • Aspiring Entrepreneurs who confidently embrace the power of acknowledging their limitations, allowing them to hone in on their strengths, forge strong collaborations and ultimately achieve greater success.
    • Creative Entrepreneurs whose path is to create a sustainable and fulfilling business that not only benefits themselves but also positively impacts the lives of those they serve

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    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

    • Respectful communication and open-mindedness towards feedback from all parties are encouraged to foster an inclusive and collaborative environment.
    • Treating everyone with kindness reflects our character and has the power to create a positive ripple effect that can change the world.
    • At Wealth by Design, we value humility and believe that every individual is equally important.
    • We celebrate life, milestones, success stories, and downtime with equal enthusiasm because they all are precious and worth cherishing.
    • We believe in making a positive impact on the lives of others through local and global giving opportunities.

  • 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?

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