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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. 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.

     

    No one strategy fits everyone, that's why our clients get our undivided attention from planning to execution and follow up. We take a proactive approach to helping you develop a strategy to achieve your business goals and objectives using the most efficient methods and cloud services available.

     

    We understand that every business experiences challenges along the way. We aim to anticipate and address those situations as they arise. We want to keep you on track to a fullfilling and purpose-driven business.

     

    Dare to account differently!

  • About You: dart board with 6 darts including one dart in the middle bullseye position

    About You

    • You are a Visionary
    • You have a dream
    • You're fed up paying late penalties
    • You want your bookkeeping done right and on time, the first time

    You are ready to begin the journey toward 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 Wealth by Design: Open note book surrounded by books and a pen with a dog wearing glasses that has fallen asleep on the notebook

    About Wealth by Design

    • We are a boutique firm dedicated to transforming the traditional business model into an innovative modern business success.
    • We are a community of visionaries who aspire to nurture a vibrant and dynamic business.
    • We are Forward-Thinking and clearly understand developing and nurturing strong customer relationships.
    About Wealth by Design: work-life balance scale seeking balance

     

    We Embrace

    • Innovation and are ready to embark on the transformative journey of revolutionizing your business
    • Aspiring Entrepreneurs who confidently embrace the power of acknowledging limitations, allowing us to hone in on your strengths, forge strong collaborations and ultimately achieve your definition of success.
    • Creative Entrepreneurs whose path is to create a sustainable and fulfilling business that positively impacts the lives of those we serve

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    Navigating Challenges and Making Sound Choices

    The compass that helps us shape our actions, decisions and behaviours

    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 are driven to help Southern Ontario small business owners grow with strength and confidence by utilizing the full potential of cloud technology. We want to see your business thrive, not just survive. And that starts with a forward-thinking approach.

    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, family, 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 bookkeeping and accounting 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 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 economy. We empower you to thrive in this dynamic and fast-changing market by providing you with knowledge and expertise.

    Wealth by Design Team Work: A round table with team members seated around each with a puzzle piece

  • Let's Talk

    Are you ready to transform your business?

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