Zen Tax - Bookkeeping and Accounting

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a Toronto-based digital marketing agency specializing in SEO, PPC management, and web design for legal professionals and law firms.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Zen Tax - Bookkeeping and Accounting?

We needed help maintaining accurate financial records, staying on top of bookkeeping and tax requirements, and keeping our business finances organized. We also wanted reliable support with financial reporting and general accounting so we could focus more on running and growing the business.

SOLUTION

What was the scope of their involvement?

Zen Tax - Bookkeeping and Accounting handles our day-to-day bookkeeping and accounting needs, including recording and categorizing transactions, reconciling accounts, tracking expenses, and preparing regular financial reports. The team also supports us with tax-related documentation and filings, helping ensure our financial records are accurate, organized, and up to date.

What is the team composition?

We work with one teammate from Zen Tax - Bookkeeping and Accounting.

How did you come to work with Zen Tax - Bookkeeping and Accounting?

We found Zen Tax - Bookkeeping and Accounting through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

What is the status of this engagement?

We started working with Zen Tax - Bookkeeping and Accounting in May 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Thanks to Zen Tax - Bookkeeping and Accounting, we’ve improved the accuracy and consistency of our financial records, the timeliness of our monthly reporting, and our visibility into our expenses and cash flow. We’ve also reduced the time our internal team spends on bookkeeping and tax-related administration and have been able to stay up to date with required tax filings and financial documentation.

For example, monthly bookkeeping and financial reports are generally completed within the first 7–10 business days of the following month, compared with roughly 2–3 weeks previously. We estimate that bookkeeping-related errors and corrections have decreased by around 30–40%, while the time our team spends on bookkeeping and financial administration has dropped by approximately 5–8 hours per month. This has given us more time to focus on client work and business development while keeping our financial records more accurate and up to date.

How did Zen Tax - Bookkeeping and Accounting perform from a project management standpoint?

Zen Tax - Bookkeeping and Accounting’s communication is clear, and the team is responsive whenever we have questions or need clarification. They generally meet deadlines, and monthly bookkeeping and reporting are delivered on schedule. We communicate via email and messaging apps.

What did you find most impressive about them?

Zen Tax - Bookkeeping and Accounting is proactive rather than simply processing transactions. The team also takes the time to explain financial and tax-related items in a way that’s easy for our team to understand.

Are there any areas they could improve?

Overall, we’re very happy with their work.