Zenbooks is a fully remote Ottawa-based cloud native accounting and tax firm serving more than 300 Canadian small and medium-sized businesses with revenues between $1M and $10M. Founded in 2015, Eric Saumure and Colin Robinson, Zenbooks is one of Canada's first cloud-native accounting firms and has never onboarded a desktop accounting software client.
The firm specializes in five verticals: professional services, SaaS and technology, marketing and creative agencies, e-commerce, and non-profits.
Why work with Zenbooks?
Cloud-native since 2015. Built for Xero and QBO, never desktop.
#1 on Clutch (2026) across four Canadian accounting categories.
Specialists in five verticals: professional services, SaaS, agencies, e-commerce, non-profits.
Built for $1M to $10M SMEs. 300+ clients.
Full stack, one team: bookkeeping, tax planning, payroll, fractional CFO and controller.
Real cross-border tax. US CPA on staff, not outsourced.
Transparent pricing. Real client examples on the website.
Money-back guarantee. Every engagement.
Run on EOS. Disciplined delivery, things ship on time.
Senior bench: CPAs, MTax, US CPA, certified payroll pros.
We publish the research: Technology in Accounting study, Financial Clarity Index.
Nationally cited voice: in Canadian small business finnce and tax
The firm is ranked #1 on Clutch (2026) for Top Accounting Firms in Canada, Top Bookkeepers in Canada, and Top Accounting Firms for Small Business in Canada. Zenbooks specializes in five verticals: professional services, SaaS and technology, marketing and creative agencies, e-commerce, and Non-profits. They’re a fractional finance team that handles bookkeeping, corporate tax, payroll, CFO advisory, and cross-border US-Canada tax work supported by a US CPA on staff. All engagements come with transparent published pricing and a money-back guarantee.
Zenbooks offers competitive pricing with good value for cost, as noted by clients. Engagements typically involve 2-5 employees, focusing on bookkeeping, tax advisory, and payroll management. Clients appreciate their responsiveness and timely delivery but suggest more flexible pricing solutions for customized needs.
Zenbooks' alignment with client culture and values was a key factor in their selection. Clients felt that Zenbooks' company values and work ethic resonated well with their own, fostering a strong working relationship.
Need for Improved Project Visibility
Some clients expressed a need for better visibility on ongoing tasks and project timelines. There were instances where clients felt they had to follow up for updates, indicating room for improvement in project transparency.
Expertise in Accounting and Bookkeeping
Clients consistently praised Zenbooks for their expertise in accounting and bookkeeping, highlighting their ability to clean up financial records, maintain accurate bookkeeping, and provide valuable tax advisory services. Their knowledge and understanding of financial management were frequently noted as impressive.
Timely Delivery and Project Management
Zenbooks is commended for delivering projects on time, with clients highlighting their effective project management skills. This includes timely filing of tax documents and managing financial reports, contributing to a smooth operational process.
Responsive and Reliable Communication
Zenbooks' responsiveness and reliability in communication were frequently mentioned as strong points. Clients appreciated their prompt replies via virtual meetings, emails, and messaging apps, ensuring clarity and support throughout their engagements.
Personalized and Caring Approach
Clients noted Zenbooks' personable and genuine interest in understanding their business needs. This personalized approach was appreciated and seen as a differentiator from previous experiences with other firms.
Bookkeeping & Tax Filing Service for Corporate Travel Firm
Featured Review
AccountingFinance & Accounting Outsourcing (FAO)
$10,000 to $49,999
Apr. 2023 - Ongoing
5.0
Quality
4.5
Schedule
4.5
Cost
5.0
Willing to Refer
4.5
"I appreciate their team."
Jul 12, 2023
Managing Partner, Moniker Partners
Sean Hoff
Verified
Hospitality & leisure
Canada
11-50 Employees
Online Review
Verified
Zenbooks provides bookkeeping services for a corporate travel and retreat planning company. The team oversees the client's month-end bookkeeping tasks and manages their tax filing and payroll management needs.
The client is pleased with Zenbooks' flawless work and on-time, error-free payroll and accounting services. The team is also highly responsive to any questions the client has. They're accessible and show genuine care for their work. Overall, their members contribute greatly to the client's success.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Managing Partner of Moniker Partners
Describe what your company does in a single sentence.
Corporate Travel & Retreat Planning
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Zenbooks to accomplish?
Clean up and manage our bookkeeping
Oversee our taxes and advise on tax strategies
Manage payroll and expenses
SOLUTION
How did you find Zenbooks?
Online Search
Why did you select Zenbooks over others?
Great culture fit
Good value for cost
Company values aligned
Trust
How many teammates from Zenbooks were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
We hired Zenbooks to come in and clean up our books after our previous cloud accounting firm left it in a state of mess. They oversee our month-end bookkeeping, P&Ls, tax filing and advisory, and payroll management
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Flawless books
On time, and error-free payroll and accounting
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Always deliver on time as agreed to in our service agreement. Quick to respond when we have any questions, and very accessible
What was your primary form of communication with Zenbooks?
Virtual Meeting
What did you find most impressive or unique about this company?
I appreciate their team and ownership seem to genuinely care about the work they do, and how they contribute towards their client's success. Something we lacked in our previous 2 experiences with cloud accounting firms. They are also very accessible when needed.
Are there any areas for improvement or something Zenbooks could have done differently?
Be a bit more flexible upfront with customized pricing solutions - with an in-house finance person, we had "unique needs" in terms of all the services we needed or didn't need. It took some time to hone in on the correct package for us, but we did get there.
RATINGS
5.0
Quality
4.5
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
4.5
NPS
Accounting for Business Services Company
Accounting
Less than $10,000
Oct. 2024 - Oct. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
4.0
Willing to Refer
5.0
"I am very pleased with their services."
Mar 30, 2026
Startup Operations & Talent Partner, Business Services Co
Anonymous
Verified
Business services
Ontario, Canada
1-10 Employees
Online Review
Verified
Zenbooks provided accounting and bookkeeping services for a business services company. The team also ensured the client's financial compliance and provided the client with visibility.
Zenbooks successfully completed the project on time, and the client was able to stay organized and understand the required documents, thanks to the team's secure data collection app. The service provider was responsive, knowledgeable, and personable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Startup Operations & Talent Partner of a business services company
Describe what your company does in a single sentence.
Business operations supports, services, training and tools.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Zenbooks to accomplish?
Ensure accurate bookkeeping, maintain ongoing tax compliance, and provide clear financial visibility while supporting both corporate and personal tax obligations for the business owner.
SOLUTION
How did you find Zenbooks?
Online Search
Why did you select Zenbooks over others?
Great culture fit
How many teammates from Zenbooks were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Zenbooks provided guidance and services on accoutning, bookeeping and general fiancial compliance.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Timely filing of all required submissions (HST, annual returns). The Zenbooks team also uses a secure data collection app which had helpful features to track my progress of collecting documents and sending reminders of upcoming deadlines, which I found very helpful to help me stay organized and have a clear understanding what documents were required.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Tara and Eric were exceptionally respnsive with the questions I had, especially as it was my first year of business. All of my submissions were made on time and I was always offered the opportunity to book virtual meetings to review any of the information.
What was your primary form of communication with Zenbooks?
In-Person Meeting
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
They seemed very knowledable, personalble and had a geniune interest in getting to know my business and my financial goals.
Are there any areas for improvement or something Zenbooks could have done differently?
None, I am very pleased with their services.
RATINGS
5.0
"Such a personable and approachable team"
Quality
5.0
Service & Deliverables
"Tara is wonderful to deal with and always very quick to answer questions"
Schedule
5.0
On time / deadlines
"Love the reminders of upcoming filings and documents needed"
Cost
4.0
Value / within estimates
"The team is very knowledgeable but disappointed my costs have increased over the last year"
Willing to Refer
5.0
NPS
Bookkeeping Services for Outsourced Conscious Sales Agency
Finance & Accounting Outsourcing (FAO)
$10,000 to $49,999
Mar. 2022 - Ongoing
5.0
Quality
4.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I super appreciate their consistency and how much I can trust them with the things I need."
Jul 21, 2023
Co-Founder & Director, Beyond the Peak Inc.
Oliver Wolf
Verified
Other industries
Ottawa, Ontario
11-50 Employees
Online Review
Verified
Zenbooks provides bookkeeping services to an outsourced conscious sales agency. They align all the client's books, account for all transactions, produce profit and loss statements, and handle payroll.
Zenbooks is highly accountable and capable. Their team is consistent, and the client trusts them with their needs. They also complete tasks within the agreed-upon deadline most of the time. Delays only occur when the payroll falls on the day the assigned person for the account is out of the office.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-founder and director of Beyond the Peak Inc.
Describe what your company does in a single sentence.
Outsourced Conscious Sales Agency in the coaching and consulting industry.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Zenbooks to accomplish?
Streamline our bookkeeping
Make sure our books are in order
Manage a large portion of payroll
SOLUTION
How did you find Zenbooks?
Referral
Why did you select Zenbooks over others?
Referred to me
How many teammates from Zenbooks were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Bookkeeping services:
Making sure books are aligned
All transactions accounted for
Organizing for accountant
Producing profit and loss (P&L)
Paying out team
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
On-time and accurate delivery of needed tasks, as mentioned in the project description portion
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes, 90%+ of the time. The only time things were delayed was when payroll would fall on a day that the person assigned to my account does not work (Fridays), which has definitely caused some issues. As we grow and build this business, we won't be able to accept that a Friday be an off day if that is a payroll day - it ends up falling on me to do payroll in those circumstances.
What was your primary form of communication with Zenbooks?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
The person assigned to my account (Beata) is HIGHLY accountable and capable. I super appreciate their consistency and how much I can trust them with the things I need.
Are there any areas for improvement or something Zenbooks could have done differently?
As mentioned in the question before - right now, the assigned representative does not work on Fridays, which in the beginning wasn't really an issue, but is now becoming an issue as we grow, and people really expect to be paid on a Friday when the payroll period lands on that day. Otherwise, everything has been great.
RATINGS
5.0
Quality
4.0
Service & Deliverables
"Having Fridays off posing challenges and forcing me to take over the role when payroll lands on that day"
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Media Company
Accounting
Confidential
June 2025 - May 2026
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They clearly knew their stuff, handled everything with confidence, and turned things around faster than we expected."
May 14, 2026
Co-Founder, Technology & Development, Inkline Media Inc.
Marc Tessier
Verified
Advertising & marketing
Ottawa, Ontario
11-50 Employees
Online Review
Verified
Zenbooks provided accounting services for a media company. The team was responsible for cleaning up the client's accounting and handling their monthly bookkeeping and taxation needs.
Zenbooks cleaned up the client's financial records, enabling accurate forecasting and business decision-making. The team was responsive, easy to work with, and punctual. Moreover, Zenbooks' extensive knowledge and ability to exceed expectations were hallmarks of their performance.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-Founder, Technology & Development of Inkline Media Inc.
Describe what your company does in a single sentence.
At Inkline, we blend strategy, creativity, and technology to elevate your brand and accelerate your business growth.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Zenbooks to accomplish?
Full Accounting Overhaul / Cleanup
SOPs for Bookeeping
Tax Advisory
SOLUTION
How did you find Zenbooks?
Referral
Why did you select Zenbooks over others?
High ratings
Close to my geographic location
Pricing fit our budget
Great culture fit
Good value for cost
Company values aligned
How many teammates from Zenbooks were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Monthly Bookkeeping
Taxation Services
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Zenbooks cleaned up years of messy books and got our financials in order. We can now do proper forecasting and make business decisions based on numbers we actually trust.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Zenbooks was responsive and easy to work with throughout the whole process. They delivered on time and never left us wondering where things stood.
What was your primary form of communication with Zenbooks?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
What stood out most was their depth of knowledge. They clearly knew their stuff, handled everything with confidence, and turned things around faster than we expected.
Are there any areas for improvement or something Zenbooks could have done differently?
None
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Medical Aesthetics Procurement Co
Accounting
Confidential
Mar. 2025 - Ongoing
5.0
Quality
4.5
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The team is progressive and embraces technology and innovation."
Mar 30, 2026
CEO, Aesthetics Alliance
Karim Merani
Medical
Ottawa, Ontario
1-10 Employees
Online Review
Zenbooks provides accounting services for a medical aesthetics procurement company. The team is responsible for setting up the client's system and offering ongoing bookkeeping support.
Zenbooks has helped the client with their year-end financial statements. The team has been attentive, provided great follow-up, and demonstrated a knowledgeable approach throughout the engagement. Moreover, Zenbooks' innovation and agility are also hallmarks of their performance.
BACKGROUND
Introduce your business and what you do there.
I'm the CEO of a company that provides procurement and business support for clinics practicing medical aesthetics.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Zenbooks?
We needed help managing our cash flow and streamlining our processes.
SOLUTION
What was the scope of their involvement?
Zenbooks has provided us with system setup, ongoing bookkeeping support, and accounting services. The team has also helped us with invoice reconciliation and management, payment solutions, and financials.
What is the team composition?
We've worked with 2–5 teammates from Zenbooks.
How did you come to work with Zenbooks?
I met Eric at a networking event. We chose Zenbooks over other options because they had high ratings, were a great culture fit, and offered good value for the cost.
What is the status of this engagement?
We started working with them in March 2025, and our engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Zenbooks has helped us with our year-end financial statements. This is our first year working with them, so we don't have any previous data to compare.
How did Zenbooks perform from a project management standpoint?
Zenbooks' project management is excellent. The team is attentive, has great follow-up, and is friendly. We communicate via virtual meetings.
What did you find most impressive about them?
Zenbooks is innovative, agile, knowledgeable, and overall excellent to work with. The team is progressive and embraces technology and innovation.
Are there any areas they could improve?
There's nothing we can come up with at this point.
RATINGS
5.0
Quality
4.5
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Event Design & Furniture Rental Co
"Zenbooks’ versatility, responsiveness, knowledge, and friendliness are impressive."
Mar 25, 2026
Mktg & Business Development, LouLou Lounge Furniture Rental
Sébastien Hanssens
Verified
Business services
Ottawa, Ontario
11-50 Employees
Online Review
Verified
Zenbooks provides accounting services for an event design and a furniture rental company. Their work includes payroll, tax return preparation, system setup and training, and fractional controller services.
Zenbooks has set up the client's preferred platforms, created workflows, and started tax planning. The team is responsive, knowledgeable, and friendly. However, the client has experienced a lack of visibility on ongoing tasks and projects, which has affected their project management.
BACKGROUND
Introduce your business and what you do there.
I’m the marketing and business development manager for LouLou Lounge Furniture Rental and Chic + Swell Event Design. We design and furnish event spaces in the National Capital Region, offering curated rentals, custom layouts, and seamless setup to make event planning easy and stylish.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Zenbooks?
We needed help managing the accounting for our two businesses, including advisory, tax strategy, and business financial strategy planning.
SOLUTION
What was the scope of their involvement?
Zenbooks provides accounting management, monthly bookkeeping, and live monthly Zoom reviews. The team also reconciles bank and credit cards, accounts receivable and payable, maintains data feeds, files HST, processes all Dext documents, and cash-codes remaining transactions. Their work covers two corporations and overhead allocation.Moreover, Zenbooks offers all-inclusive payroll services for eight full-time and three part-time employees. They run bi-weekly payrolls on Wagepoint, provide an employee self-service portal, review taxable benefits, and support hires, terminations, vacations, and deductions.Additionally, Zenbooks prepares and e-files T2 corporate tax returns, provides a one-hour review call, creates an installment schedule, answers up to three simple tax questions per year, and offers CRA letter advice. The team also consults with an investment advisor, analyzes salary versus dividend, and calculates home office and KM allowance.Furthermore, Zenbooks provides systems setup and training, recommends extra apps, and implements and integrates Dext and Plooto. The team also prepares T1 personal tax returns, provides a 0.5-hour review call, and offers expense and credit guidance.Moreover, Zenbooks offers fractional controller services, oversees billing, accounts receivable and payable, general ledger, inventory, and revenue recognition. The team also provides technical accounting research, supports month and year-end close, and offers management reports and KPIs.In addition, Zenbooks manages bi-weekly accounts payable, prepares an accounts payable listing every two weeks, initiates the first approval layer in Plooto, and batch processes for two entities. The team also offers comprehensive personalized tax planning, a holistic review of compensation, retirement, investment, estate, philanthropy, and insurance.
What is the team composition?
We work with 2–5 teammates from Zenbooks.
How did you come to work with Zenbooks?
Zenbooks was referred to me. I chose them over other options because of their high ratings and proximity to my geographic location.
What is the status of this engagement?
We started working with Zenbooks in August 2025, and our engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
We measure progress and success via an ongoing projects tracker that we update sporadically on our end to track tasks and project completion. So far, Zenbooks has set up Dext and Plooto, created a workflow with Victoria and the team, determined the process for accounts payable and receivable, set up cash flow statements, and started tax planning.
How did Zenbooks perform from a project management standpoint?
We communicate with Zenbooks via virtual meetings, emails, and messaging apps. The team delivers on time.
What did you find most impressive about them?
Zenbooks’ versatility, responsiveness, knowledge, and friendliness are impressive.
Are there any areas they could improve?
Their project management has some shortfalls. We lack visibility on ongoing tasks and projects, and I would like to have clear tracking of projects and tasks as included in the SOW and timeline of when they would be implemented. We’ve had to follow up a lot and felt like we didn’t have much visibility at times on the progress of implementing new projects.
Zenbooks provides accounting services for an amateur sports association. The team manages the client's payroll and bookkeeping and helps optimize processes.
Zenbooks has helped the client track accounts receivable and payable and submit audit documents. The team has great project management skills and delivers work on time. They communicate well and are always available. However, the client would like them to provide more French-speaking staff.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the general director of Soccer Lac St Louis
Describe what your company does in a single sentence.
Amateur sports association
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Zenbooks to accomplish?
Payroll
Bookkeeping
Help optimize processes
Ensure government remittances are paid on time
SOLUTION
How did you find Zenbooks?
Online Search
Why did you select Zenbooks over others?
Great culture fit
Good value for cost
How many teammates from Zenbooks were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Payroll
Bookeeping
Reporting
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Delay for payment. Ease of submitting audit documents. Tracking of AR and AP
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Good project management. Delivered on time. Need more French staff to communicate with QC companies.
What was your primary form of communication with Zenbooks?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Great communication and availability. They are polite and knowledgeable.
Are there any areas for improvement or something Zenbooks could have done differently?
More French staff. Better knowledge of QC laws. Ability to offer supplemental support in migration from legacy accounting software.
RATINGS
3.5
Quality
4.0
Service & Deliverables
Schedule
4.0
On time / deadlines
Cost
4.0
Value / within estimates
Willing to Refer
4.0
NPS
Bookkeeping Services for Reverse Sourcing Platform
AccountingFinance & Accounting Outsourcing (FAO)Tax Law
Confidential
Dec. 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I'm impressed with Zenbooks' skills, knowledge, professionalism, kindness in support, and solution-oriented approach."
Mar 19, 2026
Founder & CEO, Kehops
Philippe Boivin
Verified
Information technology
Quebec, Canada
11-50 Employees
Online Review
Verified
Zenbooks provides bookkeeping services for a reverse sourcing platform. The team's work includes end-of-year financial reports, tax declarations, and TPS declarations.
Zenbooks delivers high-quality work and on-time support. The team usually replies within 72 hours. Zenbooks is highly skilled, knowledgeable, and professional. Moreover, they are kind and solution-oriented. Overall, the engagement was successful.
BACKGROUND
Introduce your business and what you do there.
I'm the founder and CEO of Kehops, a reverse sourcing platform that simplifies how companies organize team-building and corporate activities.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Zenbooks?
We needed help with bookkeeping, end-of-month reporting, bank reconciliation, end-of-year reporting, payroll management, and financial auditing.
SOLUTION
What was the scope of their involvement?
Zenbooks provides bookkeeping services, including end-of-year financial reports, tax declarations, and TPS declarations.
What is the team composition?
We've worked with 2–5 teammates from Zenbooks.
How did you come to work with Zenbooks?
I know the founder of Zenbooks. We chose them because their pricing fit our budget, they offered good value for the cost, and they showed professionalism in their initial approach.
What is the status of this engagement?
We started working with them in December 2024, and the engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Zenbooks delivers on time and provides high-quality work and support. They usually answer within 72 hours, which we appreciate.
How did Zenbooks perform from a project management standpoint?
Zenbooks respects deadlines in most of the cases. We communicate via in-person meetings, virtual meetings, and emails or messaging apps.
What did you find most impressive about them?
I'm impressed with Zenbooks' skills, knowledge, professionalism, kindness in support, and solution-oriented approach.
Are there any areas they could improve?
I don't think there's anything they can improve on. Our communication has improved over time, and now it's all fine.
"I'm impressed with Zenbooks' quality, friendliness, timeliness, and attention to detail."
Mar 19, 2026
CEO, CashIO
Alex Ruddock
Verified
Financial services
Toronto, Ontario
1-10 Employees
Online Review
Verified
Zenbooks provides accounting, tax, and financial planning services for an AI-powered platform. The team delivers monthly financial reports, tax documents, and spending plans.
Zenbooks has completed the client's financials and tax filings accurately and on time. The team has also helped the client with faster month-end closing and filing-ready financials. Zenbooks' delivers items on time. The client is impressed with the team's quality and friendliness.
BACKGROUND
Introduce your business and what you do there.
I’m the CEO of CashIO, an AI-powered platform that streamlines client advisory services for accounting and CFO firms by automating period close, budgeting, forecasting, and transforming client data into actionable insights.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Zenbooks?
We needed help with accounting, tax, and fractional CFO services.
SOLUTION
What was the scope of their involvement?
Zenbooks provides bookkeeping, tax, and financial advice and planning services. The team delivers monthly financial reports, tax documents, and spending plans.
What is the team composition?
We work with 2–5 teammates from Zenbooks.
How did you come to work with Zenbooks?
We found Zenbooks through an online search. We chose them over other options because they were close to our geographic location, had a great culture fit, and had company values that aligned with ours.
What is the status of this engagement?
We started working with them in October 2024, and the engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Zenbooks has completed our financials and taxes with accuracy and timeliness. The team has also helped us with faster month-end closing and filing-ready financials.
How did Zenbooks perform from a project management standpoint?
Zenbooks' project management is good, and they deliver on time. We communicate via virtual meetings, emails, and messaging apps.
What did you find most impressive about them?
I'm impressed with Zenbooks' quality, friendliness, timeliness, and attention to detail.
Are there any areas they could improve?
I don't think there's anything they can improve on.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting Services for Commercial Real Estate Company
Finance & Accounting Outsourcing (FAO)
$10,000 to $49,999
Jan. 2023 - Ongoing
5.0
Quality
5.0
Schedule
4.5
Cost
5.0
Willing to Refer
5.0
"I'm very happy with the accountant who is assigned to our company."
Jul 19, 2023
Director, Commercial Real Estate Company
Anonymous
Verified
Real estate
Guelph, Ontario
1-10 Employees
Online Review
Verified
Zenbooks provides accounting services for a commercial real estate company. The team manages the client's bookkeeping requirements, including payroll. They've handled the client's 2022 corporate tax returns.
Thanks to Zenbooks' work, the client's bookkeeping is up to date, including reconciliations and payables, and year-ends have been filed on time. The team excels at project management with a smooth and efficient process. Moreover, they're tech-savvy and use off-the-shelf software effectively.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am a Director at a real estate company
Describe what your company does in a single sentence.
Manage a Commercial Real Estate Portfolio
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Zenbooks to accomplish?
Manage the day to day Bookkeeping
Completion of Annual Corporate Tax Returns
SOLUTION
How did you find Zenbooks?
Online Search
Why did you select Zenbooks over others?
Company values aligned
How many teammates from Zenbooks were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Zenbooks manages our bookkeeping requirements for our company which includes payroll. They have been very quick to create simplified processes. They also completed our Fiscal 2022 Corporate Tax returns
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Bookkeeping is up to date, reconciliations and payables all on time.
Year Ends were filed and completed on time
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management is very good. Deliverables are on time and process is smooth and efficient
What was your primary form of communication with Zenbooks?
Virtual Meeting
What did you find most impressive or unique about this company?
Zenbooks are tech savvy and have found off the shelf software to create streamlined processes. I'm very happy with the accountant who is assigned to our company. She makes it easy and She's super smart and organized.
Are there any areas for improvement or something Zenbooks could have done differently?
I can't think of any improvements at this time.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-10 of
10 Reviews
Our Story
Zenbooks was founded to change how business owners experience accounting. We saw too many entrepreneurs frustrated by reactive, year end service and unclear numbers. So we built a cloud based firm focused on clarity, responsiveness, and real partnership. Our team blends technology with real human support to help clients understand their finances, reduce stress, and make confident decisions as they grow.
Meet the Team
Eric SaumurePrincipal
Eric is a recognized Chartered Accountant (CA) and Chartered Professional Accountant (CPA) in the province of Ontario and is regularly quoted and interviewed for media, speaking and webinars.
Colin RobinsonPrincipal
Colin Robinson is a Principal at Zenbooks and co-founder of the firm. He began his accounting career with Ernst & Young, then moved to Zenbooks where he led our practice. He has helped reshape how small and medium sized businesses manage finances.
What Sets Us Apart
Cloud-native since 2015. Built for Xero and QBO
Never onboarded a desktop accounting client, so workflows, tools, and team are built for Xero and QBO rather than retrofitted from legacy practice.
Five specialized verticals:
professional services, SaaS and tech, marketing and creative agencies, e-commerce, and non-profits. Industry-specific benchmarks and tax positions, not generalist accounting.
Original Canadian SME research
The Technology in Accounting study (with Abacus Data) and the annual Zenbooks Financial Clarity Index mean the advice is informed by Zenbooks' own data on the Canadian market.
Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services.
If you’re not seeing exactly what you need here, send this company a custom message.
You can talk about your project needs, price, and timeline to get started on your project.
Get connected to see updates from Zenbooks like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.
