If you're stuck in the numbers, who's driving the business forward?

With expert support across bookkeeping, accounting, tax, CFO services, business value growth, and exit planning, we turn financial complexity into clarity, strategy, and growth.

5.0★ Google Rated

Trusted by 250+ clients

Bookkeeping, Tax, Accounting, and Advisory. All Under One Roof

The tools, the insights, the people, and the strategic guidance your business actually needs to move forward.

Bookkeeping

A financial picture you can actually make decisions from, every month, without wondering if the numbers are right.

Accounting

Timely financial reporting that shows true performance with clear insights and accuracy.

Tax

Year-round tax planning, CRA compliance, and proactive strategy so your tax position works in your favor.

CFO Services

Strategic guidance on cash flow, financial planning, and the decisions that drive profitability and real growth.

Value Growth

We help you strengthen the drivers of enterprise value so your business is worth more, whether you plan to sell or not.

Exit Planning

A successful exit often starts years before the transaction. We carefully align your goals so you leave fully on your terms.

Why Clients Trust Us

Clients Served

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Deep expertise across every Industry We Serve

Every industry runs differently. Our support is built around that.

Technology & SaaS

Revenue recognition, SR&ED credits, and investor reporting built for Canadian software and SaaS companies.

Healthcare

Corporation structuring, provincial billing reconciliation, and GST/HST compliance for Canadian healthcare professionals.

Construction

Job costing, holdbacks, and cash flow visibility aligned with how Canadian construction businesses actually operate.

Professional Services

Project profitability, partner compensation, and billing for Canadian consultancies, law firms, and agencies.

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Real Estate

Tax structuring, capital gains planning, and GST/HST strategy for Canadian investors and developers.

Non-Profits

Fund accounting, T3010 compliance, and grant reporting for Canadian non-profits and registered charities.

Built for every stage of your business

The right support, at the right stage, as your business grows.

Getting a business off the ground takes everything you have. The last thing you need is bookkeeping, tax, and financial reporting eating into the time and energy you need to grow. We handle the financial side so you can stay focused on what matters most.

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Small Businesses

Small businesses have enough to manage without financial complexity slowing them down. We take bookkeeping, accounting, and tax off your plate. And as you grow, we bring the advisory, strategic planning, and exit expertise to match your ambitions ahead.

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Mid-sized and Growing

When your business is growing fast, the financial complexity grows with it. We bring the structure, strategic oversight, and advisory depth you need to scale confidently, plan for what is ahead, and build a business worth significantly more over time.

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Certified Exit Planning Advisor (CEPA) certification supporting tax planning for companies

What Our Clients Are Saying

Real feedback from real business owners. We let the work speak.

“We were growing quickly, and our finance function was starting to fall behind.
Wefinx stepped in and took ownership across the board including accounting, CFO support, board reporting, and exit planning. It is not just that the work gets done. They are consistently thinking ahead and helping us stay prepared for what is next. My only regret is not bringing them in sooner.”

Martin Partila

Founder & CEO, WD Craftline

“When you are moving fast, uncertainty in the numbers becomes a real cost. Wefinx gave me something I did not realize I was missing: real confidence in the financial side of the business. Now when I am making decisions around hiring, spending, or pricing, I know what the business can actually support. That kind of clarity changes the way you lead.”

Ravi Inder Singh

Founder & President, AKKV Corporation

“What stands out after years with Wefinx is that the entire team understands our business, not just one person. Their accounting, tax, and CFO services are handled by experts in each area who collaborate. This coordinated approach ensures consistency, reliability, and support across all aspects, making it far more valuable and harder to find than we initially expected.”

Elias Dabbagh

Founder & CEO, Plethora Enterprises Inc

“Our first serious CRA review came out of nowhere, and I was nervous. Wefinx had kept everything so clean and well documented that when the time came, there was nothing to scramble for. The review wrapped up faster than expected, and we
came out with no issues. That was the moment I really understood the value of having the right accounting team behind you.”

Steven Pimentel

CEO, Shield Kings Inc

“We switched from our old accountant to Wefinx for all accounting and tax needs, and it was one of the smartest decisions we made. They restructured our OpCos and HoldCo, streamlined everything, and ensured smooth operations. With proactive tax planning and personalized support, they keep expanding their role as we grow, without me ever having to worry.”

Ron Kulla

Founder & President, Halton Transmission

    
 
 
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   Elias Dabbagh 
 
 
 
  What stands out after several years with Wefinx is that the whole team knows our business, not just the person managing our file. Accounting, tax, and CFO support are all handled by people who are genuinely strong in their area, and they work together well. That kind of joined-up support is harder to find than it should be.
  
 
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   Ravi Dhaliwal 
 
 
 
  When you are moving fast, uncertainty in the numbers becomes a real cost. Wefinx gave me something I did not realize I was missing: real confidence in the financial side of the business. Now when I am making decisions around hiring, spending, or pricing, I know what the business can actually support. That kind of clarity changes the way you lead
  
 
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   Justin Caple 
 
 
 
  Professional, easy to work with. The Wefinx team has us covered and I fully trust their direction and advice. thank you !!
  
 
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   WD Craftline 
 
 
 
  “We were growing quickly, and our finance function was starting to fall behind. Wefinx stepped in and took ownership across the board including accounting, CFO support, board reporting, and exit planning. It is not just that the work gets done. They are consistently thinking ahead and helping us stay prepared for what is next. My only regret is not bringing them in sooner.”
  
 
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   Vaso Pecer 
 
 
 
  Sameer was amazing and easy to work. He is fast and reliable and took the time to answer any questions I had. He has been handling my taxes for a few years now and I wouldn't want to work with anyone else.
  
 
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   Zach Beasley 
 
 
 
  amazing team and group of professionals. look no further for all your tax needs.
  
 
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   Matthew A 
 
 
 
  WeFinx has taken care of my business accounting needs for over 3 years and has always been efficient, reliable, and professional.
  
 
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   Gaston Queirolo 
 
 
 
  I originally started working with Sam for corporate accounting, but the relationship quickly went beyond that. As a realtor, I often deal with complex financial questions, and their team has helped me with key analysis that directly impacted real decisions, both for my own business and for my clients.

They’ve supported me on business-for-sale files, helped make sense of valuations, and provided practical advice that I could actually use, not just theory. Having accountants who understand how transactions really work has made a real difference in how I advise my clients.

Professional, responsive, and genuinely invested in getting things right. I highly recommend WEFINX to business owners and professionals who need more than basic accounting.
  
 
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   Christopher Higashi AMP 
 
 
 
  Sam Khoury of WEFINX is the absolute best CPA ive ever had the pleasure of working with. Mr Khoury knowledge, expertise and professionalism should be the industry standard, but its his honesty, integrity, advice and commitment to improve your financial bottomline that makes him my top and only choice to do my taxes year in and year out. I have been through many horror stories with accountants in the past and observe that they dont fully investigate issues or are late with returns or are disconnected/outdated with government  tax protocols, programs, incentives or dont fully explain the reasonings or objectives behind filing a certain way, but not Sam. I will not work with anybody other then Sam Khoury of Wefinx, he's just that valuable to me and my family! You are in the best hands with Sam of Wefinx, you wont regret it. I stake my name on it and Ive referred all my clients to him with nary a complaint! Bravo Sam! Keep up the great work!

Know exactly where your business stands

Most business owners don’t lack effort. They lack clear financial visibility. This free assessment gives you an objective, advisor-level view of how your financial systems, reporting, and decision-making stack up today. In under 5 minutes, you’ll know:

Our Process

You’ll always know what comes next

Discovery and assessment

No commitment. Just a straight conversation.

We start with a focused 30-minute call with a senior member of the Wefinx team. The goal is to understand your business, how your finances are being handled today, and where you need the most support.

We want to hear how the business works, what feels unclear or frustrating, where you need better visibility, and what you are working toward. If we are a strong fit, we will show you exactly what the next step looks like. If we are not, we will tell you and point you in the right direction.

Outcome: A clear fit assessment, a shared understanding of your needs, and a defined next step

Scoping and proposal

Everything clear before anything starts.

If there is a strong fit, we put together a tailored proposal that clearly outlines the scope of work, responsibilities, timelines, and pricing. We walk through it with you before anything starts, so you know exactly what is covered, how the relationship works, and what to expect.

No hidden complexity. No unnecessary extras. Just a clear agreement that sets the engagement up properly from the start.

Outcome: A tailored proposal, transparent pricing, and confidence in the path forward

Onboarding and setup

Your team arrives briefed, not introduced.

Once everything is confirmed, we introduce you to the Wefinx team supporting your account. Your team comes in fully briefed. You are not repeating yourself or filling out the same forms twice.

We gather access, collect key documents, and take a close look at your books, systems, and chart of accounts. This is where the foundation gets built, giving us the context we need to set priorities and start the engagement properly.

Outcome: A smooth handoff, a clear understanding of your business, and a strong foundation for the work ahead

Ongoing proactive support

Reach us anytime. We will reach you first.

Once the foundation is in place, we move into regular proactive support. Depending on scope, we connect weekly, bi-weekly, monthly, or quarterly, staying close enough to the numbers and the business to remain useful and relevant.

These are not status calls. We review compliance items, financial performance, KPIs tied to your goals, and issues worth flagging early. Over time, the relationship deepens and so does the value.

Outcome: Timely financials, proactive advice, and a finance partner who stays close to the business

Deliver and grow

Consistent value, every month.

Once fully onboarded, the engagement moves into a steady cadence of proactive financial support. Month over month, the work compounds: cleaner processes, sharper visibility, better decisions, and a business that is more valuable than it was the year before.

This is not a set-and-forget arrangement. We stay engaged, flag what matters, and grow alongside the business.

Outcome: A finance function that improves over time and a team invested in where your business is headed

Stronger Business Value

Clarity that drives results

Learn how Wefinx transformed a growing healthcare business

You’ll always know what comes next

Latest Articles

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Exit Planning

Ready to build a stronger business?

Book a free consultation and find out exactly where your business stands financially, what is working, what needs attention, and what the right next step looks like.