Zenbooks

Zenbooks is a cloud-based bookkeeping, accounting and fractional finance firm based in Ottawa, Ontario. It works with founders of small and mid-sized businesses, generally those with $1M to $10M in annual revenue, in Canada, the United States or both, covering day-to-day books, tax compliance, payroll and finance advisory.

The firm positions itself between entry-level bookkeepers and the cost of a corporate CFO. Work begins with a Financial Clarity Assessment that shows where reporting and cash-flow visibility break down. Onboarding then typically takes two to four weeks and includes setting up Xero, QuickBooks Online, Dext and Plooto. After that, accountants handle the books while a Zenbooks director or manager reviews the work each month, and clients receive weekly, monthly or quarterly reports paired with a conversation about what is changing.

• Accounting: bookkeeping, account reconciliation, catch-up accounting during onboarding, HST or GST filing periods aligned to the fiscal year
• Taxes: corporate tax filings within an ongoing monthly engagement, two tax meetings a year, CRA payments made on the client's behalf and audit handling
• Payroll: managed as a separate service covering benefits, payroll tax calculations and CRA forms
• Advisory: controllership, budgeting support, cost control, cash flow projections, forecasts and custom management reporting
• Fractional CFO: ongoing finance leadership without a full-time hire, with KPI tracking and profitability analysis by job or department as the business grows
• Software stack: certified in Xero and QuickBooks Online, plus Dext for receipt capture and Plooto for payables and receivables

Zenbooks serves e-commerce companies, SaaS businesses, professional services firms, non-profits, and marketing and creative agencies.

According to its website, the firm manages about 300 Canadian client accounts and reported 93% client retention in the twelve months ended July 31, 2026. It names itself a 2026 Xero finalist and says its team is entirely Canadian with no offshore outsourcing. Zenbooks belongs to the Ottawa Board of Trade, CFIB and the Canadian Queer Chamber of Commerce, and publishes the Zenbooks Financial Clarity Index, a national benchmark of small business financial management. Services from Zenbooks Tax Services Professional Corporation follow CPA Ontario standards, and consultations are offered with Eric Saumure, CPA, CA. Pricing is set through monthly packages published on its pricing page.