Focus on growth.
We’ll balance the books.
Outsource your accounting needs to us and partner with highly-qualified chartered accountants for a fraction of the cost. Save up to 60% on your finance team’s payroll without compromising on expertise or quality.
ACCA Certified
60% More Affordable
Trackable Process
Dedicated Account Manager
Scale Easily
ACCA Certified
60% More Affordable
Trackable Process
Scale Easily
Dedicated Account Manager
How It Works
We integrate seamlessly into your operations, ensuring smooth, secure access to your financial data and dedicated support every step of the way.
01
Consult
Choose your preferred 30-minute consultation slot online. During this call, we’ll outline your tailored service plan—ad hoc, part-time, or full-time—and recommend an accountant level that aligns with your needs.
02
Onboard
Our offshore team contacts you to finalize your plan and set up next steps. We’ll confirm job roles, your preferred software, and SOPs for a smooth transition. Work begins on EST, just like an in-house team.
03
Connect
You can share your data with our accountants through various secure channels, including Dropbox, Google Drive, Hubdoc, Expensify, or our Obox Portal, ensuring smooth and secure access.
04
Access
Our accountants use secure logins access cloud-based software or connect remotely to desktop applications. Backup files can be uploaded through the Obox Portal as needed.
05
Deliver
Connect directly with your team via Skype, Slack, Teams, or Obox’s portal. Expect seamless handling of bookkeeping, AR/AP, payroll, tax returns, custom reporting, cash flow analysis, and finance consulting.
06
Monitor
View timesheets and expenses through TSheets or Obox Portal for full transparency into ongoing work. Adjust hours as needed for optimal efficiency and ensure the best use of our resources.
Our Staff Expertise
Unlock your business potential with Obox’s expert team, delivering tailored financial solutions that ensure seamless management and unmatched support across all your accounting needs.
Bookkeeping
Obox Solution partners with accounting firms to manage client bookkeeping portfolio using tools like QBO, Xero, Sage, Dext, and Hubdoc. Our expert team handles data capture, reconciliation, and reporting, ensuring accuracy and efficiency across your client accounts. We enable your firm to focus on client relationships and strategic growth while we manage the day-to-day bookkeeping.
AR / AP Management
Obox Solution optimizes AR/AP management for mid-market businesses using tools like QBO, Xero, SAP Business One, and Microsoft Dynamics. From invoicing to payment tracking and vendor management, we ensure seamless processes to enhance accuracy, cash flow, and overall efficiency in cashflow management
Payroll Management
Obox Solution provides expert payroll management tailored to Canadian businesses, utilizing trusted software like Wagepoint and Ceridian Dayforce to ensure accurate payroll processing, compliance with local regulations, and efficient handling of tax filings and deductions. We streamline operations, reduce errors, and help businesses focus on growth.
Preperation Sales Tax Return
Obox Solution provides accounting firms with expert preparation of HST/GST returns for Canadian businesses. Using advanced software like QuickBooks and ProFile, combined with in-depth knowledge of Canadian tax laws, we ensure compliance and accuracy. Our team stays updated on changing regulations to minimize errors and penalties for your clients.
Preperation of Financial Statements
Obox Solution provides accounting firms with expert preparation of financial statements, including year-end accounts, compilation, and review engagements for Canadian clients. Using tools like CaseWare (desktop and cloud) and Countable, we ensure compliance with ASPE standards and CPA requirements for review and compilation engagements, delivering accurate and timely financial reports for your clients.
Preperation of Tax Returns
Obox Solution provides accounting firms with expert tax return preparation for Canadian clients, specializing in personal tax (T1), corporate tax (T2), and filings for various types of organizations, including partnerships (T5013) and GST/HST returns. Using tools like ProFile and TaxPrep, we ensure compliance and accuracy, delivering timely returns and minimizing errors for your clients.
Apps & Automation
Our breadth of application and automation expertise is unparalleled in the industry’s outsourcing providers.
Our Accountants
As per your budget plan and the skill-set you require from your virtual accountant, you can choose a junior, mid, or senior level accountant.
| Skill Sets | Junior | Intermediate | Senior | P-M Managed |
|---|---|---|---|---|
| Bookkeeping and Bank Reconciliation | ✔ | ✔ | ✔ | ✔ |
| AR / AP Management | ✔ | ✔ | ✔ | ✔ |
| Payroll Management | ✔ | ✔ | ✔ | ✔ |
| Catch-up Bookkeeping Jobs | X | ✔ | ✔ | ✔ |
| Year-End Bookkeeping Clean-UP and Review | X | ✔ | ✔ | ✔ |
| HST/GST/PST/QST Tax Returns Prepration and Filling | X | ✔ | ✔ | ✔ |
| Periodic Management Accounts Prepration | X | ✔ | ✔ | ✔ |
| CRA Reporting: RP, RC & RT Accounts; T-Sliips, WSIB & ROE's | X | X | ✔ | ✔ |
| Year End Company Accounts and Working Papers | X | X | ✔ | ✔ |
| Compilation and Review Engagements for CPA's | X | X | ✔ | ✔ |
| Corporate and Personal (T1 & T2) Tax Returns Prepration | X | X | ✔ | ✔ |
| Controller : Analysis / Reporting of Financial Health | X | X | X | ✔ |
Bookkeeping
Obox Solution partners with accounting firms to manage client bookkeeping portfolio using tools like QBO, Xero, Sage, Dext, and Hubdoc. Our expert team handles data capture, reconciliation, and reporting, ensuring accuracy and efficiency across your client accounts. We enable your firm to focus on client relationships and strategic growth while we manage the day-to-day bookkeeping.
AR / AP Management
Obox Solution optimizes AR/AP management for mid-market businesses using tools like QBO, Xero, SAP Business One, and Microsoft Dynamics. From invoicing to payment tracking and vendor management, we ensure seamless processes to enhance accuracy, cash flow, and overall efficiency in cashflow management
Payroll Management
Obox Solution provides expert payroll management tailored to UK businesses, utilizing trusted software like Sage Payroll and BrightPay to ensure accurate payroll processing, compliance with local regulations, and efficient handling of tax filings and deductions. We streamline operations, reduce errors, and help businesses focus on growth.
Preperation Sales Tax Return
Obox Solution provides accounting firms with expert preparation of VAT returns for UK businesses. Using advanced software like Sage and TaxCalc, combined with in-depth knowledge of UK tax laws, we ensure compliance and accuracy. Our team stays updated on changing regulations to minimize errors and penalties for your clients.
Preperation of Financial Statements
Obox Solution provides accounting firms with expert preparation of financial statements, including year-end accounts and financial compilation engagements for UK clients. Using tools like CaseWare and QuickBooks, we ensure compliance with FRS 102 standards, delivering accurate and timely financial reports for your clients.
Preperation of Tax Returns
Obox Solution provides accounting firms with expert tax return preparation for UK clients, specializing in Self Assessment tax returns, Corporation Tax returns, and filings for various types of organizations. Using tools like TaxCalc and Iris, we ensure compliance and accuracy, delivering timely submissions and minimizing errors for your clients.
Apps & Automation
Our breadth of application and automation expertise is unparalleled in the industry’s outsourcing providers.
Our Accountants
As per your budget plan and the skill-set you require from your virtual accountant, you can choose a junior, mid, or senior level accountant.
| Skill Sets | Junior | Intermediate | Senior | P-M Managed |
|---|---|---|---|---|
| Bookkeeping and Bank Reconciliation | ✔ | ✔ | ✔ | ✔ |
| AR / AP Management | ✔ | ✔ | ✔ | ✔ |
| Payroll Management | ✔ | ✔ | ✔ | ✔ |
| Catch-up Bookkeeping Jobs | X | ✔ | ✔ | ✔ |
| Year-End Bookkeeping Clean-UP and Review | X | ✔ | ✔ | ✔ |
| VAT Returns Prepration | X | ✔ | ✔ | ✔ |
| Periodic Management Accounts Prepration | X | ✔ | ✔ | ✔ |
| Self Assessment Tax Returns Preperation | X | ✔ | ✔ | ✔ |
| Year-End Company Accounts and Working Papers | X | X | ✔ | ✔ |
| Company & Partnership Tax Returns | X | X | ✔ | ✔ |
| Controller : Analysis / Reporting of Financial Health | X | X | X | ✔ |
Bookkeeping
Obox Solution partners with accounting firms to manage client bookkeeping portfolio using tools like QBO, Xero, Sage, Dext, and Hubdoc. Our expert team handles data capture, reconciliation, and reporting, ensuring accuracy and efficiency across your client accounts. We enable your firm to focus on client relationships and strategic growth while we manage the day-to-day bookkeeping.
AR / AP Management
Obox Solution optimizes AR/AP management for mid-market businesses using tools like QBO, Xero, SAP Business One, and Microsoft Dynamics. From invoicing to payment tracking and vendor management, we ensure seamless processes to enhance accuracy, cash flow, and overall efficiency in cashflow management
Payroll Management
Obox Solution provides expert payroll management tailored to US businesses, utilizing trusted software like Gusto and ADP to ensure accurate payroll processing, compliance with local regulations, and efficient handling of tax filings and deductions. We streamline operations, reduce errors, and help businesses focus on growth.
Preperation Sales Tax Return
Obox Solution provides accounting firms with expert preparation of sales tax returns for US businesses. Using advanced software like Avalara and TaxJar, combined with in-depth knowledge of US tax laws, we ensure compliance and accuracy. Our team stays updated on changing regulations to minimize errors and penalties for your clients.
Preperation of Financial Statements
Obox Solution provides accounting firms with expert preparation of financial statements, including year-end accounts, compilation, and review engagements for US clients. Using tools like CaseWare and QuickBooks, we ensure compliance with GAAP standards and AICPA requirements for review and compilation engagements, delivering accurate and timely financial reports for your clients.
Preperation of Tax Returns
Obox Solution provides accounting firms with expert tax return preparation for US clients, specializing in personal tax (1040), corporate tax (1120, 1120S), and filings for various types of organizations, including partnerships (1065) and nonprofits (990). Using tools like Intuit Tax Online and UltraTax, we ensure compliance and accuracy, delivering timely returns and minimizing errors for your clients.
Apps & Automation
Our breadth of application and automation expertise is unparalleled in the industry’s outsourcing providers.
Our Accountants
As per your budget plan and the skill-set you require from your virtual accountant, you can choose a junior, mid, or senior level accountant.
| Skill Sets | Junior | Intermediate | Senior | P-M Managed |
|---|---|---|---|---|
| Bookkeeping and Bank Reconciliation | ✔ | ✔ | ✔ | ✔ |
| AR / AP Management | ✔ | ✔ | ✔ | ✔ |
| Payroll Management | ✔ | ✔ | ✔ | ✔ |
| Catch-up Bookkeeping Jobs | X | ✔ | ✔ | ✔ |
| Year-End Bookkeeping Clean-UP and Review | X | ✔ | ✔ | ✔ |
| Sales Tax Returns Preperation | X | ✔ | ✔ | ✔ |
| Periodic Management Accounts Prepration | X | ✔ | ✔ | ✔ |
| Year End Company Accounts and Working Papers | X | X | ✔ | ✔ |
| Corporate and Personal Tax Returns Prepration | X | X | ✔ | ✔ |
| Controller : Analysis / Reporting of Financial Health | X | X | X | ✔ |
Certified Chartered Accountants
Our accountants undergo a rigorous selection process, including comprehensive training and continuous professional development, ensuring quality meets the highest industry standards.
90-Day Training
Junior accountants undergo 90 days of intensive training and testing, shadowing an experienced accountant.
90-Day Assessment
For 90 days, individuals practice under a senior accountant, monitored by Practice Managers to assess progress.
Selection Process
Only those who meet our standards are qualified for junior-level roles and prepared for live work.
Report To You
Clients have full visibility through tracking tools, allowing real-time activity monitoring and detailed reporting.
Data Security
We prioritize your data security with advanced encryption and compliance with global standards, ensuring your sensitive information is always safe and secure. Key aspects of our security framework include:
Risk Management
Identifying and mitigating data risks
Access Control
Restricting access to authorized personnel
Data Encryption
Securing data in transit and at rest
Incident Response
Quickly addressing potential breaches
Ongoing Monitoring
Regular audits and continuous security checks
Companies That Trust Us
Trusted by businesses across various industries, we’ve helped companies streamline their financial operations and achieve measurable results.
Charles Wah
Gateway Group
“We have been working with Obox Solution for our bookkeeping needs for the past 8 months. Their team is professional and knowledgeable and they have consistently gone above and beyond to ensure our financial records are accurate and up-to-date. I would recommend Obox Solution to anyone looking for reliable and efficient bookkeeping services.”
Fatimah Aftab
Forest Hill Spa
“Obox Solutions has been an absolute game-changer for our spa! Their meticulous attention to detail and expert handling of our bookkeeping and accounting needs over the past four years has been nothing short of exceptional. From day one, they’ve consistently delivered top-notch service, ensuring our financial records are accurate and organized. Their team’s professionalism, efficiency, and proactive approach have truly set them apart. We couldn’t be happier with their services and highly recommend Obox Solutions to any business in need of reliable bookkeeping and accounting support. You will not be disappointed!”
Jessica Hearsey
Altitude Accounting
“Obox Solutions Ltd. has been amazing to work with! I have a dedicated bookkeeper who takes care of collecting information and posting everything into QBO for us. He is always on top of his work, understands his role and asks great questions. There is also a team lead that supports my bookkeeper and regularily communicates with me to ensure I am happy and aware of how things are going.
I highly recommend working with Obox if you are looking to make your life easier!”
Zain Tapal
Lazy Barista
“OBOX has been an invaluable partner for our business, handling our payroll, taxes, and administrative tasks with utmost professionalism and efficiency. Their team is incredibly prompt and responsive, always ensuring that our needs are met in a timely manner. I would recommend OBOX to anyone seeking accounting services. Their expertise and dedication have made a significant positive impact on our operations.”
Kyle Iwanonkiw
Squared Up Ledgers
“I have worked with Obox for several years now. They are professional and courteous and have been a valuable asset to my company. I would recommend them highly”
Curtis Priest
Pixel Carve
“Obox has been a game-changer for us. Their dedication, expertise, and ability to adapt to our specific requirements have proven to be invaluable. We couldn’t be more pleased with the partnership and the immense benefits it has brought to our company.”
Frequently Asked Questions
Got questions? We have the answers.
Data Security – How do I know that my data, and that of my clients, is secure?
Let us look at some of the features of our working model that address your concerns about data security:
- ACCA-CPA Affiliates – Each one of our Accountants is an affiliate of a Chartered Accountant professional body from the UK (ACCA). There is a set code of conduct that needs to be followed with regard to client data management and any deviation can result in the affiliation being revoked.
- Two-way non-disclosure contract – You are going to be entering into a contract with a Canadian company with strict non-disclosure terms and data protection is supported with some of the toughest SLA’s as well as adhering to strict employee covenants backed by the ACCA.
- Professional Data Security Insurance – Obox Solution is insured for Data Protection in Canada.
- Multi-layer Bank-grade security portals and system – Our servers are software protected to allow no local transfers, downloads or backup creation.
- Remote Desktop Access Option – We can log on to your systems to work. No files leave the office, no data is being exchanged. We are just virtually coming into your office and doing the work on your systems.
Which accounting software do we use for bookkeeping and accounting?
Our pool of resources in the Canadian department is proficient in the following Bookkeeping and Tax Software:
Software
Excel
Quickbooks Online
Quickbooks Desktop
Xero
Sage 50
Clio
Papers Software
Profile
QBO Working Papers
Caseware
Tax Cycle
Software
Hubdoc
Receipt Bank
T-Sheet
JetPack
Workflow Max
Plooto
Bill.com
What are the qualifications, experience, and expertise of a potential accountant?
All our Accountants are ACCA and have up to 10 years of Accounting Experience with upto 5 years of experience working with Canadian Accounting Firms. Accounting expertise:
- Bookkeeping and Reconciliations – (Cloud and Desktop)
- Management Accounts
- Year-End Corporate Accounts
- HST/GST Returns
- Financial Reporting
- Payroll
How does the virtual accountant model work and how do we measure productivity?
Your virtual accountant at Obox Solution works 8:00 am to 5:00 pm Eastern Standard Time to give you a live working/engagement experience. Obox Solution fully customizes the experience as per your needs. If you’re not using the Management Portal by Obox or Remote Desktop at your office location to manage the service, you can communicate live via communication software such as Skype, Slack, and Teams or Management software such as Jetpack, WorkflowMax etc. You can even manage the whole experience via emails if you prefer. Communication includes instructions, job reviews and deadlines from your side along with queries and job updates from the virtual accountant’s side.
Timesheets are used to clock hours either through www.tsheets.com or through the Obox Management Portal. This will give you reports of the hours being spent on each of your Clients allowing you to gauge exactly how much time and money is being spent on each job. We set high standards of productivity and we let you gauge what’s acceptable and even allow requests to reduce the number of hours where you feel too much time has been spent.
Contractual Flexibility – What kind of contract am I going to sign?
We have a fixed fee for one year, however, you would be entering into a month to month contract which allows you to opt out of the service at a 30-day notice in the first year and a 60-day notice in the second year. Prices are revised at the end of each year in accordance with the experience level outlined in the Fee schedules which we will share with you before we begin working together.
If you require us to change working models between part-time, full-time and ad hoc, you can do that within up to 10 days with a simple phone call or email to the area manager of the service.
What's holding you back?
Ask for a free consultation and trial of our service now. Many firms denounce outsourcing having heard from others about bad experiences. One wouldn’t denounce working with accounting firms just because they’ve had a bad experience with one. What we can say is, as with every service, there is a way of fixing the kinks and working in an organised manner. We have spent years perfecting our hiring and training systems, developing our own technology for management and most importantly, adhering to our motto of “Under Promise, Over Deliver.”
Along with your free consultation, you can ask to speak to one of our existing clients to reassure yourself that we are walking the walk.