Our Solutions
We have designed service plans that meet the requirements of Accounting Firms as per their size and the different operational methods they engage in.
Full-Time Virtual Accountant
Full-time dedicated resource working all business hours of the client.
- One or more dedicated virtual employee(s)
- 40 hours a week per virtual employee
- Pay monthly after completion of month
- 14 annual paid leaves per employee
- Direct communication and management
- Select from 3 experience levels: junior, mid-level, and senior
Capped Fixed Hours Services Plan
Dedicated resource working fixed weekly hours as requested by client.
- One part-time designated virtual employee
- 10+ hours a week (fixed monthly cap)
- Pay monthly after completion of month
- 14 annual unpaid leaves – no backup
- Direct communication and management
- Select from 3 experience levels: junior, mid-level, and senior
PM Manager-Led Services Plan
Premium plan led by a Practice Manager tailored to client’s needs.
- 10-200 hours per week with a designated virtual team lead by a PM
- Option between full time or fixed hours
- Pay monthly after completion of month
- No annual leaves - backup provided
- Communication and management lead by a practice manager
- All experience levels inclusive in one service deployment
Comprehensive Accounting Services Tailored for Mid-Market Businesses
At Obox Solution, we understand that mid-market businesses need more than just standard accounting services. You need a strategic partner who can offer tailored financial insights, seamless integration, and secure, reliable data management.
Accounts Payable Management
We cover all aspects of handling your payments, including invoice processing, payment scheduling, and vendor management; we streamline these processes to ensure timely payments and efficient vendor relationships.
Credit Control Management
Effective management of your finances by optimizing the entire credit process, reducing risk, and enhancing financial stability.
Financial Reporting & Analysis
Technology & Automation Integration
We seamlessly integrate the latest technology and automation tools into your accounting processes.
Data Security & Compliance
We ensure top-tier data security through certified encryption protocols and strict compliance with industry regulations.
Accounts Recieveable Management
We handle invoice generation, payment tracking, and customer reconciliation. We help ensure timely payments and maintain accurate records, streamlining your cash flow management and improving customer relations.
Join hundreds of Mid-Market businesses scaling their operation with Obox’s expert accountants.
Certified Data Security & Compliance
We understand that data security is a big concern for mid-market businesses which is why it’s our top priority. Our team is certified in the latest data protection protocols, ensuring that your financial information is safeguarded with top-tier security measures. (SOC 2 & ISO 27001 Certified)
Industry Expertise + Instant Integration
We specialize in working with mid-market businesses across various sectors, including real estate, manufacturing, retail, and technology. Our team is fully trained and experienced in the most ERP and accounting software, allowing us to integrate seamlessly with your existing systems—no downtime, no learning curve.
Tailored Solutions
Our services are flexible and scalable, adapting to your evolving business needs. Whether you’re expanding to new markets or scaling your team, we ensure your financial management remains streamlined and efficient.
Superior Expertise
Our accountants bring unmatched expertise and adaptability, ensuring they integrate smoothly into your existing processes. Trained to handle complex financial operations with precision, they become an extension of your team.
Value Driven
We believe that exceptional service shouldn’t come with a high price tag. Our value-driven approach ensures you receive top-tier financial management from certified experts, tailored to your business needs, all at a cost that maximizes your ROI.
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.