Delegate Books runs the full accounting function for growing businesses, and works white-label behind CPA and EA firms. Bookkeeping, payables, payroll, month-end close, reporting and fractional CFO, all on one fixed monthly fee. You keep control and the final sign-off.
Run your company's books directly, or work white-label behind your practice. Same checklists, same review, same accountable founder.
Startups, SMBs and growing companies get a full finance function, from daily bookkeeping to controller-level close and CFO reporting, for less than one in-house hire.
Add capacity without adding headcount. We prepare under your brand, inside your systems. You review, sign and keep the client relationship.
Every month runs on the same documented path, with tie-outs at each step and judgement calls flagged to you, never guessed.
Receipts, bills and bank feeds pulled in automatically
Every transaction coded to the right account and class
Bank, card and balance-sheet accounts tied to the cent
Accruals, prepaids and adjustments on a fixed calendar
P&L, balance sheet, cash flow and KPIs in plain English
One accountable contact across every service line. Tax work is preparation support: a licensed CPA or EA (US) or CPA (Canada) reviews, signs and files.
Bookkeeping, AP/AR, payroll support, close and reporting run as your finance team on a fixed monthly fee.
Monthly books in QuickBooks Online, Xero or NetSuite, plus catch-up for months or years behind.
Accruals, prepaids, fixed assets and every balance-sheet reconciliation, closed on a set calendar.
1040, 1120, 1120-S, 1065, 1099, T1, T2 and GST/HST workings, review-ready for the licensed preparer.
Payroll runs, remittances, T4s, ROEs, W-2s and 1099s, plus year-end workpapers and fixed-asset registers.
Budgets, rolling forecasts, 13-week cash-flow models, KPI dashboards and board packs.
Control narratives, RCMs, testing workpapers and ISO/SOC 2 readiness, delivered as management-side support.
US LLC and C-corp formation, Canadian incorporation, EIN, ITIN and CRA business-number support.
Lender-grade financials, projections and application packages, plus covenant reporting once funded.
Illustrative only: a fully loaded in-house accountant versus a Delegate Books monthly engagement. Your real quote depends on volume and complexity.
Delegate Books is the accounting practice of TruWealth Financial Inc., an Ontario corporation. Nishant leads every engagement and personally reviews each deliverable before it reaches you.
Quoted in writing after a short scoping call. Switch models as your volume changes.
A 30-minute call to map your software and workflow. NDA signed before any file moves.
One month of books or a few returns at a fixed price. You grade the output.
Close calendar, checklists and access set up inside your own systems.
Move to a monthly retainer or seasonal volume. Same-day revisions throughout.
Yes. Many clients use Delegate Books as their outsourced accounting department, on a fixed monthly fee. For tax returns we prepare tax-ready books and workpapers and work alongside your CPA or EA, who reviews, signs and files.
Always a licensed professional, never us. We prepare; a licensed CPA or EA (US) or CPA (Canada) reviews, signs and files. For firms that's you; for businesses it's your own CPA or EA, and we coordinate with them directly.
Wherever possible we work inside your own systems through access you grant and can revoke, so data never leaves your environment. Where files must move, transfer is encrypted, nothing is kept after the engagement, and everything runs under a signed NDA.
No. Engagements are led and reviewed by the founder, with delivery supported by a vetted bench of specialists assembled per engagement, each under back-to-back NDA and non-solicitation terms.
Businesses typically pay a fixed monthly fee scaled to transaction volume. Firms choose per-return pricing or a dedicated preparer. Everyone can start with a fixed-fee pilot, and every engagement is quoted in writing first.
Tell us your software, your volume and what's taking up your team's time. We reply within one business day with a scoped pilot proposal.