- 2115 S Service Rd W, Oakville, ON L6L 5W2, Canada
- (289) 860-2221
At Cloud Booksy, we provide fully managed bookkeeping, accounting, payroll, and CFO services designed specifically for digital marketing agencies across Canada. We understand the challenges that agencies face, whether it is project-based billing, managing contractors, or navigating fluctuating cash flow. Our team ensures your books are accurate, your payroll runs smoothly, and your taxes are planned proactively, so you can focus on scaling your agency.
Financial Services
Running a marketing agency comes with unique financial complexities. From ad spend tracking to subscription-based tools, your finances need more than just basic bookkeeping. Without specialized accounting, you risk unclear profitability, late filings, or overpaying in taxes.
Cloud Booksy gives you clarity and control by handling the numbers behind your business. We help you see which campaigns are profitable, streamline payroll for both employees and contractors, and provide the insights you need to make confident growth decisions.
We track and categorize every expense such as software, ad spend, team costs, and subscriptions so your financial data is accurate and organized. With clear reporting, you will know exactly which clients and campaigns generate the most profit.
We build year-round tax strategies that reduce your liabilities and keep you compliant with CRA and IRS requirements. From sales tax and payroll filings to maximizing deductions, we handle it all so tax season is stress free.
Our CFO support gives you financial leadership without the cost of a full-time hire. We provide cash flow forecasting, budgeting, KPI tracking, and profitability analysis to help you make smarter business decisions.
Agencies often juggle a mix of full-time employees and freelancers. We manage payroll seamlessly, ensure correct worker classification, and handle multi-location compliance so you stay efficient and compliant.
Why Choose US
We know the financial nuances of your industry such as campaign reporting, ad spend tracking, and subscription-heavy expenses. Our processes are designed around how agencies actually operate.
Access your financials anytime, anywhere. Our cloud-based systems integrate with the tools you already use, giving you real-time insights into cash flow and profitability.
You get a dedicated team that responds quickly and provides strategic advice, not just bookkeeping. From simple questions to big-picture planning, we are with you every step of the way.
One flat monthly fee covers bookkeeping, payroll, tax planning, and CFO advisory. No hidden costs and no surprises, just everything your agency needs to stay financially strong.
We help Canadian agencies seamlessly manage multi-currency transactions, ensuring accurate reporting and full compliance with CRA and provincial tax regulations across Canada.
We connect your systems and clean up your books.
Monthly bookkeeping, payroll, and tax planning are handled automatically.
We review reports, forecast cash flow, and guide your business decisions.
Yes. We serve agencies of all sizes, from solo founders to growing firms with large teams.
Absolutely. We work with platforms like QuickBooks Online, Xero, Gusto, and others to ensure smooth operations.
Yes. We handle everything from ongoing planning to filing your taxes accurately and on time.
You started your agency to create, not to worry about bookkeeping and taxes. With Cloud Booksy as your financial partner, you will have accurate numbers, proactive tax planning, and the confidence to grow.
Book your free consultation today and let us show you how Cloud Booksy can simplify your finances and maximize your agency’s profitability.
Cloud Booksy provides expert bookkeeping, tax preparation, payroll, and financial reporting services to small businesses across Canada. Our mission is to simplify financial management, keep you compliant with CRA regulations, and help you focus on growing your business.
2115 S Service Rd W, Oakville, ON L6L 5W2, Canada
Monday - Friday 08 AM - 04 PM