Your accountant should be one less thing to manage.

Canopy handles the books, payroll, BAS and tax for growing service businesses — and stays close enough to your numbers to tell you what needs attention before you have to ask.

For agencies, consultancies, IT services and other people-powered businesses before they need an internal finance team.

Take it off my plate

20 minutes · No obligation · We’ll tell you if we’re not a fit

Illustrative Canopy experience

Built for

Growing service businesses before an internal finance team.

2–25
People
$750K–$5M
Revenue range
No
Finance team

What a great accountant should feel like.

Finance without the chasing.

01

Knows your business

You never explain it twice. Your history, decisions and context stay with your accountant.

02

Pays attention

You shouldn't have to know every question to ask. Important changes are flagged first.

Canopy noticed

Mon 15 Sep, 9:00 am

Revenue is growing. Profit isn’t.

Revenue is up 12% over six months, but operating profit is down 18%. Two of your larger accounts have grown in scope faster than their fee.

Revenue Operating profit

Worth sorting before the next pricing round. Suggest we talk.

Book 20 minutes
Reviewed· your accountant, 10:40

03

There when you need them

A call when you want one, already prepared. Or a quick message. We go where you are.

Book 20 minutes

Your accountant · this week

Mon

15

Tue

16

11:30

Wed

17

9:003:30

Thu

18

2:004:00

Fri

19

10:00

Thu

18

2:00 pm

Booked

Call with your accountant

Prepared for this call

Ready

  • Pricing on the two accounts flagged Monday
  • Hiring an account manager at $110k
  • Since we last spoke: two hires, contractor change

Prepared from your Xero and our notes.

Illustrative Canopy experience

Sound like the accountant you've been looking for?

Yes, let's talk

20 minutes · No obligation · We’ll tell you if we’re not a fit

The kind of accountant you don’t outgrow.

Want to know if Canopy fits your business?

Find out in 20 minutes

20 minutes · No obligation · We’ll tell you if we’re not a fit

One place for your finance.

You shouldn’t have to work out who to ask.

  • Bookkeeping

    Books kept current throughout the year.

  • Payroll

    Payroll and obligations kept on track.

  • BAS & GST

    Prepared and lodged.

  • Tax

    Year-end tax and compliance handled.

  • Answers

    Ask straightforward questions about your business.

  • Monitoring

    Important financial changes surfaced.

Built to earn trust.

Technology should increase accountability, not hide it.

  • 01

    One accountant, responsible

    One named accountant owns your relationship and is accountable for the outcome. A team and technology sit behind them, not between you.

  • 02

    Your Xero stays yours

    Your books stay in your Xero. If you ever leave, nothing is trapped and nothing needs rebuilding.

  • 03

    Accountants sign off

    Software handles the repetitive work. Anything that needs judgment is reviewed and signed off by an accountant, and they remain accountable for it.

  • 04

    A fixed monthly fee, agreed first

    You know the scope and the fee before any work starts. No surprise invoices, no charge for asking a question.

Is Canopy right for you?

Sounds like you if

You’re 2 to 25 people. A service business: an agency, a consultancy, an IT firm. Growing, or getting more complicated. Nobody in-house does finance, so it still lands on you, and you’d rather it didn’t.

Sounds like you? Talk to Canopy

Just starting

A sole trader. A simple return once a year.

Canopy

2 to 25 people. A service business. Growing. Nobody in-house doing finance.

Bigger

You’re ready for someone in-house.

If you mainly want the cheapest possible annual return, we’re not the right fit, and we’ll say so.

Things people ask.

Straight answers. Anything else, ask on the call.

We're mid-year. Can we switch now?
Yes. We handle the handover with your current accountant and bring the year to date across, so nothing is lodged twice or missed.
What happens to our current accountant or bookkeeper?
Canopy replaces the whole finance function: books, payroll, BAS, tax and the person you call. If you have a bookkeeper you want to keep, tell us on the call and we'll work out where they fit.
How does pricing work?
A fixed monthly fee, agreed before we start, covering everything in scope. We'll give you a number on the call once we understand the business.
Is AI doing our tax?
No. Software does the repetitive work: keeping the books current, watching the numbers, preparing drafts. An accountant reviews, decides and signs off on anything that needs judgment.
Do we have to leave Xero?
No. Your books stay in your Xero. Canopy works on top of it, and if you ever leave, everything is still yours.
What if it's not working?
We'd rather tell you early than keep you. If Canopy isn't the right fit, on the call or later, we'll say so and help you move on cleanly.

Talk to Canopy

Think we might fit your business?

Twenty minutes with an accountant. No pitch deck, no obligation.

What happens on the call

  1. 01Where finance sits in the business today, and what still lands on you.
  2. 02What's frustrating you about how it works now.
  3. 03What we'd take over, and what we'd recommend.
  4. 04A fixed monthly number, if it makes sense to go on.

If we’re not the right fit, we’ll say so.

  1. 1Your details
  2. 2Pick a time
  3. 3Booked

20 minutes · No obligation · We’ll tell you if we’re not a fit