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.
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.
2 to 25 people. A service business. Growing. Nobody in-house doing finance.
Bigger
You’re ready for someone in-house.
SimplerBigger
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
01Where finance sits in the business today, and what still lands on you.
02What's frustrating you about how it works now.
03What we'd take over, and what we'd recommend.
04A fixed monthly number, if it makes sense to go on.