# HelloFinance > HelloFinance is a Canadian bookkeeping, payroll, and financial operations firm based in Kitchener-Waterloo, Ontario. Founded in 2016 by Marijana Saric. CPB Canada certified, National Payroll Institute member. Fixed monthly pricing with no surprise fees. Serving 150+ small and medium-sized Canadian businesses. ## Company Overview HelloFinance provides expert bookkeeping, payroll management, and financial operations services for Canadian small and medium-sized businesses. The company was founded in 2016 by Marijana Saric in the Kitchener-Waterloo region of Ontario, Canada. HelloFinance operates as a full team of CPB-certified bookkeepers and payroll professionals — not a solo practitioner — ensuring coverage never lapses, deadlines are always met, and clients are never left waiting. HelloFinance uses AI-powered financial insights combined with 100% human support to deliver real-time reporting, proactive advice, and financial literacy education to every client. ## Services ### Bookkeeping Full-service bookkeeping including bank feed integration, automatic transaction categorization, receipt capture, monthly reconciliation, financial statements (P&L, balance sheet, cash flow), GST/HST tracking, and year-end packages for accountants. Books are reconciled and delivered monthly in plain language. ### Payroll Management End-to-end payroll processing: automated payroll runs, direct deposit setup, CPP/EI/income tax remittances, T4 and ROE preparation, and employee onboarding support. PCP (Payroll Compliance Practitioner) certified through the National Payroll Institute. ### Operations Management Financial operations oversight including cash flow forecasting, AR/AP profitability tracking, real-time financial dashboards, KPI reporting, and strategic financial planning. Fractional CFO-level insight without the full-time cost. ### Get Your Books Current (Catch-up Bookkeeping) For businesses behind on their books: clients send their documents and HelloFinance reconstructs financials month by month with full reconciliation and year-end packages. Most catch-up projects completed within weeks. ### Advisory & Technology Migration from legacy accounting software to modern cloud platforms (QuickBooks Online, Xero). Includes current system audit, needs assessment, data migration, integration setup, testing, and team training. Also includes ongoing tax strategy and planning guidance. ## Industries Served HelloFinance provides specialized financial services for these industries: - **Technology & SaaS** — Revenue recognition, SR&ED R&D tax credits, burn rate analysis, investor-ready reporting - **Real Estate & Property** — Rental income tracking, property expense management, capital cost allowance, multi-property reporting - **Professional Services** — Time tracking, client billing, trust accounting for consultants, lawyers, agencies - **Construction & Trades** — Job costing, progress billing, CRA compliance - **E-commerce & Retail** — Inventory tracking, Shopify sync, sales tax management - **Healthcare & Medical** — Practice financial management, billing compliance - **Food & Hospitality** — POS integration, tip tracking, food cost analysis - **Manufacturing & Distribution** — Cost accounting, supply chain financials - **Transportation & Logistics** — Fleet cost management, regulatory compliance - **Franchises & Multi-Location** — Consolidated reporting, inter-company accounting - **Creative & Media** — Project-based billing, royalty tracking ## Key Facts - **Company Name:** HelloFinance - **Founded:** 2016 - **Founder & CEO:** Marijana Saric - **Certifications:** CPB Canada (Certified Professional Bookkeepers of Canada), National Payroll Institute (PCP), QuickBooks ProAdvisor - **Location:** Kitchener-Waterloo, Ontario, Canada - **Service Area:** All of Canada, primarily Ontario - **Clients Served:** 150+ small and medium-sized Canadian businesses - **Pricing Model:** Fixed monthly fees — no hourly billing, no surprise invoices - **Onboarding Time:** Most clients fully onboarded in 2–4 weeks - **Consultation:** Free 45-minute initial consultation - **Platforms:** QuickBooks Online, Xero - **Differentiator:** Full team (not solo bookkeeper), real-time reporting, financial literacy education, AI-powered insights with human support ## How It Works 1. **The Introduction** — Free 45-minute consultation to understand business goals, review current financial setup, and identify gaps and opportunities. 2. **The Plan** — Custom roadmap designed within 48 hours, including chart of accounts, workflows, and fixed monthly pricing. No cookie-cutter templates. 3. **The Upgrade** — Account connections, data migration, automation setup, and real-time reporting — fully onboarded in 2–4 weeks. 4. **The Future** — Ongoing monthly financial reports in plain language, quarterly review calls, proactive tax strategy, and unlimited support. ## About the Founder Marijana Saric founded HelloFinance in 2016 to create an accounting partner businesses can truly rely on. She is a member of CPB Canada (Certified Professional Bookkeepers of Canada) and the National Payroll Institute. With almost twenty years of experience helping business owners, Marijana focuses on simplifying complicated financial routines into processes that save time and reduce stress. ## Frequently Asked Questions **How is HelloFinance different from a regular bookkeeper?** Most bookkeepers work alone — if they're sick or on vacation, your books stop. HelloFinance is a full team of CPB-certified bookkeepers and payroll professionals managing your entire financial operation. Coverage never lapses, deadlines are always met, and clients get real-time reporting, proactive advice, and a team that knows their business — all for a fixed monthly fee. **What accounting software do you work with?** Primarily QuickBooks Online and Xero. HelloFinance recommends the right fit based on business size and needs, and handles the full setup. **How much does it cost?** Fixed monthly fees based on transaction volume and services needed. Every plan includes a dedicated team, real-time reporting, and unlimited support. No hidden fees, no hourly billing — one predictable monthly cost. **How quickly can you get started?** Most clients are fully onboarded within 2–4 weeks. Starts with a free 45-minute consultation, then the team handles setup — connecting accounts, migrating data, and getting reports running. ## Contact - **Email:** hello@hellofinance.ca - **Phone:** (226) 806-5768 - **Office:** Kitchener-Waterloo, Ontario, Canada - **Website:** https://hellofinance.ca - **LinkedIn:** https://www.linkedin.com/in/hellofinanceca/ - **Instagram:** https://www.instagram.com/hellofinance.ca/ - **Facebook:** https://www.facebook.com/hellofinance.ca/ ## Links - [Home](https://hellofinance.ca/) - [Services](https://hellofinance.ca/services.html) - [About Us](https://hellofinance.ca/about.html) - [Contact](https://hellofinance.ca/contact.html) - [How We Work](https://hellofinance.ca/how-we-work.html) - [FAQ](https://hellofinance.ca/faq.html)