Solutions

Comprehensive financial services designed to support every stage of your business journey.

Bookkeeping

Consistent, accurate record-keeping that forms the foundation of sound financial management. We handle your day-to-day transactions through cloud-based systems, ensuring your books are always current and accessible when you need them.

Tax Planning

Strategic guidance to help you understand your tax position throughout the year. We work within the current legal framework to identify opportunities for optimization, so there are no surprises when filing season arrives.

Payroll and HR Accounting

Reliable payroll processing that ensures your team is paid accurately and on time. We manage the calculations, deductions, and reporting requirements so you can focus on running your business.

Accounting Recovery

When books fall behind or records become disorganized, we step in to restore order. Our team reconstructs and reconciles your financial history, bringing everything up to date and compliant.

Tax Consultations

One-on-one discussions about your specific tax situation and questions. Whether you're navigating a complex transaction or simply want a clearer picture of your obligations, we provide straightforward answers.

Tax Filing

Timely preparation and submission of all required tax returns. We ensure your filings are complete, accurate, and submitted before deadlines, handling the paperwork so you don't have to.

Audit Support

Professional assistance when you face an audit or review. We help prepare documentation, respond to inquiries, and represent your interests throughout the process with calm, organized support.

About the company

Montivo was built on a simple idea: accounting should be clear, accessible, and free from unnecessary complexity. We use cloud-based solutions and electronic document management to create a seamless experience for our clients, eliminating the paper trails and delays that slow businesses down.

Our approach centers on structure and reliability. Each client works with a dedicated specialist who understands their business and maintains consistent oversight of their accounts. Monthly data reconciliation means issues are caught early, and reports are prepared on time—every time.

We serve businesses across Vancouver who value transparency in their financial relationships. From startups finding their footing to established companies seeking more efficient systems, our clients share a common appreciation for organized, dependable accounting support.

Beyond the numbers, we believe in education. We want our clients to understand their finances, not just outsource them. That's why we take time to explain what we're doing and why, offering consultations on tax optimization that empower you to make informed decisions within the current legal framework.

The work behind the work

What shapes our approach to your accounting needs.

A dedicated specialist for your account

You won't explain your situation to a different person each time you call. Your assigned specialist learns your business, remembers your history, and provides continuity that generic support simply cannot match.

Cloud-based systems you can access

Your financial data lives in secure, modern platforms that you can view anytime. No waiting for emailed spreadsheets or scheduled office visits—your information is available when you need it.

Monthly reconciliation as standard

We don't wait until year-end to review your accounts. Monthly check-ins catch discrepancies early, keep records current, and ensure you always know where your business stands financially.

Electronic document management

Paper receipts and filed folders give way to organized digital records. Documents are stored securely, searchable instantly, and never lost in a drawer somewhere.

Timely reporting you can count on

Deadlines matter. Our structured workflow ensures reports and filings are prepared ahead of schedule, giving you time to review before submission.

Consultations grounded in current law

Tax optimization advice based on what's actually permissible today. We stay current with regulations so our guidance reflects reality, not wishful thinking.

Questions we often hear

What types of businesses do you typically work with?

We work with a range of businesses in the Vancouver area, from sole proprietors and small companies to more established operations. Our cloud-based systems scale to fit different needs, so we're not limited to a single industry or company size.

How does the dedicated specialist arrangement work?

When you become a client, we assign a specific accountant to your account. This person handles your bookkeeping, prepares your reports, and is your primary contact for questions. They get to know your business over time, which leads to more personalized and efficient service.

What cloud platforms do you use for accounting?

We work with several established cloud accounting platforms and can discuss options during our initial consultation. The choice often depends on your existing systems, industry needs, and preferences. We'll recommend what makes sense for your situation.

How often will we communicate about my accounts?

At minimum, we reconcile your data monthly and will reach out if anything requires your attention. Beyond that, you're welcome to contact your specialist whenever questions arise. We're also available for scheduled check-ins if you prefer regular conversations.

Can you help if my books are currently behind or disorganized?

Yes, accounting recovery is one of our core services. We'll assess the current state of your records, develop a plan to bring everything up to date, and then transition you into our regular monthly workflow going forward.

What information do I need to provide to get started?

We'll need access to your existing financial records, bank statements, and any relevant business documentation. During our initial conversation, we'll outline exactly what's required based on your specific situation and the services you need.

Ready to bring clarity to your finances?

Reach out to discuss your accounting needs. We'll listen to your situation and explain how we can help—no pressure, just a straightforward conversation.

Get in touch

Your finances, thoughtfully managed