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Countwise Financial

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Overview

$1,000+

Min Project Size

$100 - $149/hr

Avg Hourly Rate

2 - 9

Employees

2025

Year Founded

ABOUT COUNTWISE FINANCIAL

Trusted Accounting - Small Business & Real Estate

Countwise Financial is a boutique accounting and advisory firm located in Toronto, dedicated to providing Canadian founders, consultants, and real estate investors with clarity and assurance in their financial matters. The firm offers precise bookkeeping services, corporate tax filing for Canadian-controlled private corporations (CCPCs), and tailored advisory solutions to facilitate business growth. With knowledge in IFRS, US GAAP, Canadian corporate tax, and real estate fund accounting, Countwise Financial assists entrepreneurs and property managers in simplifying compliance, maximizing tax savings, and gaining valuable financial insights. The company's mission is to ensure trust, transparency, and exceptional support, enabling small businesses to concentrate on scaling confidently. Whether it involves bookkeeping, tax strategy, or fractional CFO advisory, Countwise Financial positions itself as a contemporary partner for entrepreneurs shaping the future.
LANGUAGES SPOKEN
English
HIGHLIGHTS

$1,000+

Min Project Size

$100 - $149/hr

Avg Hourly Rate

2 - 9

Employees

2025

Year Founded

Services
Focus
Industries
Clients
Services Provided
50% Accounting Services
30% Business Consulting Services
20% Bookkeeping Services

About the Team

OUR STORY
Countwise Financial was created to provide small fund managers, specifically those running $10M–$150M private credit or mortgage funds, with tailored fund accounting solutions. Recognizing the limited options—ranging from manual spreadsheets to general bookkeeping lacking LP expertise or expensive large fund administrators—the company offers a senior-led, specialized service specifically priced for emerging and mid-size managers. Founded by a fund finance expert with over eight years of experience handling complex private credit funds, mortgage investment corporations, real estate LPs, and alternative investment vehicles, Countwise is dedicated exclusively to fund accounting. Their mission is to deliver institutional-quality accounting to the middle market, ensuring accurate and compliant financial management without the overhead of services designed for much larger funds.

Projects & Clients

Project Size & Rate
Minimum Project Size

$1,000+

Average Hourly Rate

$100 - $149/hr

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