Professional QuickBooks & Controller Services

Certified ProAdvisor - QuickBooks OnlineOur customers are small to medium sized firms who need help with contract CFO services or their QuickBooks file. They need either better understanding the many features of the QuickBooks program or the completeness and accuracy of their accounting records.

We also provide contract Chief Financial services for companies which are too large for just a bookkeeper but too small for a full-time financial executive.

Our market is principally in the Victoria, BC area but with modern technology, we can reach out to others at a distance.



"I have had the pleasure of knowing Bill Wagner for the past 14 years. For the last 10 years, he has served as our accountant. I have been extremely pleased with the quality of his work. He has always been very patient and helpful in explaining our financial statements. His recommendations have been a great asset to our clinic and have served us very well."

Physical Therapy clinic, Edmonton, AB


"I believe this training strongly enhanced our overall sales and marketing efforts. Your ability to apply real world examples to the discussion added another dimension to our understanding of the marketing material. A side benefit to the training is that our group became a more cohesive unit too!"

Vocational services company, Irvine, California


"This is a strong and positive letter of recommendation for William L. Wagner, consultant, confidant, financial analyst, accountant and man of unassailable integrity."

Management consulting practice, Newport Beach, California