Conceptual workspace connecting product development and financial planning

Our services

One business.
A connected approach.

Funding, accounting, financial leadership, and business systems. Find the support that fits your next stage of growth.

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VANCOUVER ROOTS. SERVING CANADA.Our servicesExplore all services ↗

Services for Canadian businesses

What is holding your business back?

Greenlight connects innovation funding, financial operations, management planning and business systems. Based in Metro Vancouver and serving Canada, we help define a practical engagement around the priorities of your business and the advisers already involved.

AI advisory & engineering

Identify practical early opportunities, scope a pilot, support implementation and staff adoption, then evaluate more advanced AI workflows as your business grows.

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SR&ED & government funding

Assess development activities, organize technical evidence, map project costs and prepare claim materials. Coordinate review and filing responsibilities, and consider relevant grants and incentives in the wider plan.

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Accounting & bookkeeping

Bring structure to reconciliations, receivables and payables, expenses, asset schedules and period-end reporting. Prepare working papers and a clear handoff to your CPA or tax preparer.

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Payroll & sales-tax support

Coordinate payroll records, source deductions and year-end information with your payroll system. Scope GST/HST and applicable BC PST administration with clear preparation, filing and approval responsibilities.

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CFO advisory & cash-flow planning

Build rolling cash forecasts, budgets and scenarios. Track financing commitments, prepare management reporting and use the numbers to support spending, growth and renewal decisions.

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Capital & financing preparation

Develop business plans, projections and supporting information for relevant funding conversations. Consider working-capital facilities, equipment finance, innovation funding and other capital routes.

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Odoo business systems

Connect sales, purchasing, inventory, manufacturing, projects and accounting around your workflows. Plan configuration, transition, user training and ongoing support in manageable phases.

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Start with your priority

Start with the problem you want to solve.

You do not need to know which service label fits before starting a conversation.

We are developing something new

Begin with the technical work, project records and funding questions. SR&ED assessment can connect with accounting records and a cash plan as the project progresses.

Review innovation support ↗
Our records are not keeping up

Start with bookkeeping, reconciliations and a consistent close. Establish a reliable reporting foundation before adding more detailed forecasts or financing materials.

Build the financial foundation ↗
We need to understand our cash

Use cash forecasting and scenario planning to identify upcoming pressures and the decisions that matter. Bring financing renewals and reporting obligations into the same picture.

Get a clearer cash picture ↗
We are preparing for growth or finance

Define the purpose and timing of the funding need, then organize the business plan, projections and supporting records for the appropriate provider conversations.

Prepare the funding plan ↗
Our systems do not work together

Map the manual handoffs between sales, operations and finance. Prioritize a practical systems roadmap with defined workflows, training and support.

Connect your workflows ↗
Our clients need complementary support

Accounting firms can explore specialist SR&ED, funding preparation or financial-operations support. Agree responsibilities and client communication before any joint work begins.

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How an engagement starts

A defined scope and a useful next step.

Each service can stand on its own or connect with other support where that serves the business.

  1. STEP

    Understand the situation

    Discuss your priorities, current systems, advisers, deadlines and available records. Identify the immediate problem and the decisions you need to make.

  2. STEP

    Agree the work

    Define responsibilities, deliverables, required inputs and a practical timetable. Make the boundaries between Greenlight, your team and other advisers clear.

  3. STEP

    Build a working rhythm

    Complete the agreed work, review the outputs and keep open questions visible. Set a follow-up cadence appropriate to your reporting, project or operating needs.

Practical details

What to bring to a first conversation

The consultation starts with your business, not a long document request.

  • A short description of the business, its province and the stage of growth or change.
  • The problem you want to solve and any upcoming project, reporting or financing deadline.
  • Your current accounting and operational systems, and the advisers already involved.
  • An outline of the records available and the outcome you would like the engagement to support.

Common questions

Before you choose your next step

A useful starting point before we agree the scope of your engagement.

Can we engage Greenlight for one service?

Yes. The scope can focus on a specific need, such as accounting support, a funding assessment or a systems roadmap. Additional work is discussed when it is relevant to your priorities.

Do you work with an existing accountant or internal team?

Yes. Clear responsibilities help avoid duplicated work. We agree who provides information, who reviews the outputs and how matters are handed over to your existing advisers.

What will the engagement cost and how long will it take?

Scope, record quality, complexity and timing affect the work required. These are reviewed before the engagement is agreed; the site does not promise a standard fee or completion time.

How do we choose where to begin?

Start with the most immediate decision or constraint. If the records are unclear, accounting may come first. If a cash or funding decision is approaching, financial planning can identify which supporting work is needed.

SR&ED preparation resources

Explore eligibility before assembling a claim.

Use the readiness checklist, review common exclusions, and prepare the evidence for an informed first discussion.

Open the SR&ED readiness guide ↗

Start with your business priority.

You do not need to choose a service first. Tell us what needs to change and we will discuss a suitable scope.