Zenbooks

Accountant · 78 George Street, Suite 204, Ottawa, Ontario

  • Xero Migration

    Specialist

    Xero Migration
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2015

    Experience

    Partner since 2015
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

We’re your accounting department. We help digital agencies, non-profits and medium-size consulting businesses thrive. We help put the systems in place to get a clear view into your business and help you make the analytical decisions to achieve your goals. We’re an extension of your team and we have video calls on a weekly basis to keep on track! With the strategic controller and CFO services, the compliance side (bookkeeping) is included.

Affiliations

  • CPA Canada

Find us on the web

Meet the team

Zenbooks advisors: 15 - Xero certifications: 12

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Colin Robinson

Partner

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  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Greg Doyle

Senior Tax Accountant

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  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Jessica Wong

Director of Accounting Services

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  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Victoria Squire

Senior Accountant

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  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Beata Fartel

Senior Accountant

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  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Marissa Macasso

Senior Accountant

Profile image for Marissa Macasso
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Zenbooks: Bank experience

Clients of Zenbooks connect to a range of banks via Xero. Zenbooks specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • American Express Cards (Canada)
  • BMO - Online Banking (CA)
  • CIBC (Canada)
  • PayPal
  • RBC Royal Bank (Canada)
  • Scotiabank (Canada)
  • Stripe
  • TD Bank EasyWeb
  • Wise Business

Zenbooks: Industry experience

Zenbooks works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industry Specialist


  • Professional services

    Specialist

    Professional services

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Construction and trades
  • E-commerce
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Media and communications
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail

Zenbooks : App experience

Zenbooks serves clients who use 6 different apps that connect and integrate with Xero.



Connected apps

Find us

Zenbooks has offices in 10 locations

Ottawa

78 George Street, Suite 204, Ottawa, K1N 0A8, Ontario

+1 8339365433

Calgary

840 6 Avenue Southwest, Suite 300, Calgary, T2P 3E5, Alberta

+1 8339365433

Montréal

3380 Rue Notre-Dame, Lachine, Montréal, H8T 1W7, Québec

+1 8339365433

Vancouver

Vancouver, Vancouver, British Columbia

+1 8339365433

Edmonton

Edmonton, Edmonton, Alberta

+1 8339365433

Winnipeg

Winnipeg, Winnipeg, Manitoba

+1 8339365433

Hamilton

Hamilton, Hamilton, Ontario

+1 8339365433

Victoria

Victoria, Victoria, British Columbia

+1 8339365433

Kelowna

Kelowna, Kelowna, British Columbia

+1 8339365433

Abbotsford

Abbotsford, Abbotsford, British Columbia

+1 8339365433

New to Xero? Zenbooks can help

Xero is beautiful online accounting software for smaller businesses. Zenbooks can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 1 Year Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2015
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.