Refer the people you support to accessible financial help
If you work with individuals, families, or businesses who are struggling with financial organization or literacy, we are here to help. Referrals are simple, confidential, and always client-centred.
We welcome referrals from community organizations of all kinds
If your clients, patients, or community members are struggling with financial organization, bookkeeping, or financial literacy — we want to hear from you. We work with referring organizations across Canada to ensure people get the right support at the right time.
Trusted, Accessible Support
We provide a safe, judgment-free environment for people who may be reluctant to seek financial help.
Complementary Services
We do not replace accountants or financial advisors — we fill the gap for people who need basic, accessible support first.
Trauma-Informed Approach
Our team is compasionate and has either personal or professional experience with mental health barriers, trauma, financial overwhelm and more.
Community Access Pricing
Clients for whom our standard pricing isn't sustainable can agree on a fair, sustainable contribution instead.
Neurodivergent-Friendly
We specialize in supporting people with ADHD, autism, and executive functioning challenges.
Rural Access
The majority of our services are provided remotely across Canada.
Referral form
Please ensure you have client consent before submitting a referral. We will follow up within 2 business days.