Transform your
financial services

From your biggest headache to your greatest asset

At YBL, we’ve designed a flexible, scalable approach to financial services that grows with you. 
Our expert team is dedicated to guiding you every step of the way — from seamless onboarding to regular check-ins and reviews — so you always have the right financial strategy in place.

YBL creates tailored, scalable financial services  that grow with your business

We provide a range of financial services for businesses and entrepreneurs in Canada. Whether you’re in Health & Wellness, Real Estate, Construction, or Professional Services, our customized approach supports every facet of your company’s financial health. We offer an integrated suite of services, including:

Virtual CFO (VCFO)

Gain strategic, forward-thinking financial guidance. Our VCFO solutions cover capital budgeting, forecasting, and growth strategies—tailored to you. Capital financing is also addressed to ensure optimal funding for your projects and operations. Includes all compliance items.

Bookkeeping

Choose from a variety of packages, whether you need a lean setup or comprehensive, multi-entity solutions. We make sure your financial data is accurate and up-to-date, empowering you with the clarity to drive your business forward.

Payroll

We can also work with you to streamline and simplify your payroll process with options tailored to meet your company’s demands.

Accounts payable, accounts receivable & capital investments

We help guarantee timely payments, efficient collections, capital budgeting, and smoother cash flow, so you can focus on growth.

HR Support (with Payroll Packages)

Simplify people-management functions and processes with us, from onboarding basics to compliance guidance.

Proven corporate

finance success

At YBL, we believe in a personalized, client-centric approach. Here’s how we ensure your financial services not only meet but exceed your expectations:

We take time to understand your business and goals

Through the YBL Insight Analysis, we’ll deeply understand your business, identify goals, and determine the right VCFO tier to match your needs. Our proven process encompasses a range of corporate finance activities, including capital investing, financing, and liquidity management.

You choose the engagement that works best for your business

You’re in control–you decide whether you want your bookkeeping and payroll managed by us or whether you prefer to manage them yourself with our guidance. You can also add back-office services like accounts receivable, accounts payable, or HR support as and when you need it.

We onboard your team and set up tech with secure workflows

Modern businesses need modern solutions. Our onboarding process ensures proper system access and clear workflows with the right tech for real-time insights and optimization. If you’ve chosen support, we’ll train your team and establish communication channels.

Your VCFO Team becomes an extension of your business

Our team becomes part of your business. Whether you choose managed or supported bookkeeping and payroll, we ensure your needs are met with regular strategy check-ins with jargon-free communication, ongoing VCFO insights and enhancements tailored to your business.

We’re committed to building long-term relationships that grow with your business

From initial setup to ongoing advice, we adapt our support as your needs evolve. Our Client Success Team checks in regularly and at renewal time to adjust packages or add-ons, ensuring your services remain a perfect fit and aligned with your financial success, including effective capital structuring.

Your financial success is our top priority, and we’re committed to being with you every step of the way.

I have been consistently impressed with the exceptional service provided by YBL. Their attention to detail, professionalism, and commitment to delivering accurate and timely financial insights have significantly streamlined our operations for our corporation.

Jim Pearson
Mortgage Agent at BRX Mortgage

Why Canadian businesses choose YBL

What makes us different

Client-centric engagement

Our Client Success Team continually monitors your satisfaction and alignment, making proactive recommendations to ensure we’re always meeting your needs and maximizing shareholder value.

Strategic advisory at the core

With our VCFO guidance, you gain forward-looking insights that inform major financial decisions. Explore Our VCFO Options to see how our tiers can shape your future strategies.

Financial management expertise

We focus on overseeing your company’s monetary resources, balancing investments and financing decisions, including bottom line corporate finance and equity financing, to enhance operational efficiency and profitability.

Tailored involvement

For Bookkeeping and Payroll, choose Managed or Support to match your desired level of control.

Scalable solutions

Start small or go big—we adapt to your complexity and growth ambitions.

Efficient, tech-savvy operations

We employ modern tools to streamline processes, reduce errors, and free up time.

Common Questions

Let YBL take the stress out of financial management