What We Offer

Wherever you are, we've
got you covered.

Whether you're just getting started, growing faster than your systems can keep up, or ready to get serious about your numbers —
Canopy Creative Co works with creative businesses at every stage,
across every part of the back office.

Foundation

The Roots

You didn't start your business to spend Sunday nights catching up on receipts —
or troubleshooting software, or chasing down reports. The Roots covers the ongoing fundamentals that keep your business running day to day, so you can stay focused on the work that actually lights you up.

What's Included

  • Bookkeeping: transaction categorization and account reconciliation
  • Sales tax filing
  • Payroll support
  • 1099 preparation and filing
  • Ongoing software and systems operation
Advisory

The Canopy

Your business grows best when there's something solid overhead. The Canopy brings the financial clarity that protects and guides everything underneath — what's driving your revenue, where margin is slipping, and what the road ahead actually looks like. So every decision you make is grounded in the full picture, not just a feeling.

What's Included

  • Financial planning & analysis
  • Cash flow analysis
  • Budgeting and forecasting
  • Project and product profitability
  • Finance & accounting coaching
Operations & Systems

The Build

Whether you're starting from scratch or tired of the duct-tape systems you've been running on, The Build gets your operations in order. Software selection and implementation, workflow design, process documentation, and the unglamorous-but-essential infrastructure that lets a creative business actually run — we work through it together, methodically, so you're set up to grow without the chaos.

What's Included

  • Software discovery, selection, and implementation
  • Workflow and process design
  • Business launch support
Many Build engagements naturally flow into ongoing Roots support once your systems are in place — whether that's keeping your books clean, operating your software, or both.

Not Sure Where You Land?

Most clients don't fit neatly into one tier — and that's the point.

You might start with The Build to get your systems in place, then move into The Roots to keep everything running. Or you're already a Roots client who's ready to get a clearer picture with The Canopy. Wherever you're starting, we'll figure out the right fit together.

Ready to get started? Book a discovery call or send us a message and we'll take it from there.