Southbrook Accounting Services
From overwhelmed contractors to confident leaders
Business snapshot
INDUSTRY
Bookkeeping, Accounting, Tax & CFO Advisory for Contractors
DESCRIPTION
Southbrook Accounting Services is a tech-enabled, fully remote accounting firm specializing in contractors across Canada and the U.S. The firm provides bookkeeping, year-end accounting, payroll, tax compliance, and CFO advisory services all through a systems-driven approach that removes financial guesswork and supports business growth.
LOCATION
Hamilton, Ontario (serving North America) (100% remote team)
ANNUAL REVENUE AT START
$275,000 (2021)
ENGAGEMENT TYPE
Co-Founded by Nathan Helder & Jordan Hoek (50/50 Partnership)
TIMEFRAME
2021 – Ongoing
STAKEHOLDER
Jordan Hoek, Co-Founder, Managing Partner & Nathan Helder, Co-Founder, President
The Challenge
Before launching Southbrook, most contractor clients were frustrated by:
- Working long hours on-site only to spend evenings on bookkeeping
- Poor cash flow and financial uncertainty
- End-of-year frustration realizing you made little to no profit
- Struggling with CRA/IRS compliance and paperwork stress
- Managing finances by gut feel instead of real data
“I was tired of watching good business owners burn out because they didn’t have numbers they could trust"
– NATHAN HELDER
The Approach
Audit
Reviewed current client bookkeeping & accounting gaps, emotional pain points, and found a service void in the trades industry.
Align
Founded Southbrook in the middle of the COVID pandemic as a 100% remote business.
Execute
We developed & bundled bookkeeping, accounting & tax services into monthly packages with clear pricing. We integrated tech stack (QBO, ClickUP, Plooto, Hubspot) and standardized workflows for each client. We created turnkey partner program for allied industry partners
Results
- 4x team growth since 2021
- 400% increase in client base\
- 5 – star Google Review rating
Goal
To free business owners from financial firefighting and give them peace of mind
The Transformation
Revenue
6x growth
Operational Systems
SOPs, tech stack, remote workflows, dashboard reporting
Team Growth
From 2 to 9+
Team Clairty
Defined roles, performance expectations, and career tracks using Success Profiles
Client Experience
Long-term contracts, proactive advisory, and exceptional communication
"Working with Nathan Helder and TrueHelm has been the single most impactful decision in my career. As a first-time business owner, I came in with strong technical skills but little experience in leading or scaling a company—Nathan brought the strategic clarity, sales systems, and leadership coaching we needed to grow fast and grow well. His industry insight, connections, and ability to build repeatable systems helped us scale revenue by over 100% year after year, while keeping operations smooth and focused. Nathan has been more than a partner—he’s been a mentor, pushing me to grow as a leader while helping us build a company that’s now a trusted name for contractors across North America. Thanks to his guidance, Southbrook is now a well-oiled, high-performing remote team with the tools and structure to keep scaling. I truly wouldn’t be where I am without his influence."
– JORDAN HOEK
What’s next for this business?
Southbrook is focused on scaling through leadership development and strategic hiring. With Nathan shifting to an advisory role, Jordan is building a resilient leadership team to carry the firm forward. TRUEHELM remains a long-term strategic partner for marketing, sales, and growth capital. Plans include expanding its partner program and expansions into the U.S.
If you're tired of being the bottleneck or ready to grow your business beyond you, TRUEHELM is your next chapter.
You stay in control.
We bring strategic firepower.
Your business gets stronger and more valuable.
