If we missed a question on our FAQ, please contact us, and we can answer any questions you may have. From that page, you will have the option of submitting a contact form OR booking for an introductory call.
The first appointment is a free assessment in which we will talk about you (and your business). This will give us an idea of your accounting needs and takes about a half hour. From this, we will prepare and email a quote package that includes our engagement letter (a requirement as we are a Canadian CPA firm). After this, it is your decision if you think it will be a good fit. If you are ready to sign up, you sign off on the engagement letter/quote and this starts the onboarding process.
We have mentioned Xero accounting software a lot on our website. We are Xero Gold Partners and only offer bookkeeping and payable services only on Xero. We can convert you to Xero as part of the onboarding process (and depending on which software you are coming from can even get the last 24 months of data moved into Xero). More months of data can also commonly be moved but this is usually at a premium cost.
If you are completing the bookkeeping yourself, or have a bookkeeper, then we are happy to work with you and your bookkeeper to complete our year-end or other services on whichever software you choose eg. QuickBooks Online, Freshbooks, Sage, Wave etc.