Your approach shapes your journey.
Our approach
Kick-off meeting
Online or in-person, this meeting is to get acquainted and to learn about you and your business, financial goals and tax and accounting needs. There is no charge for this meeting and typically takes around 20 to 30 minutes.
Book a kick-off meeting todayProposal meeting
After the kick-off meeting, our team will prepare a customized proposal based on our assessment of your wants and needs. We will review the proposal with you and your team to ensure the services are in line with your objectives. We will also discuss workflow scheduling, expectations and pricing.
Onboarding
Once you have signed our proposal, we will begin the task of onboarding all relevant accounting, tax, and legal information necessary to build your file. We will send you and your team a detailed checklist with automated reminders to make this process as seamless as possible.
Implementation
Once the onboarding is complete, our team will begin the process of implementing the service items included in our proposal. We will work closely with you and your team in the early stages of implementation to ensure a smooth transition to our services.
Review & feedback
Tax and accounting processes can never be perfect without constant review and feedback. We want to hear from you and your team on a continuous basis to ensure your expectations and objectives are being met. It is encouraged we meet for periodic check in’s to ensure your compliance and financial goals are being looked after.
FAQs
When will I be invoiced?
Our accounting packages are structured as a monthly or quarterly service, as well as our invoicing. This ensures we can adhere to all government payment and filing deadlines within a timely manner. By working with you periodically, this allows us to be proactive with providing timely and accurate advice.
How do we exchange information with each other?
We use a progressive practice management system which allows us to communicate with you through a secure online portal. You may post questions, comments and submit documents all in one place. Our practice management system is a paperless system to increase efficiency and reduce our carbon footprint. Should you wish to provide us with hard copies, your information will be scanned and returned back to you in a timely manner. We do not keep paper files on hand.
What are the benefits of monthly or quarterly accounting packages as opposed to the traditional annual package?
An efficient accounting and tax process cannot be accomplished with an annual meeting several months after a fiscal year-end. By engaging with us periodically, this ensures service expectations and government deadlines are being met. It also provides you with peace of mind that your books and financials are being kept in order in real time. In accounting and tax, information is power. Having it on a timely basis streamlines decision making .