Our Process
We’re accountants you’ll want to talk to. Learn more about how we work.
REQUEST A CALL BACK
We’re a fully virtual firm and work with clients in Canada and the US.
1

Book a call

Book a complimentary 30 minute phone or video chat with us . Tell us about your issues. Learn how we can help.
2

Discovery Call

Our CEO will sit down with you for a discovery call to understand the details of your business and discuss what’s keeping you awake at night. You will learn about the tools we can use to help you. Lastly, our team will develop a framework of services we could provide.
3

Our Proposal & Pricing

We will send you a customized proposal that will detail how we can help. Let’s discuss what level of service and fixed pricing will work best for you.
4

Let's seal the deal

We sign on the dotted line and you transfer the keys to us.
5

Watch your business grow!