Our Process
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 over zoom to understand the details of your business and discuss what’s keeping you awake at night.
3

Options and Pricing Call

We will walk you through a customized proposal that will detail how we can help. We will discuss what level of service and pricing will work best for you.
4

Onboarding

This is where we officially welcome you to our firm! During your onboarding call, we will cover a number of items to ensure that we hookup all the plumbing to handle your accounting, tax, and finance needs. We will cover:

– Your QBO or Xero integration
– Payroll Processing
– Revenue Recognition
– And much more!