Client Assessment Call

We schedule a meeting or phone call to learn all about your business, ask pertinent questions, and listen to your needs.

Create a customized client package

After making a thorough assessment of your unique needs, we will begin developing a customized action plan with pricing clearly outlined.

Client Project onboarding

We set up the systems and workflows, connect your solution to your accounting apps and connect you with an Accounting team member.

Implementation

With deadlines and deliverables clearly identified on our end so your business is always compliant with CRA, you will also receive ongoing proactive strategies from our experts.

Document collection

Physical delivery of paper documents (applies to a large amounts of documents). We will arrange for those to be delivered to our office and then returned to you.

Cloud-based document management (applies to ongoing services). It allows for document transfer by email or web (secure FTP upload) of scanned or original soft copy documents. We assist you with the set up.

Bank account, investment and credit electronic statement management. We will set-up secure, regularly scheduled statement downloads.