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Book your free 30-minute bookkeeping consultation
A relaxed video meeting about your business, your software and what’s taking up your time. There’s nothing to sign and no pressure.
What to expect
- A 30-minute video meeting, with the link in your confirmation email
- A friendly conversation about your business and your books
- Honest advice on whether we’re a good fit
Helpful to have handy (all optional)
- The software you use now
- Roughly how many bank or credit card accounts you have
- Whether you run payroll or charge sales tax (GST, HST, PST, or RST)
After your consult
What happens next
Step 1
Fill in a short discovery form
A few questions about your accounts, software and sales tax.
Step 2
We look under the hood
With your OK, we look at your books and software as they are today, so your price fits what your books really need. We only look: nothing is changed, and no work starts until you’ve signed your agreement.
Step 3
Get your proposal
Within five business days, with what’s included and your fixed monthly fee.
Step 4
Sign online and settle in
We connect your accounts and invite you to your client portal.