Answers to your most common questions

I prefer to meet in person instead of working totally virtually. Do you offer that?

As much as we would love to meet you in person to take care of your small business accounting needs, to keep everyone safe, we are taking all meetings virtually. For now, we will have to work together via video-chat, phone or email. But we do have an office in downtown Toronto and we hope to return to work from there in 2022.

What is your sales process?

Answer less than 10 questions using our quick form to get the conversation started. We’ll then schedule a short call to better understand your needs and challenges. At this stage you’ll have a good sense if we will be able to help you or not. We will also request some additional documentation to ensure we have a full understanding of your business. After the meeting, we will review the information provided and reach out within 3-5 business days on the scope of services we can provide and the estimated price range.

Can you give me an idea of your rates?

As much as we’d love to give you a figure (and we know you want to hear one), we really need to know more about you before we can do that. Our rates depend on the size of your company, the volume and complexity of your business and what small business accounting services you’re looking for. The best way to get an accurate quote is for you to start with our Discovery Process. As soon as we know you a little better, we’ll be able to provide you with an accurate estimate for your small business accounting services.

How soon can you start?

Within 48 hours of signing our engagement letter, we will begin our onboarding process. During the onboarding we will assign you your dedicated bookkeeper and manager, give you access to systems and much more.

How do you keep my cloud-based information secure?

We know keeping your information secure is critical for you. That’s why we work with Quickbooks, Karbon and Caseware. Their security protocols are some of the most stringent around. Want to know more? Click on each link for more specific information.

What accounting software do you use? Will I have to purchase it as well?

We use QuickBooks Online and the fee for you to use it is included in our packages. We selected this platform because it’s user-friendly, intuitive and ultra-secure for small business accounting. If you should ever decide to change accountants at any time, we will revert the subscription to you.

How do I get my documents to you?

We use a combination of Karbon, Hubdoc, Adobe Sign, DEXT and Dropbox for document sharing, depending on your specific needs. They’re all easy to use, but if you’re unsure how to use them, we’ll walk you through getting started.

What other technology do you use?

e-Commerce: WooCommerce, Shopify
Payments: Plooto, Wise, FirmaFX
Payroll: Wagepoint, Payworks, Paytrak, ADP, Ceridian, Humi
Reporting: Caseware
Gateways: Paypal, Chase, Moneris, Stripe, Moneris, TD Merchant Services

Will my business have a dedicated point of contact?

Yes, during the onboarding process you will be introduced to your dedicated bookkeeper and manager. They will be your main point of contact depending on the nature of your question(s).

How soon can I except an response from your team?

We pride ourselves on timely responses. We aim to provide an acknowledgement the same day and depending on the nature of the request, you will either receive an answer immediately or be provided with a timeline as to when we will be able to get back to you.


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