OUR PROCESS
STEP 1
CONNECT WITH US!
The CONNECT NOW button will let you book a complimentary phone or video chat with us. Everything is online, we work with clients across Canada.
STEP 2
LET’S GET TO KNOW EACH OTHER
We will meet AND discuss your business. Learn about your pain points and what your needs are. We’ll ask a lot of questions to ensure we know what aspects of your business are giving you headaches and driving you nuts. We need to know what these issues are to solve them. This is a great chance for you to ensure we are a good fit for you.
STEP 3
LET US SHOW YOU HOW WE CAN HELP
We will do a full review of your accounting operations and processes. This will allow us to determine the best way we can utilize cloud accounting tech to streamline your operations. Also ensuring your tax structure is optimal for your unique circumstances.
STEP 4
STEP 4: CRYSTAL CLEAR QUOTE
We will provide you with a clear quote on our services so you know what our fees will be and what deliverables to expect. Nobody likes surprises or guesswork. You will know what our fees will be, allowing you to budget accordingly.
STEP 1: CONNECT WITH US!
The CONNECT NOW button will let you book a complimentary phone or video chat with us. Everything is online, we work with clients across Canada.
STEP 2: LET’S GET TO KNOW EACH OTHER
We will meet AND discuss your business. Learn about your pain points and what your needs are. We’ll ask a lot of questions to ensure we know what aspects of your business are giving you headaches and driving you nuts. We need to know what these issues are to solve them. This is a great chance for you to ensure we are a good fit for you.
STEP 3: LET US SHOW YOU HOW WE CAN HELP
We will do a full review of your accounting operations and processes. This will allow us to determine the best way we can utilize cloud accounting tech to streamline your operations. Also ensuring your tax structure is optimal for your unique circumstances.
STEP 4: CRYSTAL CLEAR QUOTE
We will provide you with a clear quote on services offered and a clear quote on services so you know what our fees will be. Nobody likes surprises or guesswork. You will know what our fees will be and you can then plan accordingly.
