How We Work

Wondering just how our bookkeeping solutions work? Here’s a short overview of what you can expect when you work with us.

Step 1: A Quick Chat

We’ll chat about your pain points. Where are you worried or frustrated? What’s holding you back? Are we able to provide you with a solution?

Step 2: Find The Solution

We’ll put together a plan, and then schedule a meeting to review our recommended solution, and give you a quote. And since nobody enjoys surprise bills, we work on a set monthly fee so you know exactly what your payments will be.

Step 3: Onboarding

Once you accept our proposed solution, we start the onboarding process. We set up your accounting apps and get your records up to date.

The typical onboarding process takes from 2 – 3 months.
We’ll be requesting access to your Canada Revenue Agency accounts to allow us to file your GST/HST returns and correspond with the CRA agents when needed. We’ll need read-only access to your bank accounts, since the QuickBooks Online accounting software is able to connect to your bank and help automate the data entry.

During the onboarding process we’ll help you understand what we need from you so that we can do our best work.

Step 4: Monthly Bookkeeping

You send us your documents each month electronically, using our partner app Dext. Simply take a photo or email us the document. The documents are stored in Dext for up to 10 years, so if CRA decides to do an audit the documents are all available at our fingertips. We’ll do the data entry and keep your account reconciled and up to date. No more last-minute scramble to get things caught up just before your sales tax return is due!

Want to know more? Fill out our bookkeeping interview form and we’ll be in touch!