Plans Built for Your Needs

We understand that when our clients turn their accounting and bookkeeping services over to us, trust is paramount. We have a team of certified professionals, use proven technologies, and hold ourselves accountable every day. Yes, you can trust us with your sensitive data and to deliver accurate, timely accounting services for your business. Check out what our clients have to say about us!

Absolutely. Our team members are all certified in the leading accounting systems and can quickly get your files up to date.

Generally, all services stated in the packages and software licenses are included in the monthly fee. There may be cases where some items are billed separately or considered out of scope, but those will be clearly identified during the sales call.

Yes, there’s an onboarding fee for creating custom workflows, technology setup, and training for you and your team members.

During our onboarding process, we will set up your technology tools, customize and document your workflow, understand your bookkeeping requirements in detail, provide you and your team with any necessary training, and take care of any catch-up bookkeeping required.

Typically, onboarding takes 30-90 days.

During that time we set up your cloud-accounting systems, create your unique process flow and monthly checklists, and train your team. If there is excessive catchup bookkeeping work to be done or more complexity in your accounting requirements, the onboarding could take longer than 30 days, especially if you have significant catch up bookkeeping needs.

We do not provide year-end tax filing services as we are not a CPA firm. However, if you are looking for a year-end tax accountant, we would gladly refer you to one of our partners.

Having a separate bookkeeper and year-end accountant ensures additional oversight on the accuracy of your books. Your year-end tax accountant can help you review your books during tax season.

No, we are not a CPA firm as defined by the Chartered Professional Accountants of British Columbia (CPABC).

No. We do not offer services which fall under the jurisdiction of these organizations. We have partner organizations who can provide those services if needed by clients. A good example of such services are tax advisory or statutory filings. We have a number of non-economic partnerships with CPA firms who can help our clients with these services if needed.

Our contracts are quite simple. It’s a services agreement with no fixed term. You can cancel service with 90 days notice.

Don’t worry, your financial data belongs to you. Our offboarding is pretty straightforward as we transfer account ownership to you. As a bonus, there’s no stopping you from replicating the workflows we’ve created for your in-house process – in fact, we encourage it.

Savings can vary considerably depending on your current solution, but our clients tell us that it is generally between 30% and 50%.