Getting Started

Getting Started

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The Bookkeeping Roadmap to Getting Started with Us


You Want To Manage And Grow Your Business
You Need Up To Date Accurate Numbers To Make The Right Decisions

We Want To Provide Accurate Numbers For You
We Need Your Information ON TIME So We Can


Phase 1: First Steps

Connect With Us. We want to make sure we are the best fit for your needs so please complete this brief questionnaire to help us learn a little about your business. We will then get in touch to book a complimentary phone or Zoom call and since everything is online, we work with clients across Canada.

Phase 2: Let’s Chat

We’ll connect and talk about your business and answer any questions you may have about how we do things. We know that every business has unique needs and challenges, so we’ll dive into what’s giving you the most headaches and sleepless nights. We also want to learn about your dreams and aspirations so we can determine how best we can help you achieve them. Here are some of the questions we may need to ask you.

Phase 3: The Deep Dive

We’ll conduct a full analysis of the current state of your books, your accounting systems, technologies and processes to help us determine the best ways to use cloud accounting tools to streamline your operations.

Phase 4: Transparent Pricing

We’ll outline the value we bring and have an open pricing discussion with you. We quote you our flat fee before any work begins so you never get any surprises later on. You’ll have a choice of 3 price plans to choose from to make sure they address all the important issues and see which one is the best fit.

Phase 5: Getting Started

Here’s where things really start to get exciting. Once you have found a package that works for you we will flip the switch and get you setup with a kick-off call where we’ll set up the systems, wrap up the admin, and introduce you to your team!

Phase 6: Onboarding

We are going to flip the switch and get you setup with new software, apps and systems as best fit your requirements. We will also spend time with you making sure you have a comfortable grasp of the new tools you will be using. This is the bulk of what will be done during the setup /clean up phase:

Phase 7: Getting Sorted

This can be the most time consuming part of the process but also the most satisfying and rewarding. We will go through your books and make sure that all reconciliations are complete through the end of the last completed month. We do this so when we begin your monthly bookkeeping we know everything is starting out right.

Depending on where you are, this can be just a couple of weeks or months or even a couple of years that need to be updated. We have seen it all so never feel shy or embarrassed to ask for help if you are behind; you are making the right move.

Phase 8: Maintenance


Here is where we begin the monthly bookkeeping services that we established in our earlier discussions. You are now setup with a new “hassle free” bookkeeping system designed to help you manage your business more effectively.

Let’s get started. Please complete this brief questionnaire to help us learn more about your business.