New Client Process
Complimentary 10 Minute Consultation
To ensure we are the right fit for each other, we will have an initial virtual, complimentary 10 minute consultation.
Make the Change
If you would like us to be your accountant going forward, we need you to complete the Make the Change form.
Sadie will connect with you to gather the appropriate authorizations with CRA that we need from you to provide you with the level of service we provide.
Basic Filing Fees Paid Up Front
For the first year only (for corporations), an initial $2,000 is required to be paid prior to us commencing your year-end work. For all subsequent years, payment is required in full at the time of the Year-End Meeting.
Whenever You Have Questions
Questions/consultations throughout the year are welcomed anytime (our consulting rate of $250/hr applies).
Whether you need help with your taxes, ensure compliance, sort out your accounting, or see what deductions are available, trust our accounting team to help you save money!