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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 have a corporation and would like us to be your accountant going forward, we need you to complete the Make the Change form.

Authorizations Gathered

We 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 $450/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!

Make the Change

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