Chartered Professional Accountants

New Client Process


As a business owner, selecting an accountant to work with is a major decision. We acknowledge that changing your accountant is hard work, and making the right decision is really important.

We expect to work with our clients for many years, and we invest heavily in developing a good working relationship with you from the very beginning.

To us, that means getting to know you, and your business, in great detail. It means understanding and addressing your most pressing issues, and then implementing a maintenance program to ensure your business hums along smoothly.

We know that providing tax advice is just a small portion of the service business owners need. At the fore-front of advice we provide is the selection, implementation, and management of cloud-based accounting and operational software.

We’re specialists in developing accounting systems that are easy to use, fast to operate, and minimize the overall costs of administering your business.

Regardless of whether your business is a startup, growing like crazy, or just puttering along, we follow this process to ensure a strong, long-term relationship.



Our initial free consultation will be focused on your business needs. We’ll dive into the purpose of your administration system, and the tasks you’re having the most difficulty with. We’ll also gather information for tax planning and establish your current tax status.



During this stage, we develop a plan and a budget. We’ll provide you with pricing for several different service levels, and make recommendations on the most suitable software for your business.



The fun really begins now. We’ll rapidly get you caught up on all your bookkeeping, tax filings, and any other reporting requirements.

If your software needs updating, we’ll also implement the new systems. This includes training to ensure managers and staff can follow the new processes.



With everything caught up and the right software in place, we can provide the on-going support you need to operate your business.

Our basic support includes bookkeeping, payroll, and the preparation of annual financial statements and tax returns.

We can also provide assistance with financial planning, budgeting, staff training, and month-end close procedures.

Regardless of the support you need, we’ll be your partners on every step of the journey.


Ready to get started?