Chartered Professional Accountants

Process

 

In supporting our mission of permanently improving the quality of our client’s lives, we have defined a straightforward process to achieve this.

Regardless of whether your business is a startup, growing like crazy, in bankruptcy, or just puttering along, we’ll apply this same process.

 
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Scouting

Our initial 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 work out your current tax status.

 
 
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Planning

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.

 
 
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Deployment

The fun really begins when we deploy your new accounting system. This includes training to ensure managers and staff can follow the new processes. We’ll also get caught up on any tax and financial reporting.

 
 
 
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Support

With the right processes in place, we can provide the on-going support you need to operate your business. Ranging from simple tax preparation right up to complete outsourced accounting services and CFO-level advice, we’ll be your partners on every step of the journey.

 
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Ready to get started?

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