How we work
We’re a virtual Canadian accounting firm that offers an easy, safe plan that works.
Getting started is EASY.
We provide a SAFE environment.
You get a PLAN that works.
How it works
Step 1 – Connect with us
Click the button below to schedule your complimentary discovery phone or video call with us. Since we are a virtual accounting firm we are available coast to coast in Canada.
Step 2 – Explore & discover
We want to learn more about you, as well as provide you with a little more about us. During your discovery session we explore what it is that keeps you up at night, and how we could help you to grow a healthy business.
Step 3 – Start growing
With the guidance of our team and forward planning you will receive monthly check-ins, forecasting and so much more. Rather than reviewing the past, we plan for the future.
Our core values
Adapt to Win
Still have questions? We have answers!
Do you work with me all year long or just at tax time?
Our team works with you all year long on accounting and advice, cash flow planning, and business growth support to help you reach your goals.
Do you charge me when I phone to ask a question?
We believe you should have access to professional/CPA regulation accounting advice when you need it, and you shouldn’t feel nickel and dimed by your accountant. We offer flat-rate fees that are predictable and allow you access to our team whenever you need it. Have a question? Give us a call!
What’s the estimated time to get started?
If you’re motivated to hit the ground running, we can onboard in as little as 48 hours from our initial discovery call.
Do you work with clients like me?
We’re a great match for entrepreneurs with a growth-mindset. Typically, our clients have at least $700k in yearly revenue, or a desire to grow their business and revenue purposefully.
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Meet the team
Visionary | CPA, CA
Engagement Director | CPA, CA
Compliance Manager | CPA, CMA
Finance & Support Manager | CPA
Accountant | CPA