The questions we get on the first call.
If yours isn't here, send it through the contact form — we'll answer directly.
A 30-minute discovery call. We review your current setup, pain points, and recommend a tier. You get a written summary the same day, no proposal-by-PDF.
Most clients are fully onboarded within two weeks. If we're migrating from another bookkeeper, we run a reconciliation against your last filed return as part of the handoff.
We serve professional services, trades, e-commerce, and SMB operations across Ontario. If we're not a fit, we'll tell you on the first call and refer you to someone who is.
Flat monthly retainer based on the package you choose — five Ledger packages (monthly cadence) and five Sync tiers (real-time cadence). Investment is confirmed on the discovery call and locked into the engagement letter before any work starts.
Yes — cleanup and catch-up are available with a minimum 12-month recurring engagement. We scope the cleanup separately from the ongoing package.
We move you to the appropriate package or tier at your renewal date — never retroactively.
Month-to-month after onboarding, unless cleanup work requires the 12-month commitment. Most clients stay multi-year, but we don't lock you in.
QuickBooks Online Advanced as the ledger, Dext Advanced for receipts and supporting docs, Microsoft Teams for collaboration on Sync engagements, and Fathom for KPI dashboards in Sync RBS-3 and up (and inside Ledger PKG-5).
Encrypted file exchange, MFA on every system, and least-privilege access. We never store credentials in email or chat.
No. We prepare and stage payments; you approve and release through your bank.
GST/HST filing is an add-on service unless specifically negotiated into your engagement. When included, it's tracked monthly, filed and remitted on time, with a workpaper attached to the period close.
Payroll sits with our strategic partners in the payroll industry — the specialists who do it day in, day out. We hand it to the experts, then post the related journal entries, reconcile, and coordinate T4s and ROEs on our side.
Yes. We respond to information requests, prepare documentation, and coordinate with your tax accountant for anything that needs T2 or T1 expertise.
Custom engagements only, in consultation with one of our trusted CPA partners who specializes in your industry. Ask about it on the discovery call if it sounds relevant.
Ready for books that decide, not just record?
A 30-minute discovery call to walk through your current setup, pain points, and what monthly clarity could look like.