How it works

A clear, structured process from first conversation to organized books. We follow the same workflow for every client—so you always know what to expect.

Step 01

Consultation

We start with a consultation to understand your business, your bookkeeping challenges, and determine whether our services are the right fit.

Step 02

File Review

If your records are behind or unclear, a file review is completed to assess the condition of your books and define the required work.

Step 03

Proposal

You receive a clear proposal outlining scope, pricing, and timelines before any work begins.

Step 04

Onboarding

Once approved, we onboard your business into our systems and establish clear workflows and communication processes.

Step 05

Ongoing Monthly Workflow

Bookkeeping is completed on a consistent schedule, with clear reporting and structured communication.

What to Expect When Working With Us

Clear Communication

Regular updates, clear reporting, and responsive support through your client portal.

Consistent Workflow

Same process, same schedule, every month. No surprises or last-minute scrambles.

Professional Standards

CRA-compliant records and accountant-ready books you can rely on.

Ready to get started?

Book a consultation to discuss your bookkeeping needs. It’s the first step toward organized, compliant books.