Frequently Asked Questions

We maintain open communication through multiple channels to suit your preferences. You'll have direct access to your dedicated accountant via email, phone, and secure messaging platforms. We provide regular updates on your account status, send monthly financial reports, and schedule quarterly review meetings. For urgent matters, we guarantee same-day response during business hours. Additionally, we use secure client portals where you can access your financial documents 24/7 and track the progress of ongoing projects.

As our client, your primary role is to provide accurate and timely financial information, including receipts, invoices, bank statements, and other relevant documents. We'll need you to communicate any significant business changes, upcoming transactions, or strategic decisions that might impact your finances. You'll also need to review and approve financial statements, respond to our queries promptly, and implement our recommendations. We encourage active participation in quarterly business reviews and strategic planning sessions to ensure our services align with your business goals.

Absolutely. Professional accountant-client privilege protects all information you share with us. We are bound by strict confidentiality rules outlined in our professional codes of conduct and Canadian privacy legislation. Your financial information, business strategies, and personal details are never shared with third parties without your explicit written consent, except where required by law (such as court orders or regulatory compliance). We use secure, encrypted systems for data storage and transmission, and all our team members sign comprehensive confidentiality agreements. Our commitment to your privacy is fundamental to our professional relationship.

Retaining an accountant means establishing a formal, ongoing professional relationship where we become your dedicated financial advisor and service provider. This typically involves signing a service agreement that outlines our responsibilities, your expectations, fee structure, and service levels. When you retain our services, you gain priority access to our expertise, proactive financial advice, and comprehensive support for all your accounting needs. Unlike project-based engagements, a retainer relationship ensures continuity, allowing us to develop deep understanding of your business and provide strategic guidance throughout the year.

Yes, we specialize in serving small and medium-sized businesses across various industries. We understand that small businesses have unique needs and budget constraints, which is why we offer scalable services that grow with your business. Our services range from basic bookkeeping and tax preparation for startups to comprehensive financial management and CFO services for established companies. We provide cost-effective solutions including our offshore accounting services, which deliver professional quality at reduced costs. Every small business receives the same level of professional attention and expertise as our larger corporate clients.

We offer flexible pricing structures to accommodate different business needs and budgets. Our options include hourly rates for project-based work, monthly retainer fees for ongoing services, and fixed-price packages for specific services like tax preparation or financial statement preparation. We provide detailed, transparent quotes upfront with no hidden fees. Payment terms are typically net 30 days, and we accept various payment methods including electronic transfers, cheques, and credit cards. For comprehensive services, we offer payment plans to help manage cash flow. All fees are discussed and agreed upon before work begins.

Our primary responsibilities include maintaining accurate financial records, preparing comprehensive financial statements, ensuring tax compliance, and providing strategic financial advice. We handle bookkeeping, accounts payable and receivable management, payroll processing, and financial reporting. Additionally, we conduct financial analysis to identify trends and opportunities, assist with budgeting and forecasting, and ensure compliance with relevant regulations and standards. We also serve as trusted advisors, helping you make informed business decisions, optimize tax strategies, and plan for growth. Our goal is to provide you with clear, actionable financial insights that drive business success.