Yes—our services are fully virtual. We use secure, cloud-based accounting software along with a dedicated client portal, giving you 24/7 access to all your financial documents, reports, and communications in one place. You can upload files, review reports, and approve tasks from anywhere—whether you're at home, in the office, or on the go. This approach not only saves time, but also ensures your records are always organized, accessible, and securely stored.

Once you decide to work with us, you’ll be assigned a dedicated onboarding specialist who will guide you through each step of the process. We’ll provide a clear checklist of what we need, and we’re here to answer any questions along the way. If all required information is provided promptly, we can typically complete onboarding within 2–3 business days—getting you set up quickly, accurately, and with minimal disruption to your operations.

Yes, we can help bring your books up to date. The first step is a discovery call to assess the scope of the catch-up work required. This is typically handled as a separate engagement from ongoing monthly bookkeeping. Please note that we only take on clean-up projects for clients who intend to continue with us for regular bookkeeping going forward—we do not offer one-time clean-up services.

There’s no long-term contract—you’re free to cancel at any time. That said, for all new clients, we require a minimum 3-month commitment. This allows us to dedicate the necessary time and resources to properly onboard your business, clean up your books if needed, and establish a smooth monthly process.

After the initial 3 months, you can continue month-to-month with no obligation. That said, we’re confident you’ll find having your bookkeeping handled professionally to be such a relief that you’ll want to stick with us for the long haul.

Yes, we do. During our Discovery Call, we’ll learn more about your business structure, needs, and goals. From there, we’ll recommend the plan that best fits your profile—including our solopreneur option if it’s the right match—or guide you through one of our three core service tiers.

We work with a wide range of small to medium-sized businesses across Canada, including both incorporated companies and professional service providers. Our clients span industries such as:

• Medical, Dental, Orthodontics, and Veterinary

• Legal, Engineering, and Consulting

• Construction, HVAC, Plumbing, and Landscaping

• IT, Software Development, and Web Design

• Security Services and Moving Services

• Distributors and Automotive

• Content Creators and Marketing & Advertising

Whether you're running a solo practice, managing a service team, or scaling a digital agency, we tailor our accounting and bookkeeping solutions to meet the unique needs of your industry.

Yes—reliability is at the core of how we work. We understand that timely, accurate financial support is critical to your business, which is why we prioritize clear communication, proactive service, and consistent follow-through. Our goal is to become a trusted partner you can rely on—not just during tax season, but year-round.

Yes—you’ll be assigned a dedicated account manager who will be your main point of contact. We believe in building strong, ongoing relationships, which means you’ll always know who to reach out to when you have questions.

We also value transparency and clear communication. At the start of our engagement, we’ll outline how and when to reach us, including expected response times. While we aim to be highly responsive, we also set boundaries so our team can deliver the quality and attention your business deserves—just as you would want for your own time and team.