Frequently Asked Questions

We believe in strong working relationships, built on a foundation of integrity and trust. In order to help establish this with you, we offer a 100% guarantee whereby, if after using our services for 2 months you find that you are not satisfied and wish to cancel your subscription, we will return your subscription fees in full. 

Your initial and subsequent payments can be made by credit card or preauthorized debit. Note that, if you choose the preauthorized debit option, your monthly fees will be reduced by 3%.

If you wish to have your initial payment also processed by preauthorized debit, please contact us to make arrangements.   

Yes. This may be part of the onboarding process. The first step, should you require catch-up bookkeeping, is to set you up with an online document management account, which is included as part of your monthly subscription. You can then upload all of your documents for each month that requires catch-up bookkeeping. Pricing for this service may vary, and is something that can be discussed during the initial consultation meeting. 

The short answer to this is no. We provide a streamlined online service, which comes with many benefits, and so we do not touch paper. If you would like to work with us, we are happy to get you set up with your online platforms, to which you can upload the contents of your shoebox, but we do not accept any paper. We recognize that some people have a hard time parting with paper, and we get it; our industry is known for its affinity toward paper! The beauty of accounting is that there are many people who are still quite happy to help in this way. If you would like any referrals for a firm that can help you with your shoebox, please let us know. 

Yes. We are serious about systems, processes and workflows (those 3 words in one sentence put most people to sleep, so hopefully we still have you!). Connecting bank accounts to your online accounting platform is an important piece in the streamlined systems that we set up for you. We use Xero and QuickBooks Online as our primary accounting platforms. Both platforms are highly reputable and commonly used within the industry, and have extensive data security measures in place, including two-step authentication options. If you would like more information on this, please let us know. 

Once you contact us, we will be in contact with you within 24 hours in order to set up an initial discovery meeting, in case you haven't yet had one, and to send you a list of information that we require to get you set up. Following the discovery meeting we will have a follow up meeting in order to present you with 3 service options that you can choose from to best serve your business. Our onboarding process may take from 2 to 4 weeks following on acceptance, depending on the availability of the information needed in order to complete your set-up. 

Note that we do not charge you for the onboarding process specifically (with the exception of possible system conversion or catch-up bookkeeping that may need to be done, as mentioned in FAQ 03). However, we do require up front payment upon selecting your preferred service. Should you wish to cancel your service before the onboarding process is complete, you may do so for a full refund.