How It Works
Working with a firm shouldn’t feel complicated.
Below is the exact journey every client goes through.
1. Discovery & Fit Call
We start with a conversation to understand your business, challenges, and goals.
What we cover:
Your current financial setup
Pain points and bottlenecks
What success looks like for you
Which service line fits best
2. Financial Health Assessment
A deeper dive into your systems, books, and processes.
We review:
Your bookkeeping accuracy
A/R, A/P, and payroll workflows
Reporting structure
Tax compliance status
Software and systems
3. Proposal & Roadmap
We present a tailored plan based on your needs and goals.
Includes:
Recommended service tier
Scope of work
Timeline
Pricing
Implementation roadmap
Explore: Fractional CFO • Controllership • Bookkeeping
4. Onboarding & Clean‑Up
We set up your systems, clean up your books, and establish workflows.
This may include:
Accounting software setup or optimization
Bookkeeping clean‑up
A/R and A/P workflow setup
Payroll alignment
Tax document collection
Reporting templates
5. Monthly Operations & Reporting
Your financial operations run smoothly — and you get clarity every month.
Depending on your service line, this includes:
Monthly bookkeeping
A/R and A/P management
Payroll processing
Monthly financial statements
KPI dashboards
Cash flow updates
6. Strategic Guidance & Continuous Improvement
For Controllership and Fractional CFO clients, we go beyond the numbers.
We support you with:
Budgeting & forecasting
Pricing strategy
Cash flow planning
Scenario modeling
Tax planning
Quarterly strategy sessions
7. Year‑End & Tax Filing
We close your year cleanly and file your returns accurately.
Includes:
Year‑end adjustments
Corporate tax return (T2)
Personal tax return (T1) for owners
CRA support
Tax planning for the next year
Explore: Tax Planning & Compliance