Why the firm is built this way
Twenty minutes, free. I want to understand your business before I tell you anything. If you’re not a fit, I’ll say so on that call and point you toward someone who is.
You Get a written proposal
Scope, what’s included, what isn’t, and the fee. Fixed, not hourly. You’ll know what you’re paying before you commit, and it won’t move because a month got busy.
Onboarding is a defined process
CRA authorization so I can deal with them on your behalf, your document folder, your books set up or cleaned up, and a call to walk through it. Most clients are running within two weeks.
Then it's routine, on purpose
Documents in, reporting out, on a schedule you can predict. Questions answered within two business days. A real conversation before year-end, while decisions are still open.
What I use, and what I don't
I use AI and a small team for production work. That’s why a firm this size can take on the volume it does and still have a CPA looking at your file. Nothing gets sent to you that I haven’t reviewed. Nothing gets filed that I haven’t signed.
What stays with you
I don’t handle regulatory compliance specific to your industry, meaning TICO for travel, RECO and TRESA for real estate, WSIB and Construction Act obligations for trades, or your professional college’s requirements. I’ll flag things I notice. They aren’t my file.
