OUR PROCESS

  • 1. Discover

    We will learn about your business processes and needs.

  • 2. Propose

    After a throughout assessment, we will recommend packages that best fit your business.

  • 3. Engage

    We take over the accounting function and ensure a smooth transition.

  • 4. Set-up

    We implement your very own app ecosystem and create processes and methodologies based on your needs.

  • 5. Guide

    We will teach you how to use the apps and we will provide you with unlimited access to our team to ensure you are making the most of your new processes.

  • 6. Enjoy

    We will meet monthly or quarterly to go over strategies and KPI’s so you can enjoy what you love most “being an entrepreneur”.

PLANS

Focus Flow

For contractors, Professionals, microbusinesses looking to monitor finances and taxes closer

  • Complete Tax Compliance
  • Bookkeeping
  • Annual Financial Health Check-up Reports
  • Annual Budget Setup + Analysis
  • App Training + Setup
  • -
  • -
  • XERO/ QBO
  • HUBDOC
  • -
  • -
  • -
  • -

Growth Flow

For businesses who are serious about the next stage of their growth

  • Complete Tax Compliance
  • Bookkeeping
  • Quarterly Financial Health Check-up Reports
  • Semi-Annual Budget Setup + Analysis
  • App Training + Setup
  • -
  • -
  • XERO/ QBO
  • HUBDOC
  • FATHOM
  • -
  • Unlimited Monthly CPA Consulting
  • -

Scale Flow

Businesses requiring more regular advice and strategic tax planning

  • Complete Tax Compliance
  • Bookkeeping
  • Monthly Financial Health Check-up Reports
  • Quarterly Budget Setup + Analysis
  • App Training + Setup
  • Quarterly Cash Flow Projections Review
  • Monthly Coaching Sessions
  • XERO/ QBO
  • HUBDOC
  • FATHOM
  • FLOAT/Other App
  • Unlimited Monthly CPA Consulting
  • Priority Zoom Support