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

  • Taxes and Government Remittances.. We’ve got you covered.
  • We will reconcile your banks and credit cards
  • Annual - We will prepare financial Check-up reports so you know where you are standing!

  • Xero + Hubdoc
  • App Training + Setup

  • Dedicated support email

Growth Flow

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

  • Taxes and Government Remittances.. We’ve got you covered.
  • We will reconcile your banks and credit cards
  • Quarterly - Want to grow your business? we will meet with you quarterly to set up goals and work on strategies to meet them
  • Xero + Hubdoc + Fathom
  • App Training + Setup
  • Have an urgent question? Need advice? We’ve got you covered with unlimited CPA consulting

Scale Flow

Businesses requiring more regular advice and strategic tax planning

  • Taxes and Government Remittances.. We’ve got you covered.
  • We will reconcile your banks and credit cards
  • Semi-Monthly - We will meet with you every other month to work on goals and strategies and skyrocket your business.

  • Xero + Hubdoc + Fathom
  • App Training + setup
  • Have and urgent question? Need advice? Get first on the line service and priority video chat meetings.