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Common questions about pricing, onboarding and data security
Pricing depends on the service and the size and complexity of your business. We offer transparent, upfront pricing and — for bookkeeping — predictable monthly plans. Book a free consultation and we'll give you a clear quote with no surprises.
Book a free consultation, and a member of our team will reach out within 24 hours. Then, simply create your account and upload your documents through our secure client portal. Your dedicated accountant will review everything, confirm the details with you, and complete your setup. Most clients are fully onboarded within just a couple of business days.
Each service has its own checklist. You’ll see exactly what’s required on the service page, and your dashboard guides you through uploading each item. If we need anything else, your dedicated accountant will let you know.
Yes. Documents are exchanged through an encrypted client portal, access is limited by role and necessity, and we follow secure password protocols. We never sell or trade your information — see our Privacy Policy for full details.
Yes. While we're based in Winnipeg, we proudly serve businesses and individuals across Canada through our online cloud based processes.
We work primarily with QuickBooks Online as a Certified ProAdvisor. If your business already uses QuickBooks or is open to switching, we’ll help you set up and optimize your chart of accounts.