Accountants in Calgary |
Work with us

Grow your business, focus on your life.

Accountants in Calgary | We Provide Thorough, Dependable Services & Ensure Your Finances are Secured.

Accountants in Calgary | Welcome to Our Onboarding Process!

We’re thrilled to have you with us and can’t wait to get started. Our onboarding process is designed to be simple and transparent, so you’ll always know what’s coming next. Here’s how it works:

Step 1: Help Us Learn About You

First things first, we need to get to know you better. This initial step is all about understanding your needs and goals. You’ll fill out one of two forms:

Business Form: Tell us about your business. It’s mostly drop-down boxes, plus a text box where you can share your goals for working with us.
Personal Tax Form: Let us know about your personal tax situation. Use check boxes to indicate what applies to you, and a text box for any detailed info.

Step 2: Set Up a Meeting with Us

Within 24 hours of completing the form, you’ll get an email inviting you to set up a meeting. You can choose the date, time, and whether you prefer a virtual or in-person meeting.

Step 4: Proposal

After our meeting, we’ll prepare a proposal for you to review. We believe in being upfront with our pricing, so our proposals are clear and detailed. If you have any questions or need adjustments, just give us a call, and we’ll update the proposal as needed.

Step 5: Get Busy

Once you sign off on the dotted line, we’ll get busy working with you to help you achieve your goals. We’re committed to seeing your vision come to life.

We’re excited to work with you and help you reach your goals. If you have any questions at any stage, please don’t hesitate to reach out. Let’s get started!

Accountants in Calgary | Call us TODAY to learn how to "Get the most out of life!"

Book an appointment to learn how we can take care of your accounting needs.

Accountants in Calgary |Work with us