Frequently Asked Questions
My bookkeeping is way behind, can I still use this service?
Having accurate and up-to-date books is a foundation of your financial strategy. I got you covered, I can help you get caught up! (I’ve helped people get caught up going back ten years or more… no worries) Book an appointment with me and let’s talk about it! I can help you get back on track.
Is there any kind of setup fee?
No, there’s no setup fee. And no cancellation fee. No extra fees at all! Just one simple monthly price for everything you need.
Your packages mention “up to x transactions”, what’s a transaction?
A transaction is anytime you spend or receive money. It could be anything from a customer payment to a gas receipt to a transfer between bank accounts. Transactions are a good estimate of the size and complexity of a company.
My year-end is coming up soon. Is it still part of the monthly fee? Should I wait?
Taking care of your business year-end is a big part of being your accountant, requiring a lot of time and effort. Part of the monthly service fee helps to spread these costs out over the year. I want to start helping you right away especially if you are facing a daunting year-end. Depending on the timing, it may require a special project quote to get on track.
This all sounds wonderful, but can I afford your services?
My fee is an investment in yourself and your business. The insights I’ll provide for you will increase your profits and taking the accounting off your plate will free up your time to focus on your business. In a practical sense, having a CPA on your team can identify money pits and growth opportunities that might otherwise be overlooked. At the end of the day, we both share the goal of increasing your profits.
What if I don’t need on-going services, I just want a one-time fix?
I can absolutely do a one-time fix. These usually take about 2-4 weeks depending on the complexity of the situation and what your goals are. Let’s book a call to talk about your specifics. You’re welcome to ask me anything that’s on your mind during the call.
Where are you located?
I’m located in Ottawa, Ontario. I work 100% online, which means I can help anyone in Ontario and Alberta (the two provinces I’m registered in). If you’re outside of Canada or those specific provinces, I can help you with process improvements, cost cutting measures, and ways to increase revenue, but not tax related issues.