Our Process

Step 1

Schedule A Call

Schedule A Call

Every business is different, and we want to take the time to get to know your company and understand your accounting situation. Please fill out the form, and and one of our team members will respond within 24 hours to set up an initial discovery call.

Book Now

Step 2

Initial Discovery Call

Initial Discovery Call

This call is to get to know your company and the accounting procedures you currently have in place. This is the time to disclose and review your company’s situation and current practices. From this discovery call, we can gauge what kind of services you require and how we can best assist you.

Step 3

Logistics Call

Logistics Call

Once we have all of your information, our team of experts will analyze your companies situation and brainstorm multiple solutions. One of our team members will contact you to discuss the solutions we believe would benefit your company and break down exactly how we plan to solve every issue that arose during the initial discovery call. We encourage clients to ask any lingering questions about our team and voice any concerns not previously discussed during this call.

Step 4

Onboarding Call

Onboarding Call

Finally, we will design a few packages, outlining the prices and defining each package’s scope. Once you have chosen your desired package, we will begin integrating our team with your accounting processes, discussing timelines and next steps.

We will walk you through how your new cloud accounting software works and how much easier it is to track your financials.

Let’s Chat Today

CALL NOW 905-761-8080

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Robert Pellegrino, CPA, CGA

905-761-8080 ext. 224

Philip Bright, CPA, CGA


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