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Frequently Asked Questions
What services do you offer?

We provide comprehensive financial solutions to support small businesses, including:

  • Accounting Services: Bookkeeping, tax preparation, payroll management, financial reporting, cash flow forecasting, and fractional CFO services.

How do I know which services I need?

During our initial consultation, we’ll assess your business needs and recommend tailored accounting solutions. We’ll ensure you fully understand how each service benefits your business operations and growth.

What industries do you specialize in?

We work with clients across a variety of industries, including:

  • eCommerce

  • Hospitality

  • Real estate

  • Healthcare

  • Professional services

  • Non-profits

How do you charge for your services?

We offer flexible pricing options, including:

  • Flat monthly fees for bookkeeping and accounting services.

  • Custom packages based on the complexity of your financial needs.

What tools or software do you use?

Accounting: QuickBooks Online, FreshBooks, Xero, Wave, and Sage.

Do you work with businesses outside of Vancouver?

Yes! We work with clients across Canada and the United States through virtual tools and cloud-based systems.

Will I have a dedicated point of contact?

Absolutely. You’ll have a dedicated financial expert managing your account. You can reach out to them directly for updates, questions, or support.

How do you ensure my data is secure?

Data Security: We use encrypted storage and secure cloud-based accounting tools.

How often will I receive updates and reports?

Accounting: Financial reports are provided monthly, quarterly, or annually based on your needs.

Do you offer free consultations?

Yes! We provide a complimentary consultation to understand your goals and recommend the right combination of services to help your business succeed.

How do I get started with your services?

It’s simple! Book your free consultation, and we’ll guide you through the next steps to achieve your business goals.

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