top of page
maple leaf

PAYROLL • HR • BENEFITS • BOOKKEEPING

From Hello to Handled

Here is exactly what happens when you get started with us.

Step 1: Let's Get to Know Your Business 

Everything starts with a complimentary consultation with Zoom or a phone call. 

We will discuss:

​

  • Your Business and Industry.

  • Your Payroll, HR, Benefits and Bookkeeping needs.

  • Any current challenges you’re experiencing. 

  • The accounting software you’re using. 

  • How we can best support your business. 

​

This is also your opportunity to as questions and determine if we are the right fit. 

Step 2: Receive your Personalized Proposal 

Following our conversation, you'll receive a customized proposal outlining:

 

  • Services

  • Monthly pricing

  • Scope of work

  • Engagement agreement

 

No hidden fees. No confusing packages. Just clear pricing based on your business needs.

Desk Essentials Arrangement
office

Step 3: Welcome Aboard

Once you're ready to move forward, we'll take care of the onboarding.

 

From here we will:

​

  • Send you a new client information page to be filled out.

  • Request authorizations for ROE, WSIB or WCB access as well as read only feed from your bank (only for bookkeeping services. 

  • Set you up with our secure online portal for safe document sharing, message sharing as well as providing you with reminders.

  • Connect your accounting software or set you up with QuickBooks Online or Xero Online. 

  • A Pre-Authorized Debit (PAD) agreement will be provided through our secure payment provider, allowing for seamless and convenient payment of our services.

Step 4: The Full Review

Once we have confirmed that we have received all of the required documentation the real work for us starts. We will review your files to make sure everything is complete and inform you if we find any discrepancies. We can set up another Zoom Call or phone call should we need to dig a little deeper to ensure we have all the bases covered. 

office

Set 5: Relax – We Got It 

From here, we manage your payroll, CRA remittances, reconciliations, bookkeeping and monthly reports so you can focus on running your business.

 

Our goal is to make the transition as easy as possible.

notebook office

Ready to make the back office a little easier?

Tell us a little about your business and where you could use some extra support. We’ll take it from there.

bottom of page