ACCOUNTING SERVICE FAQ

Find quick answers to the most frequently asked questions about our accounting, bookkeeping, and tax preparation services. Whether you're a small business owner or an individual, this FAQ will help you better understand how we can support your financial goals.

What does the monthly accounting process look like?

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Our monthly accounting process starts with receiving your source documents. Our staff compiles the information and reports back to you with the following to help you take back control of your finances:
•  Make monthly profit and loss statements
Make monthly balance sheets
Perform regular account reconciliation
•  Offer advice based on your financial statements, tax planning, and your business’s situation

We also include the following services:

Business tax work•d
Sales tax filings
T4, T5, T4A slips
Audit representation

When should I consider switching accounting solutions? How do I do it?

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Trust your gut. If you’re already thinking about leaving your current accounting firm, then you’re ready to move on. Don’t Let These Fears Below Hold You Back:

• What if I’m making the wrong decision?
• I’ve got too much going on right now.
• I don’t want a new accountant to know that my books are a mess or my taxes have fallen behind.
• I can’t afford a different level of service.


Don’t forget the necessary steps to move forward once you make your decision. If you’d like, we can help you with the process.

3 Steps to Change Accounting Firms:

• Find a new accounting firm.
• Inform your current accounting firm.
• Set goals with your new accounting firm.

What accounting system do you use?

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We primarily use two systems: Xero and QuickBooks Online. That being said, we will work with other systems depending on your preferences and needs.
However, depending on the software you use, your subscription fee may be included in your monthly accounting fee.

How do we send documents, receipts, and bills to you?

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We will set you up on Hubdoc (secured and encrypted portal) to collect all your bills, invoices and bank statements.
But, if you are located near the Outaouais region, we have someone picking your hard copy folders with all of your business documents.

Do you use additional apps or tools?

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We use a considerable number of apps and tools; we typically assess your situation and recommend various tools in our scoping process but we could work with any online tool or app. But, if you are located near the Outaouais region, we have someone picking your hard copy folders with all of your business documents.