Frequently Asked Questions

We work primarily with small and medium-sized businesses, incorporated professionals, and independent contractors across Vancouver and British Columbia. Our clients span industries including professional services, construction, technology, retail, healthcare, and real estate. If you’re unsure whether we’re the right fit, book a free consultation — there’s no obligation.

Getting started is straightforward. Book a free consultation through our contact form, WhatsApp, or phone. During the consultation, we’ll review your current financial situation, understand your needs, and recommend the bookkeeping and accounting services that make sense for your business. From there, we handle the onboarding process and get you set up quickly.

We work with industry-leading cloud-based accounting platforms including QuickBooks Online, Xero, and Sage. If you already use a specific platform, we’re happy to work within your existing setup. If you’re starting fresh, we’ll recommend the best cloud accounting option based on your business needs and budget.

Yes. All of our bookkeeping, tax, and accounting services are available remotely across British Columbia. We use secure cloud-based tools for document sharing, communication, and collaboration, which means you get the same level of service whether you’re in Vancouver, Victoria, Kelowna, or anywhere in BC.

Data security is a top priority. We use encrypted, cloud-based platforms with bank-level security, multi-factor authentication, and role-based access controls. We follow Canadian data protection best practices and never share your information with unauthorized third parties.

Absolutely, and we make the transition as smooth as possible. We’ll coordinate with your previous provider to obtain your financial records, review your current books for accuracy, and handle the entire migration process. Most transitions for Vancouver-area businesses are completed within one to two weeks.

We provide monthly financial statements as part of our standard bookkeeping service, including a profit and loss statement, balance sheet, and cash flow summary. For consulting clients, we offer more frequent reporting and custom dashboards tailored to the KPIs that matter most to your business.

Absolutely. If you receive a notice from the CRA, we review the correspondence, prepare the necessary documentation, and represent your interests. Our proactive approach to Canadian tax compliance means our clients are well-positioned in the event of a review or audit.

Bookkeeping focuses on the day-to-day recording of financial transactions — categorizing expenses, reconciling bank statements, and maintaining accurate records. Accounting goes further, involving analysis, reporting, tax planning, and strategic financial advice. Most BC businesses benefit from both, and we offer integrated services that cover the full spectrum.

Our fees depend on the scope and complexity of the services you need. We offer transparent, fixed-fee pricing for most of our core bookkeeping, tax, and payroll services so you always know what to expect. During your initial consultation, we’ll provide a clear quote based on your specific requirements — no hidden charges.