Frequently asked questions

Who are we?


We are a team of Professionally designated Accountant CPA’s (Chartered Professional Accountant), Certified Internal Auditor (CIA), Certified Exit Planning Advisor (CEPA), Certified public accountants (CPA, US) and other Accountants and Bookkeepers based out of Canada serving all small business owners.




Why did we start our firm?


We want to change the Canadian small business sector by providing small business owners with an accurate, tax-compliant financial report that they can use to make a meaningful decision to grow their business. We want to positively impact the business world, where the client, tax authority, and prospective buyers have higher confidence in the numbers.




Do we pay extra for support?


No – it is all-inclusive. You choose the support option you want.




Is there any other hidden cost?


No, we believe in transparent pricing and detailed engagement policies. We guarantee our pricing will not change when you sign-up for annual service, even if your business package limit changes completely.




When can you terminate engagement


Anytime - With one month’s notice at the end of the contractual period.




Why choose us over another CPA (Chartered Professional Accountant) firm or another Bookkeeping firm?


While we agree all the CPA firms and other bookkeeping firms are pretty good at what they do, some are amazing. Our service offering, the fee structure is unique. Where we don’t stop in compliant financial statements, we start from there and provide you quarterly updates on your financial health along with the valuation indicator to show how your company’s indicative value has changed from one period to another based on the industry-leading data that all financial institutions and investors use to make crucial decisions.




What is the advisory management report?


This will include some or all of the following reports:

  • Income statement
  • Balance sheet
  • Cash flow statement
  • Accounts receivable detail and summary
  • Accounts payable detail and summary
  • Variance analysis
  • Trend analysis
  • Benchmarking report
  • Valuation summary report




What is the Notice to Reader?


Your accounting report is prepared by the software for internal purposes, with a notice to the reader explicitly stating there is no assurance. If you don’t need to provide the statement to banks, potential lenders, or investors, this is a perfect option.




What is Compilation engagement?


Suppose you are required to provide your financial statement to an external party like banks, financial institutions, or investors. In that case, we must complete a ‘Compiled Financial Statements’ according to the CPA requirement. Compiled financial statements require risk analysis, Note disclosure, and most importantly, comply with CSRS 4200.





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