Talk to us

1. Book a Free Consultation

It all begins with a no-obligation first consultation where we get to know you and your business a little better. 

During our first consultation, we learn about your current challenges and frustrations, determine your requirements and identify the best way forward.

We’ll ask you a few key questions, review any available documents you can share with us and explain exactly how we can help you.

This is your chance to get expert insight — and it’s completely free.

2. We will take care of the Admin

Once you’re ready to move forward, we will provide you with a quotation which includes all the services you require at the most appropriate service levels for your business. 

If you accept our quote, it will be followed with an engagment letter confirming the terms of our agreement.  it will also provide details of our and your obligations to ensure nothing falls through the cracks.

Then we take care of all the onboarding steps for you. That includes gathering your existing records from your existing accountant, obtaining access to your accounting, payroll and tax profiles, performing a diagnostic review of your bookkeeping, payroll, tax compliance and CIPC compliance, setting up or migrating your indormation and more.

We will manage the entire process from here so you don’t have to.

3. You Enjoy the Benefits

With everything in place, you’ll start to experience the real benefits of up-to-date financial information, real-time access to your numbers, clear communication, full compliance and expert support when you need it.

You’ll have more time, more confidence, peace of mind and a reliable partner in your corner as your business grows.

Let’s turn your financial chaos into clarity — starting today.