Our Process
WE PROMISE
At CNC, we strive to help individuals and businesses achieve financial success. Our team of experienced CPAs is dedicated to providing personalized services to help you reach your financial goals.
We understand that financial planning and accounting can be daunting, which is why we are committed to making the process as stress-free as possible. Our goal is to create a welcoming and non-judgmental environment where you can feel comfortable discussing your financial situation.
At our firm, you will find a team of professionals who are passionate about helping you succeed. We believe that anyone can achieve financial freedom and create their best life with the right guidance and support.
So whether you’re a small business owner looking to improve your bottom line or an individual seeking to plan for your future, we’re here to help. Join our team today and let’s create your best financial future together.
Our Process For Corporate Clients
Sign up and discovery process for all new business clients. See FAQ below. Usually, it will take less than a week to complete the entire process.
Step 2
Complete discovery questionnaire
Describe your existing issues. What is the scope of the engagement, what services you are looking for? What are your expectations from us?
Step 3
Discovery Call: Zoom or Google Meet, in-person, Phone
During the call share your existing pain points (issues), and your expectations from us as your new accounting firm, and learn about how we can help you. Use the same video link received through email in step 1 otherwise, we will you send you a new link if required.
Step 4
Proposal presentation
We will send you a written proposal that explains the fixed monthly fee for the services. We will also discuss different options to grow your business, and eliminate your accounting issues.
Step 5
Client onboarding
At this step, we will send you an engagement letter, take over the books, and assign a qualified team to your file to manage your books. You will also receive a New Client Welcome Kit which will explain to you the remaining process to avoid any confusion.
FAQ
do i have to through this process?
It is recommended to go through the process. This is an opportunity for us to learn more about your business, understand what’s working well, the challenges you’re facing and how we can help you to overcome those challenges.
How long does this process take?
Usually, the whole process takes 3 to 4 working days. It also depends on how busy you are to complete the discovery form. On our side it is pretty quick.
Are you licensed and insured?
Yes, we are a CPA (Chartered Professional Accountant) firm licensed in Canada. We are regulated by CPA of Canada and CPA of BC Associations.
I don't have time and need a quote rightaway
Without the process, we can provide you a price range. We also give you a price satisfaction guarantee.
I can't wait 3 to 4 days. I have an immediate deadline.
We understand that many businesses are hiring new accountant because they have gotten behind in their filings or need urgent reports for banks or CRA. If you have a similar situation, let us know when you contacted us initially. We will make every effort to meet the deadline. We will also provide you the guidance and support to resolve your issue.
What is the next step after i sign the engagement letter?
During the client onboarding process, we will gather all the necessary information including statutory filing deadlines, for example, CRA, ministry of finance, bank, and other third parties. We will make sure that the whole transition process is smooth and no headache for you. We will help you every step of the way.
CNC Your Full Service CPA Accounting Firm
Exceptional Service | Technical Knowledge | Affordable