Our Process

Our Process For Business 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 1

Book a call

Book a free consultation meeting according to your schedule.

cncpa-calendar-book a call
Discovery questionnaire

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.

discovery call
accounting proposal

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.

onboarding

FAQ

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.

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.

Yes, we are a CPA (Chartered Professional Accountant) firm licensed in Canada. We are regulated by CPA of Canada and CPA of BC Associations.

Without the process, we can provide you a price range. We also give you a price satisfaction guarantee.

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.

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