One discovery call. A flat price. Your decision.
A discovery call is how we scope your flat monthly price. We ask, we quote, you decide. That’s the whole call.
CRA EFILE authorized · Every file reviewed by an accountant · Built in Ottawa, Canada
What to expect
Step 1
We ask about your business
Transaction volume, accounts and connections, anything complex, and payroll. Plus where your books stand today. Plain questions, no jargon.
Step 2
We quote your price live
You get your flat monthly number on the call, not in a follow-up email three days later. If catch-up work is needed, we scope that too.
Step 3
You decide
Take the price and think it over, or start that day. Month to month, no contract, and the price doesn’t expire when the call ends.
Pick a time
Calls run up to 30 minutes, on video or phone, with a member of our team in Ottawa.
Book your discovery callNothing to prepare. Bring your questions.
Before you book
Do I need to prepare anything?
No. You already know everything we will ask: roughly how busy your accounts are, how many people you pay, and where your books stand. If you don’t know an exact number, a rough answer is fine for scoping.
I’m mid-year with another bookkeeper. Can I still switch?
Yes, and you don’t have to wait for year-end. We take over your file, bring anything outstanding current, and handle the transition with your current bookkeeper if you want us to. Mid-year switches are routine for us. Here is exactly how the switch works.
Is this a sales pitch?
No. It’s a scoping call. We need four pieces of information to price your business, and you need a number to make a decision. One call covers both. If we’re not the right fit, we’ll say so on the call.