Frequently Asked Questions (FAQs)
Yes. I work out of my home office on the McKenzie bench in Kelowna, BC and am happy to meet you my home office or at your place of business. I am often in Calgary, Alberta so could arrange to meet you there as well. Outside of those two areas, communications are via Zoom, phone and emails.
Yikes! No one likes to get calls or letters from CRA. Please contact us as soon as possible so we can make a plan to get you on track and more importantly get you back on CRA’s good side. If CRA is giving you nasty phone calls, please make sure that it is actually the CRA calling you. Please see our blog here on CRA scams for more information.
We can help you move to the cloud and take advantage of all it offers. We don’t work with desktop software anymore so if you want to stay on the desktop (QuickBooks, Sage 50 etc) we aren’t able to help you.
QuickBooks Online, Xero and Sage online are great options if you want to work online. We focus our expertise on QuickBooks online but can also work with Xero if you like. We are an Elite – QuickBooks ProAdvisor, the highest level you can achieve. We will be happy to convert your file to QuickBooks Online if you decide you want to work with us.
We can do the bookkeeping if you have another firm performing the review engagement. If you need someone to do the review engagement we are happy to provide names.
Our bookkeeping and accounting fees are comparable with those of non-designated accountants and bookkeepers.