Frequently Asked Questions
Answers to what most people ask before their first call.
How fast can you get us caught up?
Most clean-ups complete in days to a few weeks, depending on complexity and months of backlog.
Will I have a dedicated bookkeeper?
Yes — a dedicated bookkeeper plus CPA oversight for quality control.
Do you work with QuickBooks Online, Xero, and NetSuite?
Yes. We support all three and help you choose or optimize your setup.
Can you file GST/HST/PST?
Yes. We prepare and file returns and tie them back to your books.
What does onboarding look like?
A kickoff call, secure connections, policy setup, and your first reporting cadence — typically within 5–10 business days.
How do you keep my data secure?
Encrypted storage, access controls, and audit trails. We follow industry best practices and can share our security checklist.
Do you provide audit, assurance, valuation, or Notice to Reader (NTR) services?
No — and that is by design. We focus on bookkeeping, tax preparation, payroll, AR, and AP. Audit, assurance, asset valuation, and NTR engagements require professional independence and belong with your CPA. We prepare clean books and well-documented files; your CPA handles the work that needs validation.
Do you serve businesses in both Canada and the USA?
Yes. We’re headquartered in Vancouver, Canada, with CPAs credentialed in both countries, and we serve clients across Canada and the United States — including cross-border businesses.
Do you work with CPA firms?
Absolutely. We provide white-label and overflow bookkeeping, payroll, and AR/AP so firms can scale capacity without new hires — behind the scenes, never client-facing unless you want us to be.
Do you handle accounts receivable and accounts payable?
Yes. We manage invoicing and collections (AR) and vendor bills and payments (AP) so your cash flow stays healthy and predictable.