Let's get you started

Tell us what you need and see an estimate right away. Setting up your secure portal takes about 15 minutes, and you can stop and come back any time.

What do you need?

A few questions so we can price it right

This is how we give you one flat price with no surprises later. Best guesses are fine.

Which best describes the business?

Approximate annual revenue

How many bank and credit card accounts does the business use?

Roughly how many transactions a month?

Is the business registered for HST?

How many people are paid through payroll?Enter 0 if none. Contractors don't count here.

What do you use for the books today?

Where are the books at?

Did an accountant or bookkeeper handle this before?

Fiscal year-end month

How many shareholders?

When was it incorporated?

Does the corporation hold investments or rental property?

Should we also do the owners' personal returns?

Anything else we should know?

Switching from another accountant?

If yes, we'll request your files from them for you. It's free.

Prefer to do this by phone?We'll call you and finish the setup together.