PROCESSES

The business owner wants to focus on developing her business. She decided to outsource the bookkeeping to a professional.

First Call

We schedule a meeting or phone call to learn all about your business, ask pertinent questions, and listen to your needs. We will discuss the package you choose and make sure it is works for you. If not, we will work with you to find something that fits you.

Signing the Contract

After making a thorough assessment of your unique needs and agreed on the terms of the service to be provided. We will send you’re a formal engagement letter / contract for you to sign off.

Boarding

We will gather all information needed to setup your account with Angelo Accounting. We will also commence the process of creating your Company books and set it up into QuickBooks and have you connected your Business account to QuickBooks.

Kick-Off and Ongoing.

Once you setup, you can now focus on your business and let us take care of your finance and make sure your business is always compliant with CRA.

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