How Working With AccountIF Works

Free Consultation

We start with a free, no-obligation conversation. We learn about your business, your current accounting setup, your compliance obligations and what you need most. No jargon, no sales pressure — just an honest assessment.

• ✓ Understand your business goals
• ✓ Review your current books and systems
• ✓ Identify the right services for your situation
• ✓ Answer your questions openly

Tailored Proposal

Based on our consultation, we put together a clear proposal — exactly what we'll do, how we'll do it, and what it costs. Fixed pricing only: no surprises, no hourly billing ambiguity.

• ✓ Clear scope of work
• ✓ Fixed monthly or project fee
• ✓ Defined deliverables and timelines
• ✓ No hidden charges

Smooth Onboarding

Once you're ready to proceed, we set up your systems, connect your cloud accounting software, and create the processes that will underpin your finance function. We take the load off you from day one.

• ✓ Software setup and access
• ✓ Process documentation
• ✓ Data migration where needed
• ✓ Introduction to your dedicated team

Ongoing Delivery

Your dedicated team handles your day-to-day accounting and compliance — accurately, on time, every month. You get clear reporting and a single point of contact who knows your business.

• ✓ Monthly bookkeeping and reconciliation
• ✓ Payroll and GST/HST filings
• ✓ Management reports on schedule
• ✓ Proactive communication

Review & Grow

We don't just maintain the status quo. We review your position regularly, flag tax-saving opportunities, and scale our support as your business grows.

• ✓ Annual review of tax position
• ✓ Proactive planning recommendations
• ✓ Flexible capacity as you scale
• ✓ Year-end financials and tax filing