We set up an initial meeting to discuss your business needs regarding bookkeeping, tax preparation, payroll or financial management coaching.
I provide a personalized plan for the transition over to Your VB & Tax Pro, as well as the month-to-month deliverables.
We finalize the client service agreement and you provide a deposit. I also send a detailed email on how we work together so there's no surprises.
Depending on your situation and services provided, we transition or start your bookkeeping or payroll with QuickBooks Online, as well as any other necessary access or applications we need to provide the services to you. As an example for tax preparation, authorizing Your VB & Tax Pro as a representative with the CRA.
We take care of the month-to-month financial backbone of your business.