Frequently asked questions

Straightforward answers before we begin.

Learn how our services, scope, fees, software support, and secure document practices work.

What areas do you serve?

We are based in North Vancouver and support individuals and businesses across Metro Vancouver. Many services can also be delivered through secure, organized digital workflows.

Do you work with both individuals and businesses?

Yes. We provide personal tax preparation as well as bookkeeping, payroll, sales-tax, corporate tax, and advisory services for businesses.

Can you help if my bookkeeping is behind?

Yes. Catch-up and cleanup bookkeeping is a core service. We first assess the backlog, records, software, and filing deadlines, then define a practical scope.

Do you support QuickBooks and Xero?

Yes. We provide setup, cleanup, migration, and ongoing bookkeeping support in both platforms.

How are fees determined?

Fees depend on service scope, transaction volume, record quality, number of accounts, filing requirements, and reporting needs. We confirm the work and pricing before starting.

What should I send through the contact form?

Send only general information about the help you need. Do not submit SINs, tax slips, banking credentials, or other highly sensitive documents through the public website form.

Start with a conversation

Still have a question? Start with a brief, non-sensitive description.

Tell us what you need. We’ll help you understand the next practical step and whether our services are a good fit.