New clients · What to expect
If you’re new to us, here is exactly how it works.
There is no mystery, no pressure and no surprise invoice. This is what happens from the moment you reach out.
The first two weeks
Five steps from your first call to handed off.
Intake
Two minutes online. Tell us what is going on in your own words.
A real reply
Within one business day, from a person, with the questions that matter.
Your quote, in writing
A fixed number before any work starts, so there is no surprise.
Documents in
Secure portal, email, or paper at Harvester Road. Whatever suits you.
Work begins
You get dates, we hit them, and you always know where things stand.
Business clients
Your first year with us.
- First weeks: your statements in, and your books set up and reconciled to your bank and card statements
- Each quarter or year: books closed, HST filed on time, and a call to walk through your real numbers
- Year-end: statements and your corporate return, quoted before we start
- After that: rhythm set. April is now just another month.
Have handy
What we’ll ask for.
- Last year’s tax return (personal or corporate)
- Bank and credit card statements for the period
- T4 slips, if you pay yourself or staff a salary
- CRA letters, even the scary ones, unopened is fine
Missing things? Start anyway. Incomplete is normal, and the checklists help.
It starts with two minutes.
Tell us what is going on. A real person replies within one business day.