All photography provided by Leah Laurie Photography

Looking for a bookkeeper? 

We value our clients' absolute satisfaction. Tell us more about your company, and we'll follow up to see if we are the perfect fit for your business needs. 

 

OUR PROCESS

step one

tell us about your company and your needs

Please complete our quick questionnaire here: https://forms.office.com/Pages/ResponsePage.aspx?id=TX4hOei60UGz6PijstE0J2gWv_8MlUJOpHbBbPJcQOlUQlE0WDZVVFFZOUs1SkVSM0NIS0xFSzlURSQlQCN0PWcu

If you are unsure of any of the information, just skip it and move on to the next question. If you have any questions or are unable to complete the questionnaire at the above link, please email info@bankingonit.ca or call our office toll-free at 1-877-677-4566.  

If you choose to contact us over the phone, our staff will be happy to record your email address and forward you the questionnaire or, if you'd prefer, ask the questions and take the information down over the phone.  

Aaron will review the information prior to moving on to Step Two in our process.

 

STEP TWO

Meet Our Team

Upon determining we will be a good fit, one of our staff members will reach out to you to book a consultation appointment in our office. We feel that it is important for you to get to know your bookkeepers and feel confident in their ability to help your business succeed. During this consultation meeting, we will discuss your company's structure in more specific detail and talk about the next steps!  After this meeting, you will receive a copy of our privacy policy and a few forms to fill out and return to us should you choose to make Banking On It Bookkeeping your new certified bookkeeper! 

About Us →

 

STEP THREE

SIGN THE AGREEMENT

We will draft an agreement detailing all the services Banking On It Bookkeeping will perform in order to set clear expectations for our role and yours going forward. We will discuss how each person's role will be fulfilled and how payments can be made. If you have any questions at any point during the on-boarding process, we are always available to answer by phone or email. Visit our contact page to get in touch with us!

Contact Us →