How it works
Getting started is simple.
No commitment until you’ve seen the plan and the price. Starting a business, changing accountants or dealing with one specific question: every engagement begins the same way.
- 01
Tell us about your situation
Answer a few quick questions online, or just give us a call. It takes about three minutes.
- 02
Free consultation
Meet with a partner by phone, by video or at our Brampton office. We’ll have already reviewed your answers, so we can get straight to what matters.
- 03
A clear proposal
You’ll receive the scope and fee in writing. Nothing starts until you approve it.
- 04
We get to work
We collect what we need, set up your file and take it from there. You’ll always know who to call and what’s coming next.
Before the first conversation
What helps us help you.
Nothing is required. A short, honest overview is a better start than a perfect one.
Start with your situation- What the business does, or the personal tax question you have
- Whether you already work with an accountant, and what’s changing
- The software you use and how up to date the records are
- Any real deadline: a filing, a lender, a CRA letter
- If it’s handy, your most recent return, financial statements or CRA letters
Good to know
A few ground rules.
A consultation isn’t an engagement
The first conversation is to understand your situation. We confirm whether we can take the work, the scope, the fees and the timetable in an engagement letter before anything paid begins.
Documents come after you engage us
Tax slips, bank statements, CRA authorizations and ID are requested once you’re a client, through the secure client portal. Please don’t send them, or SINs, account numbers and passwords, through a website form, the chat or email.
Have a deadline?
Tell us the actual date and what it’s for. Getting in touch doesn’t mean an extension has been requested or that work has started. We’ll confirm what’s possible.
Common questions
Good questions to ask before you call.
Fees, how we work and what happens when you get in touch.
More questions answeredIs the first consultation free?
Yes. Your first conversation is free and comes with no obligation. We’ll talk through your situation and tell you how we can help.
How much will it cost?
It depends on the size and complexity of the work. After the consultation, you’ll get the scope and fee in writing before anything starts, so there are no surprises.
Can I switch from my current accountant?
Yes, and it’s easier than most people expect. We’ll handle the handover, request what we need and make sure no deadlines are missed along the way.
I’m behind on my filings. Can you still help?
Absolutely. We regularly help clients catch up on unfiled returns and overdue books, and we’ll work with the CRA on your behalf where needed.
Do I need to come to your office?
No. We work with clients across Ontario by phone and video. You’re welcome to meet at our Brampton office by appointment.
What should I have ready for the first meeting?
Nothing is required. If it’s handy, your most recent tax return, financial statements or any CRA letters help us get up to speed faster.
Do you work with QuickBooks or Xero?
Yes. We work with both and can set up, clean up or take over your existing system.
Start with Versa
Not sure where to start?
Answer a few quick questions or call us to talk it through. Your first consultation is free.