No problem! We understand that every business is unique and has different needs. That's why our service packages are customizable, and can be tailored to your specific requirements. We find that the packages outlined above tend to be a great starting point, but our goal is to eliminate as much stress as we can from your accounting and finance functions, so our discovery process is designed to ensure we’re creating a package that meets your specific needs.

CRA representation refers to our ability to act as your advocate with the Canada Revenue Agency (“CRA”). We know that for many business owners, talking with the CRA can be a very stressful experience. At Clearpath Accounting, we have many years of experience with the CRA’s regulations and procedures. We can help you navigate the complexities of dealing with them, and work to ensure that your interests are protected.

All of our service packages include basic CRA representation - if the CRA gives you a call, you can send them to us. After coming on board, most business owners will never need to talk to the CRA again.

Basic CRA representation does not include managing a CRA review or audit. Our CRA Review Protection service, included in Scale, covers our fees for managing a CRA review. Audits are outside the scope of that protection. If you receive a CRA request, we’ll help you understand it and identify any support beyond your package.

Before we meet, you’ll receive a Personalized Year-End Insights Video explaining your financial statements and key takeaways. Watch at your own pace, revisit sections and note your questions. Our Year-End Strategy Meeting then focuses on those questions, what the results mean for your business, and tax planning and next steps for the year ahead.

For Scale clients, this year-end discussion forms part of your quarterly strategy meetings.

We believe that the onboarding process is a critical part of building a successful, long-term relationship with our clients. That's why we offer an onboarding experience that is tailored to your specific needs. When you become a client, we’ll immediately begin working with you to gather the necessary information we need to deliver the services you’ve requested. We’ll also host an onboarding meeting to go over any immediate questions you have, introduce you to our processes and industry-leading software, and get you set up for success. Our goal is to ensure that you feel fully supported from day one.

QuickBooks Online (QBO), hands down. We have plenty of experience with the alternatives, and there are some other solid options available (Xero, we’re looking at you). We could go on, but we’d probably put you to sleep. If you’d like to chat further, please reach out to book a discovery meeting using our contact form!