Q: What’s changing?
A: New client onboarding now happens through our partner team. You’ll still get the same day-to-day bookkeeping care — just with more support behind the scenes.

 

Q: What’s staying the same?
A: The way we care for your books. Clear communication, organized systems, and calm, consistent support.

 

Q: Why the partnership?
A: To better serve clients with a stronger support system — including payroll support and year-end/CPA-level guidance for tax coordination.

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For NEW clients

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Q: How do I become a client now?
A: You’ll start with an onboarding process through our partner team (their systems + streamlined workflows), and then your bookkeeping continues with the same dedicated bookkeeper provided capacity or may be reallocated to another team member.​

 

Q: What services can I get through the partnership?
A: Typically: monthly bookkeeping, catch-up/cleanup, setup support, and guidance to keep things tidy — plus access to payroll support and year-end readiness support.

 

Q: Do you still work remotely?
A: Yes — we work remotely across Alberta and beyond.

 

Q: Will pricing be different now?
A: Pricing is based on your needs and scope. You’ll always get clarity on pricing before anything begins (no surprises).

 

Q: What if I only need a cleanup or one-time help?
A: That’s still possible. You’ll complete the same intake process so we can confirm scope, timeline, and best-fit support.

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For EXISTING clients

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Q: I’m already a client — does anything change for me?
A: Nope. Your services and your bookkeeper stay the same.

 

Q: Do I have to move to the partner team?
A: No. Existing clients can stay exactly as they are.

 

Q: Can I choose to access payroll or year-end support now?
A: Yes — if you want expanded support, we can discuss options and coordinate the best path for your situation.

 

Q: Will my pricing change as an existing client?
A: Not unless your scope changes (for example, adding new services or a major change in transaction volume). If anything ever needs to change, we’ll discuss it in advance.

 

Support, privacy, and how we work

 

Q: How is my information kept private and secure?
A: Your information is handled using secure systems with limited access on a need-to-know basis. We follow confidentiality practices and only share what’s required to deliver services you’ve agreed to.

 

Q: Who do I contact if I have questions?
A: Heather is your first point of contact if assigned to your books — simple and clear, so you’re not bounced around. Should you have any concerns outside my scope, you may reach out to our management team for assistance.

 

Q: Do you replace my accountant?
A: No — bookkeeping and tax filing are different. We help keep your books accurate and year-end ready, and we can coordinate with your accountant/CPA for a smoother tax season.

 

About the team

 

Q: Who is the partner team?
A: A Red Deer–based remote bookkeeping firm with experienced support behind the scenes, including a CPA (22 years’ experience) and a senior bookkeeper (17 years’ experience).

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Still not sure what you need?
Send a message — we’ll help you figure out the right level of support (without pressure).