Q: What’s changing?
A: New clients have the option to work with me specifically, should they require more support or prefer to have access to more resources, experience, payroll and tax services, onboarding 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 Bookkeeping Loft client?
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: Can I request to sign on as a client through Parallel Bookkeeping directly?
A: Yes, clients wanting to work with Margaret, who is based in Olds, and have basic bookkeeping requirements, may request to work with Heather through Parallel Bookkeeping. 

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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: 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).