Our Process
While you’re running your business or managing your clinic, you need bookkeeping, payroll, and accounting services that work alongside you in the background. At SayCPA, we have created a streamlined process to support you as you focus on your practice and enjoy a balanced, healthy lifestyle.
Our automated, virtual system tracks important dates, payment schedules, receipts, and more. We have carefully curated select software programs to help us efficiently share data and communications with you, compile reports, and prepare your tax filing at the end of each year.
This allows us to create templates and checklists to help make your business life a little bit easier.
The SayCPA Process
01
Get in Touch and Book a Consultation
Get in Touch and Book a Consultation
We may have many virtual processes, but nothing can replace that one-on-one interaction that is integral to your success. A consultation gives us a chance to gather and provide essential information to help you make a fully informed decision about your business services.
We strive to make our communication process as convenient, personable, and user-friendly as possible. You can get in touch with our team in several ways:
01.
Give us a call to inquire about our services and arrange an appointment.
02.
Send us an email with your questions and a date and time that works best.
03.
Book an appointment directly on our website.
02
Your Discovery Call
We want to get to know you, your business, and how we can help you most effectively.
Your Discovery Call
We want to get to know you, your business, and how we can help you most effectively. During the initial consultation or discovery call, our accounting team will ask you questions about your business, including:
Your incorporation
Your last tax year filed
Your bookkeeping processes
Your payroll processes
How you pay yourself
Your annual return needs
Next, we will discuss the areas of your business where you require the most support. Whether it’s bookkeeping, payroll, tax filing, year-end preparation, or consulting services, we can show you how our solutions are designed to streamline your business processes.
03
Get a Quote from SayCPA
Once we have a sense of your business structure and needs, our team will prepare three customized quotes: an exclusive, complete, and essentials package for your business.
Get a Quote from SayCPA
Once we have a sense of your business structure and needs, our team will prepare three customized quotes: an exclusive, complete, and essentials package for your business. Your pricing in each quote will depend on the services you require, the depth of services and support you’ll need, and the number of employees or transactions you’ll have. This system ensures you pay for what you need and not a bit more – plus, there is complete transparency and no surprise charges at the end of your fiscal year!
04
Our Subscription Service
We offer our services as a monthly subscription that renews each year. It is important you know precisely which services you are paying for each month and how much to expect to pay.
Our Subscription Service
We offer our services as a monthly subscription that renews each year. It is important you know precisely which services you are paying for each month and how much to expect to pay.
You will have the opportunity to meet with us to review your services and make changes before renewing at the end of each year. Plus, extra support throughout the year can be included in your subscription, depending on the package you choose.
05
Software Setup
Once you have decided to work with us, we will schedule a follow-up meeting to set up your software and get you connected.
Software Setup
Once you have decided to work with us, we will schedule a follow-up meeting to set up your software and get you connected. We use a combination of programs to fully manage your accounting, payroll, and bookkeeping services.
As part of the setup process, we’ll send you invitations to use the programs and connect your bank accounts so we can begin providing you with continuous services.
If you are a brand-new company, our team will also send you some beneficial tracking sheets to help you separate your business expenses (such as your home office or vehicle) from your personal expenses.
During the client setup meeting, we will also enter your business details into our CRM system, allowing us to provide you with reminders about tax and payroll deadlines. This system also allows you to easily enter the required information before the deadlines. The process is designed to be extremely user-friendly, allowing you to quickly drag, drop, and send us your relevant documents.
06
The Year-End Process
Our automated system makes the year-end process feel simple and stress-free.
The Year-End Process
Our automated system makes the year-end process feel simple and stress-free. We can help create and file your corporate tax return, and compile year-end notice to reader financial statements. You’ll receive reminder notifications to provide your information well before the year-end so that you have plenty of time to prepare. If you have questions, our team is happy to set up an appointment to review and discuss your documents and begin planning for the year ahead.
07
Ongoing Support
If you have questions about the process, the software, or a specific area of your finances or accounting, you will have continued support from our team of CPAs in Edmonton.
Ongoing Support
If you have questions about the process, the software, or a specific area of your finances or accounting, you will have continued support from our team of CPAs in Edmonton. We created our virtual system to make your life easier and communication convenient. We are always happy to connect. Simply call, email, or book an appointment through our website to meet with us.
Let SayCPA Take the Stress Out of Your Finances
If you’re a small business owner or healthcare professional running your own practice, SayCPA is here to take the stress out of your finances. We are uniquely positioned to provide accounting, bookkeeping, and payroll services that fit your busy lifestyle and practice. Like you, we are entrepreneurs with a strong background in health and fitness, so we know you need streamlined, virtual systems that are user-friendly and efficient. Book your consultation today to learn more about our highly reviewed processes.