Looking for a bookkeeper? 

i value my clients. Tell me more about your company, and i'll follow up to see if i am the fit for your business needs. 

OUR PROCESS

Step One:

Tell Me About Your Company and Your Needs

Please complete my onboarding questionnaire here. If you are unsure of any of the information or uncomfortable with providing it, just skip it and move on to the next question. If you have any questions or are unable to complete the questionnaire at the above link, please email info@bankingonit.ca.

I will review the information prior to moving on to Step Two in our process.

STEP TWO: Hear From Aaron

Once I receive your answers, I’ll reach out via email to either follow up with more questions or information, or let you know if I already feel we wouldn’t be a good fit.
About Me →

STEP THREE: Agreement

I will draft a bookkeeping agreement detailing your options based on your onboarding interview in order to set clear expectations for our role and yours going forward. I will discuss how each person's role will be fulfilled and how payments can be made. Once we have agreed on a path forward, we will sign an agreement for service and get things in place to begin.

If you have any questions at any point during the onboarding process, please reach out via email at aaron@bankingonit.ca.
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