Discovery Session

Book a Discovery Session.

Pick a time
  • 30 min Duration
  • Free No commitment
  • Video call Google Meet
  • EN · PT Languages
Discovery Session illustration

Is this the right call for you?

Yes if

  • Looking for an accountant for your incorporated business
  • Want to discuss ongoing services: bookkeeping, T2, advisory
  • Ready to plan for the year ahead, not just file at year-end
  • Service-based revenue in Canada, in any province

Not the fit if

  • Looking to clarify one-off tax questions
  • Need personal taxation advisory only
  • Want a quick price quote without a conversation

How the call goes

30 minutes, four parts.

01

Where you are

You tell us about the business, the structure, and what is on fire today.

02

What you need

We map your needs against our services and flag what is missing in your setup.

03

How we work

Cadence, deliverables, fee structure. No surprises later.

04

Next step

You decide. We can send a written proposal or you take time to think.

Schedule

Pick a time that works for you.

All times shown in your local timezone. The call link is sent right after booking.

Quick answers

Is the call really free?

Yes. The Discovery Session is no cost and no commitment. We charge for the work, not the conversation.

Will you give me tax advice on the call?

No. Anything technical needs a proper review of your file.

What if I do not show up?

You can reschedule from the confirmation email up to one hour before. After that we ask for a quick note so we can free the slot.

Can a partner or co-founder join?

Yes. Add them in the booking form. Two screens at most so the call stays focused.