5 Steps to Streamlined Accounting Success

Your Path to Hassle-Free Accounting

Discover how our straightforward 5-step process can transform your accounting experience into one that is efficient and stress-free.

1. Free Consultation

Schedule a complimentary 30-minute Zoom consultation using our Calendar link. We’ll explore your business needs and tailor our services to fit you perfectly.

2. Secure Document Sharing

We provide a secure portal link for you to upload essential financial documents like tax returns and bank statements, ensuring your data is protected with advanced encryption.

3. Plan Selection

Choose from our flexible monthly or annual subscription plans that align with your budget and needs. We’ll guide you through our onboarding checklist for a seamless start.

4. Technology Setup and Training

During a 60-minute Zoom session, we’ll assist you in setting up your CRA account and accounting software (QuickBooks or Xero). We’ll provide training to ensure you can leverage these tools effectively.

5. Ongoing Support

Our dedicated team is here to support you with accounting, taxes, and financial reporting. Reach out via email, phone, or chat whenever you need assistance, and we’ll be there to help!

Experience seamless accounting with our dedicated support every step of the way!

 
Capex CPA Comparison Table

Why Choose Capex Accountants?

A Critical Review:

Experience the Capex CPA difference. Our innovative solutions and steadfast dedication empower your business to reach new heights and achieve lasting success.

Services Capex Accountants Other Accountants
Tax Compliance and Bookkeeping ✔️ ✔️
CPA - Chartered Professional Accountants ✔️ ✔️
Cloud and Artificial Intelligence Technology ✔️ ✖️
Client Hub (Business Guides, Updates, Blogs) ✔️ ✖️
Award-Winning Service ✔️ ✖️
24/7 CRA Reception Support ✔️ ✖️
24/7 Chat Support ✔️ ✖️
24/7 Document Cloud Storage ✔️ ✖️
24/7 Lead Generation Connections ✔️ ✖️
Accounting Data Security Standard Certified ✔️ ✖️
Better Business Bureau (Trusted & Registered) ✔️ ✖️

Make the smart choice for your accounting needs. Capex Accountants are here to empower your business for success!

Client Testimonials

We have helped hundreds of clients across Canada get their businesses streamlined and set up to grow and scale. Check out some of the amazing companies and people we’re helping thrive!

FAQ’s - HOW IT WORKS EDITION

  • Capex CPA is a modern cloud accounting firm dedicated to simplifying your financial management. Utilizing cutting-edge cloud and artificial intelligence technology, our expert team—trained in CPA and ACCA practices—ensures your accounting processes are efficient and secure. We are certified experts in QuickBooks, Xero, Dext, Hubdoc, ADP, and Wagepoint, helping you stay audit-proof and compliant with tax regulations. Experience our unique approach with one month FREE—no strings attached!

  • To ensure a seamless transition and optimal results, we require clients to follow our established process. By making informed decisions from the start, you avoid frustrations later on, such as hidden fees or overlooked details that can complicate your financial journey.

  • The main challenge is the frequency of email reminders. While we aim to stay engaged and on track, our focus on ensuring tax savings may lead to more communication than you’re accustomed to. Our ultimate goal is your financial success!

  • Absolutely! Our 30-day free trial allows you to explore our services and QuickBooks Online at no risk. Enjoy the benefits of our expertise without any financial commitment

  • Yes, you can rest easy. If you face an audit from the CRA, Capex CPA has the expertise to communicate and manage the process on your behalf. We aim to provide peace of mind during what can be a stressful time.

  • Unfortunately, we only manage the current financial year within our monthly plans. For any previous tax issues, we will provide a separate engagement proposal tailored to your needs.

  • No, you are not tied to a yearly contract. You can opt-out at any time with a 30-day notice, allowing us to wrap up your files properly. We prefer to work with clients who genuinely want our services rather than forcing long-term commitments.

  • We cater to individuals and small business owners, specializing in bookkeeping and accounting for consultants, contractors, healthcare professionals, and various small businesses. Our team is always ready to address your questions and identify any missed tax advantages.

  • We offer a comprehensive range of services, including tax planning, bookkeeping, deductions, write-offs, expenses, tax returns, and GST filing. You can explore our complete list of services directly on our website.

  • An engagement letter is essential as it formalizes our partnership and outlines the obligations of both parties. Required by CPA Canada, this legally binding document ensures clarity and understanding before we begin any work. Rest assured, you can cancel anytime.

  • Yes! Capex CPA is equipped to represent you and handle corporate tax returns for businesses across all provinces in Canada (except Quebec)