How It Works
Five steps. Zero chaos. You're up and running in days.
1. Book a Free Discovery Call
A 30-minute Zoom call to understand your business, your goals, and which plan fits. No pressure, no commitment. Pick a time here.
2. We Send You a Proposal
If we're a fit, you receive a clear proposal with your recommended plan and pricing. No surprises, no hidden fees. Your first month is free.
3. Secure Onboarding
You upload your documents through our secure portal. We handle the rest: CRA access, QuickBooks setup, and connecting your accounts. Everything encrypted, everything organized.
4. Setup and Training
A 60-minute Zoom session to walk you through your tools, your dashboard, and how everything works. You leave knowing exactly where to find your numbers and how to use them.
5. Financials on the 1st. Every Month.
From here, your books are closed and financials delivered on the 1st of every month. Tax deadlines are tracked automatically. And if you ever need help, our team and AI assistant Jarvis are available 24/7.
Book a free discovery call and see how easy switching accountants can be.
Why Choose Capex CPA?
Same deliverables. Different experience.
| Capex CPA | Traditional Firms | |
|---|---|---|
| Financials delivered | 1st of every month | Weeks or months late |
| Response time | 1–2 business days | 5–10 business days |
| Inbox policy | Zero inbox — nothing sits | Emails pile up |
| Tax planning | Proactive, year-round | Reactive, at tax time |
| Pricing | Published, flat monthly | Hourly, invoice surprises |
| First month | Free + 90-day guarantee | Pay upfront, hope for the best |
Book a free discovery call and experience the difference.
Client Testimonials
200+ Canadian founders trust Capex CPA with their books, their taxes, and their growth.
Still have questions? We'll answer them on the call.