How It Works:
‘6 Steps to Streamlined Accounting Success’

Discover the Path to Streamlined Accounting Success: Our 6-Step Process

Embark on a hassle-free, personalized accounting journey with our dedicated team guiding you every step of the way using a straightforward 6-step process:

  1. Free Consultation: Complete our online form, and we'll schedule a 30-minute Zoom consultation to learn about your business, accounting, and tax needs. We encourage you to ask any questions during the call, as we tailor our approach to your unique requirements.

  2. Secure Document Sharing: We'll send you a secure Karbon link, ensuring the safety of your financial documents, such as tax returns and bank statements, with advanced encryption. This information allows us to understand your situation and provide customized advice.

  3. Plan Selection: Explore our monthly or annual subscription-based accounting packages, designed with your specific needs and budget in mind. Choose your ideal plan, and we'll provide you with a checklist and technology onboarding schedule.

  4. Preparation: Use our checklist to collect essential documents and grant us access to your CRA business account and read-only bank accounts. This allows for enhanced support and efficient real-time accounting services tailored to your business.

  5. Technology Setup and Training: In a 60-minute Zoom session, we'll assist you in setting up your CRA account, Quickbooks or Xero, and Dext account. We'll also offer training to ensure you can effectively leverage these platforms for your business's growth.

  6. Ongoing Support: With everything in place, our team remains committed to helping you with accounting, taxes, and financial reporting through email, phone, and chat support. We'll maintain regular contact to address your needs and provide any additional assistance required.

Experience the transformative power of streamlined accounting, backed by our dedicated team's unwavering support throughout your journey.

 

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 firm designed to streamline your accounting using Cloud and Artificial Intelligence technology. We have trained in the Jedi Art of CPA and ACCA and have registered with the force. We are certified QuickBooks, Xero, Dext, Hubdoc, ADP and Wagepoint experts which helps to keep your company audit-proof. Our goal is to have you relax and know that your tax and regulatory compliance are on cruise control. To help you experience our difference we offer 1 month FREE just to try us out. Seriously, no strings attached!

    We use Karbon it’s beautiful software and is our secret power for a superior client experience. We are helping to shape the future of our industry. We are doing this by being thought leaders on the Karbon council.

  • If you'd like to work with us, yes.

    Making as many decisions correctly from the beginning is the aim of this approach. Nothing is worse than accepting a "standard price" from another company only to be frustrated later on when you both find crucial details were overlooked.

  • Too many email reminders. We can be a little annoying. Our ultimate goal is Tax savings for all the businesses we work with and there is no limit to the number of questions we can ask in order to achieve this goal.

  • Yes - We have a 30 day free trial where you get to test out our services and Quickbooks Online at no risk to you.

  • Do not panic.

    There are always chances that CRA might audit your corporation or personally, Capex has expert knowledge in tax help to communicate and deal with CRA directly on your behalf. This will create peace of mind for you as we will take care of all your CRA audits need.

  • No - we only work on the current financial year. We will send you a separate engagement proposal for any back tax work.

  • No - you can opt out at anytime once you give us a 30 day notice. We use this notice time to wrap up your file so you can move to any accounting firm.

    We want to work with clients that truly want to work with us and it doesn’t make sense to tie people down to contracts.

  • Individuals and small business owners. We specialize in bookkeeping and accounting for consultants, contractors, small business owners, health professionals and small business companies.

    We’re always available to answer your questions, big or small, and can recognize if there’s a tax advantage you’re missing out on.

    If there’s something we don’t know we research it and if we still don’t know we ask our friends at the Big 4 Accounting firms.

  • Everything, really. From tax planning to your bookkeeping, deductions, write-offs, expenses, tax returns, GST filing and more.

    You can book us directly from our website and can view the array of services we offer.

  • An engagement letter must be signed by authorized representatives of both parties before it is considered to be a legally binding arrangement. Since this letter is treated as a contract, it should address the obligations of both parties.

    CPA Canada requires us to have a signed engagement letter before we work with any client. So this is a requirement. You can still cancel anytime you like.

  • Yes, CapexCPA can represent and do corporate tax returns for any business anywhere in Canada.