How We Work

What to expect when you work with Ebert CPA, from the first consultation to regular monthly reviews, including how your financial and personal information is handled.

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A small team working together at a long wooden table with laptops and notebooks

Overview

It starts with understanding how your business runs.

Working with Ebert CPA starts with understanding how your business runs. After that you get monthly reports you can follow and a short list of practical improvements. This page explains each stage, and how your financial and personal information is handled.

First: A setup meeting about your business.
Agreed: Scope, fees and access set before work.
Monthly: Reports reviewed with you.
Changes: Discussed before proceeding.

The five steps

Getting started

Five Steps to Working Together

From the first meeting to regular monthly reviews.

Setup Meeting

We meet to understand your business, what you need from your accounting and what is working today.

Scope and Fees Agreed

We confirm the proposed scope, fees and next steps before any work begins.

Business Walk-Through

Over the first one to two weeks we review your org chart, walk through how the business runs and agree which records are needed and how they will be shared.

Reports, Explained

Each month we prepare your reports and go through them with you: what the numbers are and what they mean for the business.

An Improvement List

Each review ends with a short, manageable list of improvements, looking at expenses, revenue, margins and financing, including recurring costs such as utilities, phone and software.

Working with Ebert CPA

Client Confidentiality

Before work begins, we discuss the information required, who will need access and how financial and personal documents will be shared.

01
Information requirements
We explain which records are needed for your services and when to provide them.
02
Account access
We confirm the access required for your engagement and obtain your authorisation before accessing accounts.
03
Document sharing
We agree on an appropriate method for exchanging financial and personal records before you send them.

Agreed scope and fees: Services and fees are set out before work begins.
Regular communication: Financial reports are reviewed and explained with you.
Approval for additional work: Changes to the agreed scope are discussed before proceeding.

Working together

Throughout Your Engagement

What stays the same from the first meeting onward, and what helps to bring.

What You Can Expect

Direct contact with your accountant about your reports and questions
Services and fees set out before work begins
Financial reports reviewed and explained with you
Additional work agreed with you before it starts
Records requested only as needed for your services
Meeting arrangements, including any on-site work, agreed with you

Helpful to Bring

Recent financial statements, if available
Your most recent tax returns
Details of your current bookkeeping arrangements
Details of your current payroll arrangements

Working together

Frequently Asked Questions

Common questions about getting started and working together.

Getting startedWhat happens at the first consultation?

We discuss your business, current accounting arrangements and the services you need. We then confirm the proposed scope, fees and next steps, including any records or account access required.

FeesHow are your fees determined?

Fees are quoted for each engagement and sized to your business. They depend on the services you need, the volume of transactions and the condition of your records: clean monthly statements take less work than a year of receipts in a box. We agree fees before work begins and discuss any additional work with you first.

Your informationHow will our financial information be handled?

We discuss document sharing and account access before work begins. This includes what information is needed, who will need access and how records should be provided.

Getting startedWho will I work with?

You work directly with the accountant who reviews your reports and advises you, and with our bookkeeper, who keeps your records current between reviews.

Getting startedDo you work with businesses outside Edmonton?

Yes. Ebert CPA is based in Edmonton and serves businesses across Alberta. We discuss meeting arrangements and any on-site work as part of the engagement.

Services