New client intake
Let's see what you're working with.
A few clicks and about three minutes. This tells us where to start, so our first conversation can skip the paperwork and get to your business.
What can we help with?
Pick one. If you're not sure what the difference is, the explainer below has you covered.
What's the difference between bookkeeping and accounting?
Bookkeeping is the daily habit. Accounting is the annual checkup.
Bookkeeping records what happened in your business as it happens. Every sale, every expense, every transfer lands in the right spot, and your accounts get reconciled against the bank so the numbers are real. Done well, you can open your books any month and know where you stand.
Accounting takes a full year of those records and finishes them. That means year-end adjustments (things like depreciation on equipment and expenses that belong to a different year), financial statements, and your corporate tax return. It's also where the planning happens: how you pay yourself, what to set aside, what to change next year.
The two feed each other. Clean books make year end faster. Messy books mean year end starts with cleanup, and cleanup takes time.
Where's your business at?
This tells us whether we're starting fresh or picking up a history.
Can you share last year's file?
Three documents from your most recent year end.
What's already set up?
Check whatever applies.
Last bit. Who are we talking to?
So we know who to look for in our inbox.
Have you booked your intro call?
Here's what we've got.
Look it over, then send it our way.
Click send and your answers come straight to us. Nothing else to do.
Your answers are in. Here's what happens next.
No mystery, no surprise invoices. This is how every new client relationship starts with us.
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Before we talk
Intake form
Done. That was you, just now. We'll read it before we meet, so you won't spend the first fifteen minutes of our call explaining your setup.
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The conversation
Intro call
Thirty minutes. We confirm what you sent, ask a few follow-up questions, and walk you through how we work. You'll leave with a clear picture of what working together looks like.
Bring your questions. The more we both know going in, the better the call.
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Behind the scenes
We assess your file
After the call, we go through everything you've shared and work out the right scope for your business. This is where complexity gets accounted for, so nobody gets surprised later.
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Your quote
Written quote and engagement letter
You get a written quote that spells out what's included, what isn't, and what it costs. When you're ready to go, we send the engagement letter. Work begins once it's signed and the first retainer is paid.
Simpler files are usually quoted within a business day or two.
We don't quote on the call. A number that hasn't been thought through isn't worth giving you.
Camille · Loud & Clear Financial ServicesQuestions before then? Call or text 825-760-7478, or email admin@loudandclearfinance.ca. Office hours are Monday to Friday, 9 to 5.
Straight talk. Solid books.
Loud & Clear Financial Services Inc. · Calgary, Alberta