Your first 90 days with EverStone
No mystery about what happens after you say yes. Here’s exactly how we get you set up, current, and ahead — so you know what to expect before you book.
From first call to fully in-hand
Days 1–3 · Free consult & fixed quote
We learn your business on a 30-minute call, then send a clear, fixed fee in writing — no obligation, no hourly surprises.
Week 1 · Authorization & records
You sign a CRA authorization; we request your files from any prior accountant and set up secure access to your books. See how switching works.
Weeks 2–4 · Set up & catch up
We connect your accounts, clean up any backlog, reconcile everything, and confirm your key CRA dates for the year.
Days 30–90 · First reports & a plan
Your first clean monthly report lands, we walk it through in plain English, and we map the year ahead — how you pay yourself, what to time, what to plan for.
A short, friendly list
Nothing you don’t already have: your incorporation documents, last year’s return and Notice of Assessment, access to your bookkeeping (or bank statements), and your GST/PST and payroll account numbers if they apply. Missing something? We’ll get it from your old firm or the CRA — it’s not on you to chase.
You’re not on your own after day 90
Once you’re set up, your client hub is where you send files and check dates, and mid-year questions are always part of the service — never a surprise invoice.
See the first 90 days for yourself
Book a free consult — step one starts the moment you reach out.