--- title: "Your First 90 Days With EverStone CPA" url: https://www.everstonecpa.com/first-90-days description: "What happens after you sign with EverStone CPA — onboarding, what we'll ask for, and when you'll hear from us. Your first 90 days, mapped. CPA-led." type: service-or-info updated: 2026-10-08 summary: "The first 90 days with a new CPA follow a set sequence: an email enquiry and fixed written quote, CRA authorization and record handover, a bookkeeping catch-up to a clean opening balance, then the first filing deadline handled on time. EverStone runs this onboarding remotely for every new corporation." faq_count: 7 publisher: EverStone CPA Inc., a Chartered Professional Accountant firm registered with CPA British Columbia and CPA Alberta service_area: British Columbia, Alberta, Ontario and Manitoba language: en-CA contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online --- [Home](https://www.everstonecpa.com/) Your first 90 days Onboarding · EverStone CPA # Your first *90 days* with EverStone Updated 8 October 2026 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. [Get My Fixed Quote](https://www.everstonecpa.com/book-online) [Ask a Free Question](https://www.everstonecpa.com/quick-question) **Quick answer:** The first 90 days with a new CPA follow a set sequence: an email enquiry and fixed written quote, CRA authorization and record handover, a bookkeeping catch-up to a clean opening balance, then the first filing deadline handled on time. EverStone runs this onboarding remotely for every new corporation. Week by week ## From first call to fully in-hand Your first 90 days, step by step. 1 ### Days 1–3 · Enquiry & fixed quote We learn your business from your enquiry, then send a clear, fixed fee in writing — no obligation, no hourly surprises. 2 ### 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](https://www.everstonecpa.com/switching-accountants). 3 ### 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. 4 ### 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. What we’ll ask for ## A short, friendly list Nothing you don’t already have: your incorporation documents, last year’s return and [Notice of Assessment](https://www.everstonecpa.com/glossary#noa), access to your bookkeeping (or bank statements), and your GST/PST and [payroll account](https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll.html) numbers if they apply. Missing something? We’ll get it from your old firm or the CRA — it’s not on you to chase. Between filings ## You’re not on your own after day 90 Once you’re set up, your [client hub](https://www.everstonecpa.com/client-hub) is where you send files and check dates, and mid-year questions are always part of the service — never a surprise invoice. Why it matters ## Why the first 90 days set the tone The opening three months do more than move your file across — they decide how the rest of the relationship feels. Three things happen in that window that pay off for years: - **We catch what the last setup missed.** Reviewing your prior-year return and books almost always surfaces something, a misclassified asset, an unclaimed credit, a GST reconciliation that never balanced. Finding it early means it’s fixed before it compounds. - **We establish a rhythm.** Books reconciled on a schedule, deadlines on a calendar, and a single point of contact who already knows your file, so nothing depends on a last-minute scramble in the spring. - **We have the first real planning conversation.** By day 90 you get more than a report: a plain-English view of how you’re paying yourself, what’s worth timing before year-end, and where the next dollar of tax can be saved. That’s the difference between an accountant who records the past and one who helps you [plan the year](https://www.everstonecpa.com/tax-planning-services-canada). None of it requires heavy lifting on your side. The point of a structured first 90 days is that *we* carry the load of getting current while you keep running your business, and you come out the other side with clean books, a clear plan, and a fixed fee you already agreed to. If you’re moving from another firm, the [moving your file to us](https://www.everstonecpa.com/switching-accountants) page shows how the handover itself works. Common questions ## Getting started, answered **How soon can you start?** The moment you send an enquiry. Step one — your fixed quote in writing — usually lands within a business day or two of our call. [Ask about your case →](https://www.everstonecpa.com/quick-question) **What if I am behind on bookkeeping or past filings?** That is common and completely fine. Catch-up is built into the first few weeks: we clean up the backlog, reconcile everything and get you current with the CRA. **Do I have to chase my old accountant for files?** No. With your CRA authorization we request your records from your previous firm and the CRA directly — it is not on you to chase anyone. **Will I be handed off to junior staff?** No. You work directly with the CPA who runs the firm — the same person on your first call is the one handling your file. **What do you need from me to get started?** Your last filed corporate and personal returns, the current year’s bookkeeping file or bank statements, any CRA correspondence you have received, and authorization to represent you with CRA. Nothing needs to be tidy first. The point of the early calls is to see the real state of things so the scope, timeline and fixed quote you receive are accurate. **What does the first year-end with a new accountant look like?** The prior-year return and closing balances are reviewed first, because everything from opening balances to capital cost allowance pools carries forward from work someone else did. Anything that does not reconcile is raised before the new return is prepared rather than after. That review is the main reason a first year-end takes a little longer than the ones that follow. **How do I get documents to you securely?** Through secure upload rather than email attachments, with bank and credit card feeds connected directly to the accounting file so most transactions never need to be sent at all. Tax documents containing your SIN should never travel by ordinary email. The practice is fully remote, so the upload and video call replace the drive to an office entirely. Not ready to move yet? A [free second opinion on last year’s corporate return](https://www.everstonecpa.com/second-opinion) is a smaller first step and comes with a written summary you keep either way. ## What comes next [Transfer pricing rules modernised, and the documentation window cut to 30 days Canada’s transfer pricing rules now track the OECD guidelines more closely, and the penalty threshold rose to $10 million.](https://www.everstonecpa.com/tax-update/transfer-pricing-changes) [Your first employee. The order matters more than the effort. Payroll account, withholding, remittance schedule, first T4 — what to set up before the first paycheque, in the order the steps depend on each other.](https://www.everstonecpa.com/first-employee) [Email a CPA — reply within one business day Contact EverStone CPA by email or the enquiry form.](https://www.everstonecpa.com/contact-us) [Start here The three ways in, and which fits your situation](https://www.everstonecpa.com/start-here) [CRA My Business Account Registering, and authorizing your accountant properly](https://www.everstonecpa.com/cra-my-business-account) [How year one works What the first twelve months cover](https://www.everstonecpa.com/how-year-one-works) [The client hub Where documents and deadlines live](https://www.everstonecpa.com/client-hub) [The January owner checklist What to deal with at the start of the year](https://www.everstonecpa.com/january-owner-checklist) [Opening the business bank account](https://www.everstonecpa.com/blog/opening-a-business-bank-account-canada)[When your accounting firm merges or retires](https://www.everstonecpa.com/blog/accounting-firm-merged-what-now) These first 90 days look the same wherever you are. We onboard owners remotely across BC, including in [Vancouver](https://www.everstonecpa.com/accountant-vancouver). We also work alongside other professionals. See [who we partner with](https://www.everstonecpa.com/partners). ## See the first 90 days for yourself One Chartered Professional Accountant, start to finish. Fixed fees, quoted in writing before any work begins, and no obligation from a first conversation. [Get My Fixed Quote](https://www.everstonecpa.com/book-online) [Ask a Free Question](https://www.everstonecpa.com/quick-question) Email info@everstonecpa.com ★★★★★ “…He is very knowledgeable and has saved me tons in taxes by restructuring my group of companies — the best accountant I've worked with in the last 10 years, after switching from three different firms.” Matt Hildebrandt · Google review --- Source: https://www.everstonecpa.com/first-90-days Prices: https://www.everstonecpa.com/pricing · Contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online