Simply fill out the contact form and our CFO, Josiane Gomez, will respond same day to discuss next steps and create a customized plan for you.Fill Out The Form
We'll sit down for a call to get to know your business. We take the time during the discovery call to go over your existing issues, goals, challenges and ask a couple questions to better understand your needs and the support you’re looking for.
This will ensure we get the full picture from you so we can put together a custom proposal and quote which we’ll review together.
We'll discuss various options for working together and also show you how we’ll address each issue you brought up in the discovery call.
We then go over the customized proposal together, along with prices and a defined scope for each option.
We get you set-up with your new accounting system depending on the service-level you have selected.
We’ll then introduce you to your Zivo services team who we’ll take the wheel from here! They will efficiently handle your bookkeeping, accounting, or other financial needs so you can experience the peace of mind you need to achieve more!
This is where we get to know each other a bit better and see if we're a good fit. We'll collect some details that allow us to draft a proposal. You can expect we'll ask about your number of monthly transactions, the size of your team, and what your currently accounting workflow is like.
We don't expect you to be an expert (that's why you're asking for our help!). We'll understand if you don't have all the answers!
Once we've gathered enough information about your business and accounting needs, we'll send you a complete proposal with a guaranteed price, and a couple options. There's no hidden fees, upsells, or surprise charges. The price on the proposal is what we'll pay - guaranteed.
You can expected a simple fixed monthly price for most services.
<<Ask Josiane about the first client meeting and what Zivo needs from each client.>>
It starts with training. We help you set up.... etc. etc. Finish writing about the Zivo process. <<Ask Josiane about the client training process>>
We maintain superb standards for transparency and reporting. You'll get to know the real people assigned to your business. As your main contact point, they help you achieve more.
It’s normal to have questions about your books. That’s why we’re here. Our support is free, whenever you need it. We’ll work alongside you, supporting you with the tools and advice you need to grow your business.
Data privacy is important. We've taken extreme measures to ensure security and privacy are taken very seriously by our team and our software partners.
As a virtual accounting firm, we use cloud-based solutions to help you run your business more effectively and efficiently no matter where you go. We serve clients across Canada and around the world.
We use a systematized approach, combining the right people, process and technology to build custom accounting systems that let you view your finances, track your goals and access your accounting experts from anywhere.
Do you enjoy printing, scanning, and faxing paper documents? We don't, and neither does the environment. We use digital solutions and specialized cloud software. Free training included.