4 Steps To Achieve More

The Zivo Experience

Step 1

Book a call

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

Step 2

Getting to know your business

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.

woman laptop accounting
shaking hands

Step 3

Customized proposal

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.

Step 4

Tailor-made onboarding

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!

1

Step 1: Book a free consultation

Contact us to schedule a free call

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!

Get started
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Send you a complete proposal and price quote

You'll receive a custom quote within 5 business days.

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.

3

New client onboarding system

It's easy to get started with Zivo since we take care of everything!

<<Ask Josiane about the first client meeting and what Zivo needs from each client.>>

4

Finally, start achieving more! 

Go back to doing what you're best at - running your business.

It starts with training. We help you set up.... etc. etc. Finish writing about the Zivo process. <<Ask Josiane about the client training process>>

Get Started

What to expect:

Dedicated Team

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.

Unlimited Support

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.

Security & Privacy

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.

Fully Virtual

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.

Automation Systems

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.

A Paperless World

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.

Identifying high-value opportunities at every turn to achieve more.

Becoming a Zivo customer means you'll have access to the support your business needs to make better decisions and grow faster. We see more than numbers and go beyond simple cloud accounting.
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