Most accountants do the work and hand you a return. We slow down, explain, and walk through every step — so by the end you don't just have filings, you have understanding. That's the difference between compliance and confidence.
From your first inquiry to the moment your books are running. No surprise paperwork. No "we'll get to that later." A real onboarding that sets up everything that comes after.
15 minutes · free · no pressure
A short call to understand where you are. Are you employed? Self-employed? Already incorporated? Filed before? We're listening for context, not selling a package. By the end you'll know whether we're a fit before any paperwork starts.
60 minutes · with Sasha
A deep dive into your business, your income streams, your personal financial goals. We map where you are, where you want to go, and the real next steps to get there. You leave with a clear action plan and a written summary of the conversation.
Custom proposal · plain English
Based on the strategy session, we recommend the right package — bookkeeping tier, tax services, add-ons, and any setup work like incorporation or HST registration. You see the price up front. We answer every question before you sign anything.
Compass × IDNTY Portal · 1 week
We send you a checklist of exactly what we need — past returns, slips, bank statements, business numbers, anything relevant. You upload to the portal. We handle the rest. If something's missing, we tell you what to do, not just that something's wrong.
2 – 3 weeks
We get your books open, categorize your transactions, file any backlog. Anything that needs registering or correcting with the CRA, we handle. You get your first income statement plus a walkthrough so you understand what each number means.
Quarterly check-ins · proactive guidance
We don't disappear until tax season. Quarterly check-ins keep the books current and surface decisions before they become problems. CRA letters come to us, not you. Questions are answered in days, not weeks. You always know where things stand.
Most barbers we meet have been burned before. Decisions made for them. Returns submitted without explanation. We do the opposite — slow down, explain, and make sure you have a seat at every table.
Every decision gets a "why." Why this filing structure. Why this expense category. Why this remittance schedule. Knowledge compounds.
Your input shapes how we work. Goals, comfort zones, deal-breakers. We're advisors, not autopilots.
A detailed breakdown if you want to learn, a summary if you don't have time. Choose the depth that fits your day.
"Income statement," "HST input tax credit" — we translate them once and you'll understand them forever. No question is too basic.
Many barbers feel ashamed of how disorganized their finances are. Truth: most are. We're never surprised — and we never share.
CRA can feel like an adversary. It isn't. We translate the letters, handle the responses, and keep you compliant without the dread.
Because free is the most expensive option when it costs you a missed deduction, a CRA penalty, or a wrong corporate structure. The barbers we work with usually save more in their first year than they spend on us — and that's before factoring in the time, stress, and confidence you get back.
It's never too late. We've onboarded barbers years behind on filings. We handle the backlog, negotiate with the CRA, and get you current. The earlier you start, the cheaper and easier it is — but starting late is always better than not starting.
Most accountants make their money by volume — fast, generic, no time for questions. We make ours by depth. You get direct access to Sasha, every decision is explained, and your input shapes how we work. The relationship matters more than the transaction.
Yes — and we will. But we'll also keep you informed at the level you can handle. The goal isn't to turn you into an accountant. It's to make sure that one day, when you do want to ask a question, you actually understand the answer.
Most barbers think theirs is the worst. It almost never is. We've seen mixed income, missing records, undeclared cash, late filings, CRA notices in shoeboxes. Nothing surprises us. We start where you are and move forward — confidentially, without judgment.
A 15-minute conversation. No prep needed. No pressure. By the end you'll know if we're a fit — and either way, you'll leave with one clear next step.
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