Our Process

Step 1

Book in a call

Fill out the contact form and our sales team will respond same day to discuss next steps.

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Step 2

Discovery Call

Share your existing issues, what you're looking for in terms of services, and learn about how we're structured to help.

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Step 3

Logistics Call

This call will result in multiple options for working together and show you exactly how we'd address each issue you brought up in the discovery call.

It'll also give you a chance to ask additional questions about the team, specific procedural issues and the roles/responsibilities we'll take over.

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Step 4

Pricing Call

The next day, we'll present a few ways of working together along with prices and a defined scope for each option.

This is where you'll discuss timelines, your team and next steps .

Sales process questions

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What does LiveCA do?

LiveCA is Canada’s first and largest online-only accounting firm. We are a full-service firm that operates as the finance team for a wide variety of Canadian businesses.

All of our clients have access to a team of specialists who are equipped to help with taxes, advisory, bookkeeping, payroll, accounts payable, and other finance functions.

Do I have to go through this process?

If you'd like to work with us, yes.

The goal of this process is to get as much right as possible from the start. There's nothing worse than agreeing to a 'standard price' from another firm and then experiencing frustration later on, when you both realize a lot of important information was missed.

How long does this process take?

After the first call, you'll have a good idea whether or not we can help you, along with a general idea of the scope of service we could provide and relative price range. The complete process, from the initial discovery call to your pricing call, usually takes around 3 business days. This allows us to put together a plan for your unique situation.

What's the worst part of this process?

We've heard that if you've already got a quote from another firm, waiting a few days can sometimes feel like a long time. To combat this, we can usually give you a price range on your first call after we get a feel for what a relationship could look like. Your business is unique and we'd like to get this right!
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