Our Process

Step 1

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

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.

Step 3

3 - Logistics & Pricing Call

This call will result in a price to work 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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Sales process questions

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What does LiveCA do?

We serve as both an extension to finance departments or act as the entire finance team for Canadian medium-sized businesses typically earning between $3M and $15M in revenue.

Recognizing the unique challenges faced by these companies, we offer a suite of outsourced financial services designed to fill knowledge gaps, manage workload overflow, and provide expert guidance when needed.

Our clients gain a reliable partner in tax services, bookkeeping, payroll management, accounts payable, and other essential finance functions.

Our dedicated team of specialists is committed to ensuring you have support without the need for additional full-time hires. We tailor our services to integrate smoothly with your business, ensuring that you have scalable solutions that adapt to your evolving needs.

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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