Step-by-Step Guide: Getting Started with One Accounting's Bookkeeping Trial
Are you tired of dealing with messy receipts and endless spreadsheets? You’re not alone. At One Accounting, we understand how overwhelming bookkeeping can feel for business owners.
That’s why we’re offering bookkeeping trial for 2 months when you sign up for our annual plan. Whether you’re a startup or an established business in Toronto, this offer helps you save money while getting professional support.
Ready to take control of your business finances? Here’s how to start claiming your 2 months trial of professional bookkeeping.
Step 1: Fill Out the Contact Form or Call Us
Let’s begin with the simplest step, reaching out to us. You can either fill out the short form on our offer page or call us directly. This helps us gather your basic business information. Once you contact us, our team will get back to you within 24-48 hours.
Here’s what to expect during this initial step, as outlined in the following:
- Simple online form submission
- Phone support is available during business hours
- Quick turnaround from our team
- No upfront paperwork required
Step 2: Tell Us About Your Business Needs
The next step is to share a bit about your business. We schedule a discovery call to understand your accounting structure, revenue, and any unique industry requirements.
This call ensures that we build the right strategy for your financial needs. Our goal is to provide bookkeeping services that work for your exact situation.
During the discovery call, we’ll cover the topics listed below:
- Review your current software and systems
- Discuss monthly transactions and reporting needs
- Identify any payroll or tax-related support
- Get a sense of your long-term financial goals
Step 3: Receive Your Custom Quote
Once we understand your requirements, our team will prepare a personalized quote. This quote outlines the full scope of the 12-month service, including when the bookkeeping trial for 2 months kicks in.
We explain what’s included, so there are no hidden surprises. It’s all about clarity and fairness.
The components of your custom quote are outlined as follows:
- Clear pricing breakdown
- Custom package tailored to your business
- Includes services like reconciliations, payroll, and reporting
- Transparent terms and billing timeline
Step 4: Activate the Bookkeeping Trial for 2 Months Offer
Now it’s time to activate the offer. Once you agree to the quote and sign up, we apply bookkeeping trial for 2 months right away. You’ll get credits for the first and twelfth months of service. This means you start and end your annual plan with valuable savings.
- Offer valid for new clients only
- Sign-up must happen before June 30th
- Requires a 12-month commitment
- Non-combinable with other discounts
Step 5: Onboarding and Setup
Onboarding is smooth and straightforward. Our team will help you transfer records, set up or sync accounting software, and customize your chart of accounts. We use secure portals to handle document uploads. You’ll be ready to go in no time.
The onboarding process includes the following:
- Software setup (QuickBooks, Xero, or your choice)
- Data migration from existing systems
- Monthly bookkeeping calendar shared
- Secure file handling and communication
Step 6: Start Receiving Monthly Bookkeeping Support
After onboarding, we begin your bookkeeping. You’ll receive monthly reports, accurate categorization, and clear communication. The bookkeeping trial for 2 months gives you time to experience our service before you begin paying. That way, you’re confident in the value we deliver.
We deliver consistent value through the tasks outlined below:
- Financial reports delivered monthly
- Transaction reviews and reconciliations
- Payroll tracking included (if selected)
- Dedicated accountant assigned to your account
Step 7: Enjoy Long-Term Financial Benefits
This offer is more than just a freebie, it’s a launchpad for better financial control. With One Accounting, you’re set up to improve cash flow visibility, tax planning, and overall confidence in your business finances.
Our technology-driven solutions offer real-time insights. And with personalized attention, you never feel like just another client.
Partnering with One Accounting results in benefits as follows:
- Accurate books help in better decision-making
- Stay compliant with CRA regulations
- Avoid penalties and late fees
- Save hours of admin time every month
Now that you’ve seen how to get started with our 2-month bookkeeping trial, let’s take a closer look at the full range of accounting services we provide year-round.
Our Core Accounting Services
One Accounting offers a wide range of essential financial services tailored to support your business growth. Whether you’re handling daily transactions or preparing for tax season, our team is here to help. From recording expenses to offering strategic advice, we cover every financial angle.
We provide a comprehensive suite of services, including the following:
We make sure your books are in order from day one. Our team records daily transactions, maintains your general ledger, and handles accounts payable and receivable. With timely reconciliation and detailed tracking, your finances stay accurate and organized.
- Recording day-to-day financial transactions, including sales, purchases, and expenses
- Maintaining the general ledger to track all financial activities systematically
- Managing accounts payable and accounts receivable, ensuring timely payments and collections
- Reconciling bank statements, credit card transactions, and other financial accounts
Payroll doesn’t have to be complicated. We calculate wages, apply accurate tax withholdings, and ensure your payroll is processed on time. Our experts also handle all necessary filings and documentation, so you never miss a deadline.
- Calculating employee wages, salaries, and other compensation
- Withholding and calculating payroll taxes (income tax, Social Security, Medicare, etc.)
- Filing and remitting payroll taxes to appropriate government agencies
- Preparing and submitting payroll tax returns and related documentation
We help you keep more of what you earn. Our tax planning strategies are designed to reduce liabilities and maximize deductions. Plus, we file all your business tax returns while ensuring full compliance.
We assist your business with tax-related tasks in the following:
- Developing tax planning strategies to reduce liabilities
- Preparing and filing business tax returns, including income, sales, and payroll taxes
- Ensuring compliance with tax regulations.
4. Other Services
Planning your finances goes beyond just bookkeeping. Our additional services like budgeting, cash flow management, and advisory support give you a holistic view of your business health. With expert analysis and forecasting, you can make confident, strategic decisions.
Our extended financial services are listed below:
- Budgeting and Forecasting
- Financial Analysis and Reporting
- Cash Flow Management
- Business Advisory Services
From bookkeeping to advisory, our services are designed to deliver results. But what really makes One Accounting the right choice? Let’s take a look.
We’re not just offering bookkeeping trial for 2 months for the sake of promotion. We’re investing in your long-term success.
One Accounting combines human expertise with cutting-edge software to provide tailored financial support. From corporate tax to personal planning, we’ve got you covered.
Clients choose One Accounting for the following reasons:
- Certified CPAs and industry experts
- Personalized support based on business type
- Transparent pricing and honest advice
- Trusted by hundreds of businesses across Canada
Conclusion
There’s never been a better time to simplify your finances. By signing up for our annual plan, you receive expert bookkeeping trial for 2 months at no cost.
With expert guidance and modern tools, we make financial management easy. Plus, our dedicated team is just a call away whenever you need help. With One Accounting, you get more than a service, you gain a financial partner committed to your growth.