Phone:  +1.403-453-4734

CPA Firm collaborative partnerships



Let's face it, we've all seen client books and records come through our offices at year end or tax-time that require valuable time to sort and clean up before any work to prepare the year-end financials and respective tax returns can be undertaken.


Using cloud-based accounting programs such as Xero, QuickBooks Online, and Sage Business Cloud Accounting,  EdgePoint Consulting*, Chartered Professional Accountant can partner with CPA firms in a collaborative manner to provide an affordable alternative that frees up your team allowing them to spend their time on tax and advisory services not cleaning up messy books and records.


We treat all of our relationships with partner CPA firms on a strictly confidential, non-compete basis, whether it is the CPA firm that has contracted our services on behalf their client, or we have introduced our client to the CPA firm.  The solutions we offer to CPA Partners and our mutual clients are designed to address a clients' accounting deficiencies and alleviate any last-minute accounting issues at year end.


Our mutual goal is to help you become a trusted advisor to your clients, allowing you to focus on the higher level accounting, tax, and advisory services offered by your firm.  Basing advice and guidance for your clients off of accurate numbers and data can lead to better and more meaningful conversations with those clients.  Outsourcing to a partner CPA firm can alleviate your in-house bookkeeping and file clean up burden, and assist your firm in maintaining its independence standards when performing higher level review and audit services for your clients without adding more staff.


Each CPA firm has its area of specialty or niche - whether it is auditing, forensics, tax, etc., these are the areas that your firm invests in and is driven by.  Our specialty and focus is primarily cloud-based accounting, and accounting systems implementation (Xero, QuickBooks Online, Sage Business Cloud Accounting and a select group of beneficial add-on apps).  Just because we are cloud-based does not mean that we cannot also assist clients that are currently using a desktop product, we have experience working with both QuickBooks Desktop and Sage50.  For dependable cloud accounting training for your clients, or assistance with the clean up or compilation of accounting data, consider a mutually beneficial working partnership with us.


Don't ignore a valuable service that allows you to enhance your client relationships. 


To find out more about how we can help, reach out to us by phone at 403-453-4734, or email.

Shoe-Box Clients, Late documents, time constraints & deadlines - help!