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New Clients
How to begin working with Creekside Accounting.
We work with business owners in Kelowna and the surrounding Okanagan who want clarity, proactive planning, and a reliable accounting partner.
New to Creekside Accounting?
When We're a Good Fit
This path is for business owners who are looking for ongoing accounting, corporate tax, or proactive advisory support.
We're a good fit if:
- You've just started a business and might incorporate in the future
- You are planning to incorporate and are unsure what the next steps should be
- You are already incorporated and want more proactive tax planning
- You operate in Kelowna or the surrounding Okanagan area
- You value clear communication, planning, and professional systems
If you are looking for one-off personal tax or bookkeeping services, we may not be the right fit.
What to Expect As a New Client
Working with Creekside Accounting is a structured, professional process. We limit the number of new clients we take on to ensure high-quality service and proactive support.
This looks like:
- Paid onboarding appointment
- Secure document exchange through our client portal
- Clear pricing before work begins
- Ongoing support tailored to business owners
New Client Onboarding process
Step 1: Book Your Meet & Greet (Optional But Recommended)
Start by booking a Meet & Greet appointment. This paid appointment allows us to review your situation, understand your business, and confirm scope before any work begins.
During a Meet & Greet, we will:
- Review your current business and filings
- Identify gaps, risks, or planning opportunities
- Confirm the services you need and associated fees
New client Meet & Greet appointments are paid. This reflects the preparation, review, and professional advice provided.
Step 2: Complete an Intake Form
Our secure intake forms take 10-15 minutes to complete and helps us ensure accurate and efficient services tailored to your business's unique needs.
Use our Corporate Intake Form if your business is already incorporated.
Use our Personal Intake Form if you'll need individual, sole proprietor, contractor, self-employed, or rental tax services and are not not incorporated.
Step 3: Onboarding
Once we receive your intake form, our team will begin your new client onboarding.
- We'll set up your client profile and service needs within our reminder system,
- We'll request CRA authorization to ensure we can review past filings and communicate with the CRA about your tax needs,
- We'll request a PAD (Pre-authorized debit agreement) through Rotessa for easy payment
Step 3: Engagement and Next Steps
Once your onboarding is complete:
- We'll send you an email to confirm that you are now onboarded as a client,
- We'll provide you access to your client Senta Portal for secure document exchanges,
- We'll send a next step email for getting your tax services underway
About Our Fees
Ongoing fees vary based on the complexity of your tax return, reporting requirements, and level of advisory support. You can review our fee structure here.
Not sure if we're the right fit? Review our business services or fees before booking.
225 - 1855 Kirschner Road, Kelowna, BC, V1Y 4N7
Copyright © 2017 Creekside Accounting Ltd. - All Rights Reserved.
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