Frequently Asked Question

1. ABOUT ENVISION

Why Choose Envision Accounting?

Envision Accounting is dedicated to providing personalized, value-based services tailored to your unique business needs. We offer transparent, fixed monthly fees, unlimited support, and real-time financial data. Our cloud-based solutions ensure you can manage your finances anywhere, anytime, with the highest levels of security and convenience. We prioritize your success and offer a level of care and attention that sets us apart from other firms.

What services can I expect from Envision Accounting?

Envision Accounting offers a wide range of services, including bookkeeping, tax preparation, financial analysis, business advisory, and cloud accounting solutions. We tailor our services to fit the specific needs of your business, ensuring you have the tools and insights necessary for success. Our commitment is to provide comprehensive support to help you achieve your financial and business goals.

Why should I trust Envision Accounting Navigationover other accounting firms?

Envision Accounting stands out due to our commitment to personalized service, transparent pricing, and cutting-edge technology. Unlike traditional firms that bill by the hour, we offer fixed monthly fees and unlimited support, ensuring you always have access to the help you need without unexpected costs. Our expertise in cloud accounting allows you to manage your finances seamlessly, no matter where you are.

Are Envision Accounting licensed professionals?

Yes, Envision Accounting is staffed by licensed Chartered Professional Accountants (CPAs) who are dedicated to maintaining the highest standards of professionalism and expertise. Our team is committed to ongoing education and staying current with the latest industry trends and regulations, so you can trust that our services are both compliant and cutting-edge.

2. PROCESS

How do I get started with Envision Accounting?

Contact us to schedule an initial consultation where we’ll discuss your business needs and goals. After our assessment, we’ll propose a tailored solution and start the onboarding process.

What does the onboarding process involve?

The onboarding process includes an initial consultation, data migration, setup of your accounting system, and training to ensure you are comfortable with the new setup.

How long does the onboarding process take?

The timeline can vary depending on the complexity of your business needs, but typically, the onboarding process takes between one to two weeks.

Will I have a dedicated account manager?

Yes, you will have a dedicated account manager who will be your main point of contact for all your accounting needs and support.

3. SUPPORT

What kind of support is available?

We offer unlimited, always-on support as part of our service packages. You can reach out to us anytime for assistance without worrying about additional charges.

What methods of communication do you offer for support?

We offer support via email, phone, and virtual meetings to provide you with flexible and convenient ways to get the help you need.

Will I have a dedicated support team?

Yes, you will have access to a dedicated support team who are familiar with your account and can provide personalized assistance.

Do you offer emergency support?

Yes, we offer emergency support to address urgent issues that may arise, ensuring your business operations continue smoothly.

4. SOFTWARE

What accounting software do you use?

We use leading cloud-based accounting software such as QuickBooks Online, Xero, and Sage, which offer real-time financial data and secure access from any location.

Is the software secure?

Absolutely, the cloud-based accounting software we use complies with the highest security standards, ensuring your financial data is protected.

Can the software integrate with other business applications?

Yes, our chosen software platforms can seamlessly integrate with various business applications, enhancing efficiency and data accuracy.

Will there be regular updates to the software?

Yes, the cloud-based software we use is regularly updated to include new features and security enhancements, ensuring you always have access to the latest tools and capabilities.

Now That's a Competitive Advantage

LET ENVISION ACCOUNTING BE YOUR SECRET WEAPON.

A Virtual Chartered Professional Accountant

for Your Expanding Business.

At Envision Accounting, we're dedicated to your financial success. With tailored solutions and expert guidance, we empower you to achieve your goals with confidence.

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