+1 (613) 627-2468

Our Process

Simplicity and transparency are cornerstones of our business processes. Hence, we are particular about understanding our clients’ needs, their core business and how we can deliver a seamless bookkeeping service that frees up their capacity to pursue growth in their core business.

Starting with the end in mind, we work with our business clients in six easy steps.

Consultation

A good relationship starts with discussions that explores a fit. We attend in-person, virtual or telephone-based consultations with prospective clients. Click here to schedule a consultation with one of our team.

Assessment

Your satisfaction starts with our understanding of your needs, and the role we ought to play to help you meet those needs and grow a successful business. After consultation we review the information provided, requesting additional information to ascertain our thorough understanding of your business.

Sign-on (statement of work)

This is the milestone we aim to achieve with 90% of prospective clients whose business needs we understand, and whose area of business fits our areas of specialization and core competences. Upon initiation of service agreements and a statement of work, Jacim shall begin the design of its services, tailored for your business.

Services Design

We get to start the work of integrating seamlessly with your organization. First with an alignment of the overall services architecture around your business processes and operations.

Configuration

Once we have a framework architecture of your setup, we configure our processes and methods of practice in-sync with your business, towards delivering a seamless experience for your team.

Service Launch

Finally, we are ready to roll into operation, keeping your books in-sync as your team goes to work growing your business with laser focus on core objectives and results, instead of bookkeeping, tax returns or sweating it hard to maintain projects financial conformance.