Our 5-Step Onboarding Process

Clear the launch pad and prepare for liftoff! Getting started with Rocket Accounting is simple, transparent, and stress-free. Here’s how we bring order to your books and set your business on the right trajectory:

01. Initial Meeting

Every mission starts with a flight plan. In a quick virtual meeting, we learn about your business, your goals, and the challenges you want solved. This sets the foundation for a strong working relationship.

Initial Meeting
Proposal

02. Proposal

Next, we build a customized proposal to match your needs. No cookie-cutter solutions, no hidden fees, just a clear plan designed for your business orbit.

03. Onboarding

Once you’re ready for launch, we set up all your accounts in the cloud. This way, both you and our team can access everything quickly and securely, keeping your records clean and your systems streamlined.

Onboarding
Three Month Trial

04. Three-Month Trial (Why We’re Different)

Here’s where we separate from other accounting firms in Vancouver. For the first three months, we track how much attention your business truly needs. At the end of this trial period, we provide a fair, accurate quote for the year ahead. No guesswork, no surprises.

05. Sit Back and Relax

With your systems humming, we take over mission control. Your accounting is handled, your tax filings are prepared, and you’ll get updated financial statements that help you make confident business decisions. Each year, we reassess and adjust to make sure your plan continues to fit your orbit.

Sit Back and Relax

Why This Process Works

Our 5-step process keeps your business grounded and future-ready. From the first call to ongoing support, you’ll always know where you stand. And with our deadline guarantee, you’ll never be left drifting when the CRA comes calling.

Ready for Launch?

Your journey to stress-free accounting starts here. Let’s prepare your business for takeoff.