Frequently Asked Questions

We’ve put together a few Frequently Asked Questions (FAQs) that we receive from clients, prospective clients and members of the community. Let us now if you have any other questions!

How do you communicate with clients?

Our company is based in Ottawa, but we pride ourselves on working remotely with our clients. We use Zoom video conferencing, which allows us to do video calls, audio calls, screen sharing and recording in order to serve you. Clients love this because we can watch their screen to help them through a problem.

What kind of team does my company have access to?

You get an on-boarding specialist who helps you and your team transition to cloud-based software. After the migration is done, you work directly with your virtual accountant and bookkeeper, who help you with the day-to-day. We have a team of tax accountants, investment advisors, business coaches and lawyers that we work extensively with, so you get a power team when you work with us.

What kind of pricing to you have?

All our pricing is:

  • Up front pricing
  • FIXED monthly fee
  • No surprises
  • No hidden costs

Each of our clients have a unique business that requires unique solutions. In order to give us enough information to give you specific $ pricing, book a FREE consultation with our team.

How can I get in touch with you quickly?

We can be reached by phone(1-833-ZEN-LIFE), fax(613-699-7831) or email us directly.

How do I get my files to you?

We use a combination of HubDoc, Google Drive and DropBox to coordinate file sharing. Ask your Zenbook Accountant which one works best for your business.

Do I have to keep financial records?

By law, you have to keep thorough financial records under any of these circumstances:

  • You are running a business in Canada.
  • You engage in any commercial activity in Canada.
  • You are responsible for collecting taxes and other amounts.
  • You have to file a Goods and Services/Harmonized Sales Tax (GST/HST) return.
What benefits are there for keeping my records organized?

Good record-keeping is essential to making important decisions that will impact your business’ future. The more organized that you keep your records, the more easily you can access important information, thus saving you time. Additionally, there will come times where the government needs certain information from you, and having the appropriate records easily available satisfies the government agencies faster and allows you to get back to business.

Using your business’ financial records, you can:

  • Track and compare past and present finances
  • Plan for future financial positions, such as potential increases and decreases in profit or other expenses
  • Satisfy reporting agencies, most importantly the Canada Revenue Agency
  • Save time and energy if your business gets audited.