Book an Appointment
Ready to take control of your financial future? Book an appointment with our expert team to discuss your needs and how we can help you achieve your financial goals. Whether you're looking for bookkeeping services, tax advice, or financial planning, we're here to assist you every step of the way.
What to Expect
Initial Consultation
Your journey with Finan$ica begins with a comprehensive consultation where we listen to your needs, understand your financial situation, and identify how we can best assist you.
Customized Solution
Based on our initial discussion, we'll develop a tailored approach that addresses your specific financial challenges and goals, ensuring efficient and effective service delivery.
Ongoing Support
Our relationship doesn't end after the initial engagement. We provide continuous support, regular updates, and are always available to address your questions and concerns as they arise.
Frequently Asked Questions
What should I bring to my first appointment?
For your initial consultation, it's helpful to bring any relevant financial documents such as previous tax returns, business financial statements, and any specific financial concerns or questions you'd like to discuss.
How long does a typical consultation last?
Initial consultations typically last about 60 minutes, giving us enough time to understand your needs and discuss potential solutions. Follow-up appointments may vary in length depending on the complexity of the services required.
Do you offer virtual appointments?
Yes, we offer both in-person and virtual consultations to accommodate your preferences and schedule. Virtual meetings are conducted via secure video conferencing software for your convenience and safety.
How soon can I expect a response to my booking request?
We typically respond to booking requests within 24 business hours. You'll receive a confirmation email once your appointment is scheduled, along with any preparation instructions if needed.
What if I need to reschedule my appointment?
We understand that plans change. If you need to reschedule, please contact us at least 24 hours before your appointment, and we'll be happy to find another suitable time for you.
Is there a fee for the initial consultation?
The fee structure for consultations depends on the nature and scope of your financial needs. We'll provide clear information about any applicable fees before your appointment is confirmed.
Need Immediate Assistance?
If you have urgent financial matters to discuss, don't hesitate to call us directly at (905) 626-6431. Our team is ready to help you navigate your financial challenges.