Meet the way you prefer
Most calls happen by video. Prefer to meet in person? Ask us on the call.
Workflow automation for accounting firms in Burnaby.
For accounting and bookkeeping firms in Burnaby, from Metrotown to Brentwood: if your team sends the same follow-ups every month, we can automate them. We set up document chasing, transaction questions, and tax-season intake on the QuickBooks Online or Xero setup you already use, and your team keeps the final say.
A Burnaby firm's weekExample automationsAll caught up- Document requests sentWith an upload link
- Transaction questions answeredReady for review
- Slips filed to client foldersTax season intake
- Outstanding list updatedFor your team
Self-hosted on AWS in CanadaQuickBooks Online or Xero
Why a local team
Built in BC, for BC firms.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Made for Canadian tax season
Checklists and reminders built around the slips and deadlines your clients actually deal with.
What we automate for Burnaby firms
All services →Document collection
Requests, reminders, and filing for the slips, statements, and receipts your team waits on.Uncategorized transaction follow-up
Unclear items pulled from your books and sent to clients as plain-language questions.Receipt and bank statement data entry
Receipts and statements moved from inboxes and folders into your books, ready to review.Client onboarding
Welcome emails, paperwork, and setup steps that run the same way for every new client.Billing and collections
Invoice reminders and payment follow-ups for your firm's own fees.Month-end close
Close checklists, statement requests, and report pulls that run on schedule.Tax season intake
Organizers, questionnaires, and checklists that go out on time and come back complete.
Questions from Burnaby firms
Can we meet face to face?
Video calls are the default, because they keep the time audit short and easy to fit into a busy week. Prefer to meet in person? Mention it when you book, and we'll sort out the details on the call with Ekamjot, who builds your automations.
Do you only work with Metro Vancouver firms?
No. We're starting in Metro Vancouver, and we work with accounting and bookkeeping firms anywhere in BC. Audits and check-ins happen over video in Pacific time, and the workflows run inside your firm's own accounts, so your office location doesn't limit what we can build.
We use both QuickBooks Online and Xero. Is that a problem?
Not at all. We build so one workflow can serve clients on either ledger, with the part that talks to QuickBooks Online or Xero kept small and separate. Your team runs one process for every client, whichever ledger that client uses.
What happens after the time audit?
If there's a fit, you get a written plan: what we'd automate, which tools we'd use, and a fixed quote. Nothing starts until you approve it, and if automation isn't worth it for your firm yet, we'll say so plainly.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.