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 Coquitlam.
For accounting firms in Coquitlam and the rest of the Tri-Cities, we automate the follow-ups that slow a small team down: document requests, uncategorized transaction questions, and tax-season intake. Each workflow runs on the QuickBooks Online or Xero setup you already use, and your team checks anything that touches the books.
A Coquitlam 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 Coquitlam 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 Coquitlam firms
Do you work across the Tri-Cities?
Yes, and across the rest of BC. Most time audits happen over video, which keeps them to 30 minutes, and if you'd rather meet in person, mention it when you book. The workflows run in your firm's own accounts, wherever your office is.
Can clients keep sending documents the way they do now?
Usually, yes. We start from how your clients send documents today, whether that's email, a shared folder, or an upload link, and build around it. If a change would save your team time, we'll suggest it, but clients don't have to learn a new system to start.
How long does a first workflow take?
One to a few weeks, depending on scope. A single workflow, such as document reminders, sits at the shorter end, while connected workflows take longer. You get a timeline in your written plan before any work starts, and we test with your team before go-live.
Who will we work with?
Ekamjot Singh, the founder, from the first call to handover. There are no account managers or hand-offs in between, so the person who maps your process on the time audit is the person who builds and tests every one of your automations.
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.