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Qualicum Beach, British Columbia

250-607-7877

If you’re interested in working with us, please take a moment to fill out the form below. We’ll review your details and reach out within 1–2 business days to connect and discuss how we can best support your business.

First Name

Last Name

Company

Do you currently work with a tax, accounting, and/or financial planning professional? *

Yes

Which type of professional are you working with? (Choose all that apply) * Required

Bookkeeper

Accountant

Financial Planner

Are you currently using (or willing to convert to) QuickBooks Online for your bookkeeping system? *

Yes

Apologies.... we won't be able to help you as we only work with clients who use Quickbooks Online

Are you willing to work with us virtually? *

Yes

Please note: While we are willing to meet with clients locally, most of our communication will take place virtually.

We’re a paperless firm. Are you open to using our secure online tools to share and manage your tax and financial documents? *

Yes

Thank you for your honesty. Because our systems and processes are fully cloud-based, we’re only able to work with clients who are comfortable using our secure online tools. We completely understand if this isn’t the right fit for you and wish you all the best in finding a service that matches your preferences.

Please tell us any additional information that would be helpful for us to know before our call.

We’re really looking forward to connecting with you! Once you hit “Send,” we’ll be in touch to arrange a convenient time to meet—whether in person, by phone, or over Zoom.

Thanks for your interest - we will be in touch soon!

Qualicum Beach, BC

250-607-7877

ebbandflowbookkeeping@outlook.com

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