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Contact

Tell us where the books stand.

Within one business day you get what the work involves, roughly what it costs, and when we could start.

Email or call

Send a line or two about the business.

Write to consult@manselfinancial.com with what it does and what is worrying you. We reply within one business day.

Common questions

Asked before the first call.

Anything else, ask.

How quickly will I hear back?
Within one business day, by email or phone. The first conversation is a thirty-minute call.
Who actually does the work?
The person who scopes the work does it. No account manager in between.
Do you take clients outside the Greater Toronto Area?
Yes. Most work is remote. The practice has filed in Ontario, BC, Saskatchewan and Manitoba.
Do you prepare personal tax returns for people who do not own a business?
Yes. Employees, retirees, landlords, the self-employed and newcomers. The personal tax checklist lists what to gather.
What does it cost?
Fees are fixed in the engagement letter before work starts: a monthly fee for ongoing work, a quote for projects, a price per personal return. The quote follows a short look at the books.
What do you need from me to get started?
Read-only access to the accounting system and bank feeds, last year's returns and statements, and CRA authorisation. Onboarding takes as long as those take to arrive.
What happens with my previous accountant's files?
With your authorisation we request the prior-year files from them directly. You stay out of the middle.
Our books are years behind. Can you fix that?
Yes. Catch-up is scoped as a project with a fixed end date, then handed into a monthly routine. Returns filed wrong are amended.
Do you perform audits or review engagements?
No. Those need a licensed public accountant. We prepare the file your auditor works from and can issue compiled statements.
How do I send you documents securely?
Not through the contact form. Once engaged, we agree a secure channel for anything with an account or SIN number on it.