HOW WE WORK

At Metrics we offer a roboadvisory model for professional services- that is, Robots and CPAs working together.
Heres how we work:

Meet Metrics

You contact Metrics through our website, by phone or email. A link to book a meeting is then set to you by email.

Following the meeting, you move to the on-boarding process or are sent a proposal with details of services and pricing, depending on what services you’re looking for, and our onboarding chat.

 

READY TO BOOK A MEETING?

Client Intake Form

You are then sent an introduction email including an explanation of what you’ll need to complete for onboarding and a link to a form to collect pertinent information.

Google Drive Sharing

An email is sent out explaining Google Drive and the folder structure. We send a request to you to upload the relevant documents required to complete the work you’ve hired us for.

Authorization

You are then sent an RC59/T1013 through RightSignature that authorizes Metrics as a representative for the CRA on your behalf.

You’ll then receive a follow-up engagement letter through RightSignature outlining all services Metrics will provide, as well as pricing and other terms of the engagement.

Working Together

An accountant from Metrics will then work directly with you on approved services.

Once your job has been completed, it will be sent to you for review. Following approval, you will sign all relevant documents digitally – no need to come into the office if you don’t want to.  We’ll then send your invoice over, and provide confirmation of filing once the invoice is paid.

Thats it! We can then focus on our next work together!