Clarity first, fixed-scope delivery next. Every engagement follows a consistent, review-led process from discovery to ongoing support.
OUR PROCESS
01
This is a discovery call where we discuss your current cross-border tax and accounting situation, your business structure, the jurisdictions you operate in, and what you need. It is also a chance for you to learn about us and how we work. If there is a clear opportunity for us to add value, we move to the next step.
02
We prepare a detailed questionnaire and request your prior tax returns, financial statements, entity structure documents, and any other relevant information. The goal at this stage is to build a complete picture of your current compliance position across every jurisdiction your business touches.
03
This is where our audit background earns its place. We review your prior filings and financial records with a senior auditor's eye, identifying compliance gaps, filing errors, missed deductions, and any risks that need to be addressed. A majority of new clients we work with have at least one issue that their previous accountant missed.
04
Once we have a clear picture of your situation, we present our findings and provide a fixed-fee proposal outlining exactly what we will do, what it will cost, and when it will be delivered. No hourly billing. No scope creep. No surprises. If you are happy to proceed, we formalize the engagement and get to work.
05
We get to work on your tax filings, bookkeeping, financial statements, and any other deliverables outlined in the engagement. Every piece of work goes through the same audit-level review process before it leaves our desk, whether it is a T2 corporate return, a set of IFRS financials, or a multi-entity QuickBooks reconciliation.
06
For clients who need continuing support, we offer fixed monthly packages covering tax compliance, bookkeeping, payroll, and financial reporting across your US and Canadian entities. We become your outsourced accounting and tax department, keeping your books current, your filings on time, and your business compliant as it grows.
Book a free consultation and let us assess your cross-border tax situation, identify compliance gaps, and show you exactly what it would look like to work with FMC Agency.