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Our Approach

The Discovery Call


Share your existing issues, what you're looking for in terms of services, and learn about how we're structured to help.

The Logistics Call


This call will result in multiple options for working together and show you exactly how we'd address each issue you brought up in the discovery call.

It'll also give you a chance to ask additional questions about the team, specific procedural issues and the roles/responsibilities we'll take over.

The Pricing Call


The next day, we'll present a few ways of working together along with prices and a defined scope for each option. This is where you'll discuss timelines, your team and next steps .

You may have a few questions

What does Mastery Financial do?

We are an accounting firm in Canada that provides companies with a virtual finance team for less than the cost of an in-house bookkeeper. Our services include tax planning, tax filing, bookkeeping, payroll, budgeting, accounts payable, and business consultation.

Why was Mastery Financial started?

It's been the family business for as long as I can remember. I can remember growing up, looking up to my dad growing this business. I remember thinking one day I'd like to be a part of it. And when my dad retired I was determined to take over the business to do something I'd studied for and been a part of all of my life. But most importantly to look after dad's customers and to serve the community with accounting excellence.

Are you licensed and insured?

All our CPAs are licensed and insured.

What cities are you in?

We work in all Canadian cities, including Toronto, Vancouver, Halifax, Edmonton, and Calgary. Because we're remote, we can perform bookkeeping and tax no matter where you're located in Canada. We also support USA and other Global companies who are coming to Canada.

Delivering Financial Services for over 30yrs!

Established for over 30yrs.
Delivering full virtual chartered professional accountancy services for small and medium-sized businesses across Canada

Full Accountancy for less than the cost of an in-house bookkeeper!

Get In Touch

[email protected] Tel: +1 780-454-4719 #102, 2207 - 90B Street SW Edmonton AB T6X 1V8

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