UpscalePROFESSIONAL SERVICESBook a free call

OUR SERVICES

Support for
the way
you work.

Personal guidance and practical help for your tax filing, records and business needs.

01 / Personal tax filing

For your day job.
And your own work.

Bring employment and independent-contractor income into the same conversation, with personal support preparing and filing your return.

Talk about personal tax filing

02 / Expense & record guidance

Make sense of
the paperwork.

Get guidance on eligible business expenses and the records to keep, based on your own work and circumstances.

Talk about expense & record guidance

03 / Bookkeeping

A clearer view of
your business.

Discuss the support you need to organize your business records and bring your bookkeeping together.

Talk about bookkeeping

04 / Business taxes

Support for the
business side.

Talk through your business tax needs so the relevant preparation and filing support can be included in your personalized quote.

Talk about business taxes

05 / Insurance support

More of the picture.
Part of the conversation.

Ask about insurance support during your consultation. Available products and the scope of support will be confirmed with you.

Talk about insurance support

WHAT HAPPENS NEXT

Know the steps.
Take the first one.

  1. 01

    Start with a conversation.

    A free 15-minute consultation to talk about your work, your income and the questions on your mind.

  2. 02

    Know your next step.

    Receive a personalized quote after your consultation. Decide whether the proposed support is right for you.

  3. 03

    Bring your records together.

    After accepting your quote, share the requested documents. Dropbox File Requests is planned; setup is pending.

LET’S BRING IT TOGETHER

Bring your questions.
Start here.

Book a free 15-min call