Our Process | McEvoy, Lelievre & Associates | Accounting & Bookkeeping

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Our Process

Book your first call today to get started.

  • Meeting

    Schedule A Meeting

    Fill out the form on this page, or call us at (905) 892-0400, to schedule a discovery call. Meetings are available in-person (Niagara Region) or virtually.

  • Discovery Call

    Client Discovery

    During this meeting we’ll learn about your business, unique needs, goals, and more. We’ll discuss tools and processes and gather the required information to build a unique plan for your business. Plus, this is also an opportunity for you to learn more about McEvoy Lelievre & Associates and decide if we’re a good fit.

  • Next Steps

    Pricing & Next Steps

    Once we’ve completed an analysis of your business needs, we’ll present a business package personalized to your specific needs. We will also review next steps, communicate timelines, and make introductions to your key contacts.

Contact Free & Virtual Appointments

Not sure how to connect to a virtual meeting? We’ll teach you that too.

Get Started Today

Fill in the form below, or call (905) 892-0400.