Thank you for your interest in creating a client relationship with Verte Consulting

In order to serve our clients best, we make sure that both parties are a good fit for each other.  We deliver personalized, boutique agency financial services. In order to ensure our clients' happiness we only partner with appropriate companies.   

We strive to provide outstanding service, and due to this, we limit our client relationships to those that are the best fit and whom we can serve the best.

If you'd like to inquire about becoming a client, please fill out the following survey and one of our team will be in touch promptly!


Basic Client Information
Your information is private and confidential. You will automatically be added to our monthly newsletter, L'Entreprenuer, for which you can easily opt out at any time.
Name *
Name
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What services are you interested in? (check all that apply) *
Note: we are not a CPA firm, we do not file tax forms. We work with preferred CPA partners or your CPA of choice.
Referred by:
How did you hear about us? *
Choose one or fill out who below:
We'll be sure to thank them!
Please tell us a bit more about your company:
Reason you are looking for a new accountant? *
Or if inquiring about our project management services, fill in other field below.
Pleased describe:
We have a range of services from basic bookkeeping to project management. So that we can best help you, please answer a bit more:
How many staff? *
Include full time, part time, & subcontractors
How many are full time, part time, & subcontractors
Do you run payroll? *
We aren't the cheapest firm around, but also are not the most expensive. We strive to provide value and quality with our services.
$
Annual gross in thousands; please type only numbers (no commas or periods)
$
Business entity type? *
We can help register your company with the appropriate structure.
Current accounting system *
Does your company have any international or multi-currency needs? *
We support the US and Canadian companies in North America as well as work with companies with international needs.
We specialize in helping clients decide on KPI's and work towards those goals - do you have any in mind?
Verte Consulting specializes in helping clients organize their projects - we use WorkflowMax, Harvest, and Xero Projects.
Anything else you'd like to add?
Part Two
Our 3-Step Evaluation Process One of the reasons we take the time to go over all this with you prior to you meeting with an advisor is that we’re very careful to only take on clients we know we can help, or who really get what we’re about and the type of firm we are. These questions allow us to evaluate if we have services that you are looking for and when you talk to an advisor, you can ask us questions to help evaluate us.
Step 1 *
Step 1 is for you to read through some information that you will get via email. It’s important that you read that prior to meeting with an advisor so that you can arrive to the meeting ready with questions to ask, rather than us spend time explaining the background of the firm, what we do and so on. Reading this will allow you and them to achieve much more in your meeting together. Also, we ask that anyone who will also be attending the meeting with you, also reads this information prior.
Step 2 *
Step 2 is the meeting. Upon evaluation of your answers, one of our team will be in contact to book an online screenshare meeting and have a chat with CEO Kirsten Barrie or one of our other advisors to discuss in detail the scope of the work to be done. You can ask your list of questions, and we’ll ask you ours. At the end of that meeting you’ll know—and we’ll—know if we want to progress to Step 3
Step 3 *
And lastly, Step 3 is where we provide you with a fixed price proposal, outlining some options for you and what the fees will be. This means there’s no ‘ticking clock’ here, where you get charged by the hour. You know what you’re getting and what it will cost, before you agree to go forward. Does that make sense?
Thank you!
We appreciate you taking the time out of your busy schedule to fill this out. One of our team will reach out to you as soon as we read this (during business hours).