Getting started with Metarithmika: six simple steps from first call to monthly support. Most clients are fully set up within 2–4 weeks, depending on how current their records are.
Step 1 — Free Financial Clarity Call (20 minutes)
A no-pressure conversation about your business or non-profit. We:
- learn about your organization, structure and goals;
- discuss your current bookkeeping, payroll and filing challenges;
- answer your questions and explain how we can help.
Available in English, Spanish and Greek. Book your free call →
Step 2 — Your proposal and service plan
We recommend the plan that fits your needs and send a clear proposal:
- Standard Plan — essential monthly bookkeeping for small businesses.
- Premium Plan — an assigned accounting team, monthly statements, payroll for up to 2 employees, and admin support.
- Custom Plan — tailored to your transaction volume, employees, reporting and filing needs, including fractional CFO support.
Non-profit organizations receive 20% off their first 3 months. Once you accept, we sign the engagement and service plan together.
Step 3 — Secure document collection
- We send you a document checklist tailored to your organization.
- You upload documents through our secure, encrypted file-sharing system.
- We help you organize anything that is missing or out of order.
Step 4 — Account and software setup
- We set up your file and access to your accounting software (QuickBooks Online or Sage 50).
- We configure receipt management so you can snap and send receipts.
- We set up or connect your payroll (for example Wagepoint or your existing provider), if needed.
- You authorize us with the CRA ("Represent a Client") where your plan includes filings.
Step 5 — Review, clean-up and schedule
Your dedicated team:
- reviews your records and flags any catch-up work (quoted separately, if needed);
- sets up your chart of accounts and reporting structure;
- builds your calendar of filing and remittance deadlines;
- agrees on how and when we communicate.
Step 6 — Ongoing monthly support
- Monthly reconciliations and financial reports.
- Regular review meetings, as included in your plan.
- Support by email, phone and video call — we reply within one business day.
- Deadline reminders, so nothing slips through the cracks.
Ready to start? Book your free Financial Clarity Call →