First and foremost – We would like to sincerely thank you for choosing Schwan & Associates Chartered Professional Accountant to service your accounting needs.
We sincerely believe in the value of relationships. We view every client relationship like a partnership and genuinely believe our success only comes with your success. We are proud to serve as consultants to small businesses, entrepreneurs, and individuals that value personalized, proactive service – and we are committed to being available year-round as a sounding board for any situations that may arise.
It is our mission to do everything possible to help you reach your business and financial goals. Communication is the key to any professional relationship. Don’t be hesitiate to let us know of any concerns you may have.
Things to note:
* Sending Information to our Office (Our preferred method of delivery is our secure online portal):
- Schwan & Associates online portal can be found at this link; https://ca.casewarecloud.com/schwancpa/webapps/#login. You will receive a separate invitation to register from the accounting team. This is the most secure AND efficient way to send information electronically.
- Consent forms will be sent to you using our digital signature program. There is no need to print the document, just follow the links in the email sent to you by Adobe. You may sign it by simply typing your name and having the program create a signature for you, or you can create a signature using your mouse. Once the document is digitally signed, a copy will be automatically emailed to both you and our office.
- If you are currently using QuickBooks Online, please invite us as your accountant with the email address firstname.lastname@example.org.
Again, we certainly appreciate the confidence that you have shown in us and will strive to make your relationship with us a pleasant and rewarding one. Without you, we could not prosper and grow. If there is ever a time we may be of service to any of your friends, family or colleagues, please let us help. A referral is the greatest compliment you can give.
Jeffrey Schwan, CPA, CGA
Schwan & Associates Chartered Professional Accountant