Question 1

What makes Peregrine different from a traditional accounting firm?

Accepted Answer

We’re AI-native, cloud-first, and built to run lean. That means faster turnaround, proactive insights, and pricing that reflects efficiency rather than billable hours.

Question 2

How do you use AI in accounting?

Accepted Answer

We automate repetitive tasks like transaction coding, reconciliations, and compliance checks. This frees us to focus on strategy, tax optimization, and financial clarity.

Question 3

Do you serve both Canada and the US?

Accepted Answer

Yes. We handle both Canadian and US accounting and tax requirements, including cross-border structures.

Question 4

What industries do you specialize in?

Accepted Answer

We work with entrepreneurs, consultants, tech founders, professional services, and family offices that want a modern, digital-first approach.

Question 5

What services do you offer?

Accepted Answer

Bookkeeping, corporate and personal tax, outsourced CFO, and family office services.

Question 6

Do you handle both corporate and personal taxes?

Accepted Answer

Yes. We manage both, and where relevant, we optimize across business and personal to minimize your overall tax burden.

Question 7

What’s included in your Family Office service?

Accepted Answer

We centralize your financial life: accounting, tax, investment reporting, estate structures, and concierge-style support.

Question 8

How do you price your services?

Accepted Answer

We use transparent flat fees or monthly subscriptions. Pricing depends on scope and complexity, not billable hours.

Question 9

Can I get a one-time project or is it ongoing only?

Accepted Answer

Both. We offer standalone projects (tax filings, cleanup) as well as ongoing advisory and accounting.

Question 10

How do I get started?

Accepted Answer

Book a consultation through our link: https://peregrineps.fillout.com/discovery. We’ll assess your needs and build a tailored plan.

Question 11

What does the onboarding process look like?

Accepted Answer

Discovery call → Proposal → Data migration → Setup → Ongoing service.

Question 12

What accounting software do you use?

Accepted Answer

We primarily use Xero and QuickBooks Online, along with AI-powered automation tools.

Question 13

How do you migrate data from my current accountant or system?

Accepted Answer

We manage the transition. You give us access, and we import, clean, and reconcile your data.

Question 14

How long does onboarding take?

Accepted Answer

Typically 2–4 weeks depending on complexity.

Question 15

Is my financial data secure?

Accepted Answer

Yes. We use encrypted platforms, secure client portals, and follow strict compliance standards.

Question 16

How does the client portal work?

Accepted Answer

It’s a secure hub where you upload documents, review reports, and track deliverables in real time.

Question 17

Do I need to be tech-savvy to work with you?

Accepted Answer

No. We set up everything and guide you step by step.

Question 18

Can you integrate with my existing business apps?

Accepted Answer

Yes. We connect with payment processors, payroll systems, CRMs, and more.

Question 19

Do you handle both Canadian and US tax filings?

Accepted Answer

Yes. We file for businesses and individuals in both countries.

Question 20

Can you help with cross-border business structures?

Accepted Answer

Yes. We advise on setup, compliance, and tax strategy for cross-border businesses.

Question 21

Do you provide compliance reminders (GST/HST, payroll, IRS deadlines)?

Accepted Answer

Yes. We track and notify you of upcoming deadlines so you stay compliant.

Question 22

How can I contact my accountant?

Accepted Answer

Through our portal, email, or scheduled calls.

Question 23

Do you offer real-time chat support?

Accepted Answer

Yes. Our client portal includes secure messaging.

Question 24

What’s your typical response time?

Accepted Answer

Within 1 business day for most requests. Urgent matters are prioritized.

Question 25

Do you meet clients virtually or in person?

Accepted Answer

Mostly virtual. In-person meetings are available by request.

Question 26

Do you provide financial dashboards or reporting?

Accepted Answer

Yes. We build dashboards for cash flow, KPIs, and performance tracking.

Question 27

Can you advise on tax strategy and business growth?

Accepted Answer

Yes. We provide proactive tax planning and CFO-level advisory.

Question 28

Do you help with fundraising or investor reporting?

Accepted Answer

Yes. We prepare financial models, investor decks, and regular reporting.

Question 29

What’s included in your AI-powered insights?

Accepted Answer

Automated forecasting, anomaly detection, benchmarking, and scenario modeling.

Question 30

Can you help me set up a holding company or trust?

Accepted Answer

Yes. We advise on structure, coordinate with legal, and manage compliance.

Peregrine Professional Service

AI-native accounting + family office for entrepreneurs in Canada & the US.

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