Client Welcome Kit

As a new client of Add-Vantage Bookkeeping, we’d like to help you get started. Please follow the steps outlined below.

STEP 1:
PLEASE DOWNLOAD, COMPLETE, SIGN & RETURN TO ADD-VANTAGE BOOKKEEPING:

STEP 2:
WE WILL EMAIL YOU A PERSONALIZED AGREEMENT FOR YOU TO COMPLETE, SIGN & RETURN:

  • Non-Disclosure Agreement



I have been working with Add-Vantage Bookkeeping for the past several years and I have found Kerri to be professional, courteous and, of course, accurate. My business is in Toronto and Kerri has her office in Sudbury – I have never found this to be a hindrance. We communicate by phone or e-mail. Kerri makes the hard stuff easy. She has always been non-judgmental, honest and very easy to work with. I will continue to use Add-Vantage Bookkeeping’s services and would highly recommend Kerri for any bookkeeping needs. -Gail Sacks, Banbury Kids Camp