What makes Peregrine different from a traditional accounting firm?

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.

How do you use AI in accounting?

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

Do you serve both Canada and the US?

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

What industries do you specialize in?

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

What services do you offer?

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

Do you handle both corporate and personal taxes?

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

What’s included in your Family Office service?

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

How do you price your services?

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

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

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

How do I get started?

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

What does the onboarding process look like?

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

What accounting software do you use?

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

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

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

How long does onboarding take?

Typically 2–4 weeks depending on complexity.

Is my financial data secure?

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

How does the client portal work?

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

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

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

Can you integrate with my existing business apps?

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

Do you handle both Canadian and US tax filings?

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

Can you help with cross-border business structures?

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

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

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

How can I contact my accountant?

Through our portal, email, or scheduled calls.

Do you offer real-time chat support?

Yes. Our client portal includes secure messaging.

What’s your typical response time?

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

Do you meet clients virtually or in person?

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

Do you provide financial dashboards or reporting?

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

Can you advise on tax strategy and business growth?

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

Do you help with fundraising or investor reporting?

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

What’s included in your AI-powered insights?

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

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

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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