Reach out and tell us about your business, what you need help with, and any deadlines you're working toward.
We'll take an overall look at where things stand — your current processes, systems, and priorities, along with your workload, any backlogs, recent changes, or specific concerns. This gives us a clear picture of your situation before we recommend anything.
Based on our conversation, we'll clarify the overall scope of the project — whether it's ongoing support, a one-time project, or temporary coverage. We'll also review what system changes may be needed, then prepare a service proposal for your review: the services, responsibilities, timeline, and pricing. You'll have the opportunity to ask questions and clarify the details before moving forward.
Once the proposal is accepted, we'll sign the service agreement and guide you through onboarding. We'll confirm the records, system access, and authorizations needed for the agreed work, and start any agreed system changes or migration — along with how we'll share information and communicate.
We'll begin the agreed work and keep you informed of progress, outstanding questions, and anything requiring your review or approval. For recurring services, we'll establish a regular schedule and ongoing updates. For projects and temporary assignments, we'll work toward the agreed milestones and deliverables. At agreed checkpoints, we'll review completed work, discuss outstanding items, and confirm next steps — and when a project ends, we'll organize the records and handover materials for a smooth transition.
CrossAlign supports businesses of all sizes across Canada with payroll, bookkeeping, HR, and tax services. We also work with recruiters and staffing agencies on remote contracts, projects, and temporary coverage.