Frequently Asked Questions

At Cross Street, we’re big on numbers and communication. Here are some common questions we receive. Don’t have your question listed here? Reach out to us and we’ll get you the answers.

Why do I need to work with an accountant?

Meeting with an accountant gives you an outside perspective of your financial situation and we have the know-how to consult you through the process.

Our CPA designation and experience gives you assurances that we’re qualified to help. We ensure you have all the needed information before you while working together toward living out your financial goals.

I don’t know if I’m investing/preparing for retirement the right way. Can you help with this?

Wisely investing involves assessing your needs, wants and goals and selecting a suitable style of investment. The best way to guarantee fully independent advice is by making sure the fee your adviser receives does not depend on how and where your capital is invested.

We are pleased to set aside time to review your situation and discuss recommendations for:

  • Investment guidance
  • Retirement planning
  • Estate and executor
What areas do you serve?

We serve clients across Eastern Ontario including:

  • Perth
  • Lanark County
  • Ottawa and the National Capital Region
  • Most of Renfrew, Frontenac and Leeds counties.

But because we use cloud software, we can work with clients from anywhere! Contact us to learn about the in-person or virtual services we offer.

How does our first meeting go?

When we first meet, we’ll sit down together and chat about your current situation. Whether it’s looking at your personal finance goals or navigating through changes in your business, we’ll have an open conversation where we’ll ask questions and listen.

From there, we’ll put together a proposal that hits on your goals and how we can work together to bring them to a reality.

How much does it cost to work with you?

Each proposal is quoted on an individual basis. We’ll send you a proposal once we have our initial discussion/meeting to define your situation.

Have another question?

We are happy to answer any questions you have. Please contact us for more information.