How we work

A clear beginning.
A closer relationship.

A thoughtful engagement starts with the business. We agree the work before connecting the workflow.

Clarity at every step.

Services are shaped around your business and confirmed in your engagement. Your access, records and responsibilities follow the agreed scope.

01 / THE ENGAGEMENT

Understand your world.

Tell us how the business operates, what records are available and where you would like support.

  • Business activities and locations
  • Current records and workflows
  • The outcome you want to discuss
02 / THE ENGAGEMENT

Define the relationship.

Agree the work, responsibilities and expectations before the engagement begins.

  • Included services and jurisdiction
  • Reporting basis and deliverables
  • Fees, timelines and responsibilities
03 / THE ENGAGEMENT

Bring the work together.

Use the MTB workflows relevant to your engagement to connect the records, review and reporting.

  • Access issued for the relevant role
  • Supporting records and review
  • Reporting and the next conversation
A wider perspective. Clear boundaries.

Global reach.
Respect for your trust.

Canadian client work is not shared with our India operation. MTB operates in India through J&J Accountants, with separate service operations.

Our global expertise
CA

MTB · Canadian operations

Canadian engagements stay separate from our India operation. Canadian client work and associated records are not provided to J&J Accountants for processing in India.

IN

India · J&J Accountants

MTB operates in India through J&J Accountants for the services agreed in India engagements.

MTB

Confidentiality, built into the relationship.

We respect client confidentiality and applicable Canadian privacy obligations, including PIPEDA.

Our privacy notice
Your next chapter

Let’s make room
for what’s next.

Tell us about your business. We’ll start with the right questions and define the work together.