Get Started - CPAMD

Get Started with CPAMD

Ready to simplify your financial life?
Getting started with CPAMD is free, easy, and could give you the peace of mind you’ve been searching for.

Why Choose CPAMD?

100% Free Service

Using CPAMD costs you nothing. Our introductory consultations and matching process are completely free, with zero obligation to commit. Explore your options without any pressure.

No Strings Attached

We’re here to provide information and give you options. Booking a call doesn’t lock you into anything. In fact, many doctors speak with us for a year or more before they’re ready to match with an accountant.

We’ll always give you honest advice, even if that means “come back next year when our services will be more beneficial to you.

Physician-First, Always

We take the time to understand your unique situation. There’s no one-size-fits-all approach here.

Are you a resident with moonlighting income? A physician starting a family practice? We’ll tailor our guidance accordingly.

Nationwide Network

No matter where you are in Canada, we have financial experts ready to assist you. If you’re moving to a new province or splitting your time between two cities, we can accommodate that seamlessly.

Trusted and Vetted

Our network of accountants are vetted for experience, credentials, and positive feedback from other physicians. We’ve done our homework so you can move forward with confidence.

How It Works –In 3 Easy Steps

We’ve made the process as quick and welcoming as possible. Here’s how you can begin your journey with CPAMD’s physician-first financial services.

Fill out the Form or Book a Free Intro Call

Book a free introductory call at a time that suits you or fill out our short online “Get Matched” form.
We’ll ask a few basic details (name, contact, career stage) and what services you’re looking for. Then we’ll personally follow up with you – usually within 24 hours.

Don’t worry – the intro call isn’t a sales pitch. It’s a friendly chat where we’ll answer your questions, learn about your situation, and figure out which of our partner experts would be the right match for you.

Get Your Personalized Match

Based on your info, our team will analyze which CPA or accounting firm in our network is best suited to your needs. We consider factors like your province, career stage, medical specialty, and personal preference to make a thoughtful match.

Then, we’ll introduce you to an accountant with the skills and experience to meet your needs. You can schedule a free initial consultation with them to see if they’re a good fit. If not, no problem – just let us know and we’ll arrange an alternative. Our goal is for you to feel comfortable with your accountant.

Solve Your Finances with Confidence

Work with your accountant to figure out your tax situation, map out a game plan, and get answers to all your financial questions. Whether you need to file your taxes, set up a corporation, or manage your bookkeeping, they’re ready to assist you every step of the way.

CPAMD doesn’t disappear at this point. We stay in the loop to make sure everything goes smoothly, especially as your career evolves. And if you ever run into communication issues and need a neutral party, you can always come to us.

But 99% of the time, you won’t have to. You can just sit back, breathe a sigh of relief, and know that an expert is handling things for you.

Our Commitment to You

When you get started with CPAMD, you’re not just signing up for a one-time transaction – you’re joining a community of physicians who have a financial advocate in their corner. We pride ourselves on providing a high-touch, personalized experience.

Consider us part of your financial team. Your success and satisfaction are our top priority – from our first meeting to all the places your future will take you.