Handling all of your Accounting Needs.

Frequently asked questions about the merger of

Froese & Company and Morales & Co, to become ATMOS Financial Services Inc.

What is the firm’s new name?

Our new name and the legal entity will be ATMOS Financial Services Inc. We will refer to ourselves as ATMOS or ATMOS Financial in everyday conversation.

Why are you merging?

Our two teams have worked together and shared resources over the past two years, and in that time, we have realized that our firms’ cultures are very similar. Froese & Company have the expertise and technical knowledge in areas that complement ours, and our teams are compatible. We truly feel that our merged firm will be better than the two firms would be on their own.

When will the merger be effective?

We will begin operating as ATMOS Financial Services Inc. starting January 1, 2021.

Are you merging because of COVID-19 or the current economic landscape?

No. The merger would have happened regardless of COVID-19 or any impact on the economy. The timing is coincidental. However, the extreme additional demands on our time due to various government aid programs and the increasingly complex and changing tax and regulatory environments have added urgency to this decision.

How will this merger benefit me?

We truly believe this merger is a win-win situation for everyone.

Here are some of the benefits:

Additional qualified personnel will be available to answer your question and provide services.

More specialized and targeted services — by combining our teams, we can offer even deeper expertise in the areas of tax preparation and planning, bookkeeping and accounting, remote CFO and Controller services, and business advisory services. Froese & Co has extensive expertise in tax preparation and planning, business continuity and succession planning, as well as Agricultural tax advice and knowledge with AgriStability and AgriInvest

Additional developmental opportunities for our staff will mean that our clients will benefit as more team members can provide a wide range of services.

As a client, what will change for me or my business?

For at least the first year, you can expect very little to no change. The Account Manager or preparer you’re used to working with will most likely remain the same. Any existing contracts in place with Morales & Co. will remain in place and unchanged, and those services will continue to be provided by Morales & Co. until the terms of the contract are fulfilled. Upon contract expiry, ATMOS Financial Services Inc. will offer the renewal contract on substantially the same terms as before.

Will there be an increase in pricing?

Prices will generally stay the same, except for normal annual increases in line with inflation and/or added complexity.

Are your offices moving?

No. The office at Meaford will remain as the head office and main point of contact. Joel and his staff will be based out of Newton, Ontario area. Also, our staff located at various points in Manitoba and Alberta offer drop-off or pickup services when convenient for clients. This will not change.

Will I still be able to talk to Joel or Anita?

Of course! Our account managers will still be available to meet your needs. We enjoy working with you and intend on continuing to do so.

Do you have a new website?

At this time, the websites for Froese & Company and Morales & Co are still the go-to sources for information online. We are actively developing a new website for ATMOS Financial Services Inc., which will be available shortly in the future.

How do I get in touch with you?

Our phone numbers will stay the same, and we will continue to receive emails at the existing accounts in the short term. You will be notified shortly of future changes to email addresses.

Will ATMOS have all of my history and records from my business relationship with Morales & Co.?

Yes! Our data retention policies have not changed and will continue in the new company.