Cashflow forecasting and financial management are at the root of what we do. Behind the technology are skilled technicians (real people) who are well trained in the fundamentals of accounting, cashflow forecasting, financial management, capital allocation decisions and general business knowledge & experience.
We use technology to improve our service levels and be able to spend more time focused on our clients, answering questions, providing insight & feedback to help you boost your business performance.
Our Mission
Our mission is to help small businesses succeed by using technology, our experience and expertise to boost your business performance.
We pledge to present a true and accurate accounting of your business in real time and to provide the necessary tools to our clients so that they can make timely decisions based on accurate information.
We govern ourselves in a professional and ethical manner within the guidelines set by Canadian and Provincial laws, GAAP, and in conjunction with the guidelines administered by both the 'Institute of Professional Bookkeepers of Canada' and the 'Canadian Bookkeepers Association'. We have CPA services in-house for review of financial statements and audit engagements.
Deliverables
The key to a successful project is clear and constant communication. We work with you to setup an appropriate reporting schedule daily, weekly or monthly on your businesses accounting, cashflow and financial performance. We will push digital information to you on the agreed schedule so you have instant access to your business performance and established KPI’s.
Additionally, we book regular one on one calls with clients to check in and discuss hot issues, areas of concern or just provide feedback on performance or other business issues.
Privacy Policy
We take your privacy seriously and take all precautions to ensure your personal and business information is kept private and secure. We use encrypted password protection on files and offer secure, password protected cloud based file storage.
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Read our full privacy policy here.
