Who are we?

We are trained accountants, but have always believed that bookkeeping is very important for your business. This is overlooked by many individuals, both in and out of the industry. Our philosophy is that your records are your story. If time and care isn’t taken in writing your story, no one can read it.

How do we know that our system works?

We are trained accountants, but have always believed that bookkeeping is very important for your business. This is overlooked by many individuals, both in and out of the industry. Our philosophy is that your records are your story. If time and care isn’t taken in writing your story, no one can read it. And if no one can read it, it becomes expensive from a correction perspective but also increases your risk. Risk of not being compliant, risk of filing incorrect information, risk of triggering an audit, risk of not being able to prove you numbers. All of these risks add up and cost you.

In addition, we have found that our clients’ needs extend past compliance. Our clients need a partnership with their accountant/bookkeeper. They need to be able to strategically plan and this goes past discussions on “how much was in my bank at the end of last month?” Sometimes, our clients need a sounding board to run ideas off of. Other times, they need assistance with pricing their products. We help with this.

So how does going to the cloud help with this? Simple – by creating efficiencies within your business on how you report, track inventory, invoice, pay suppliers, collect payments we can help you stay current and have relevant, timely information. Having these systems talk to each other; we can create a situation where your bookkeeping is current, not behind by a month, quarter or year. This then means that you have more current information to base decisions off of. We can identify your issues much quicker, or help you reach your goals for the rest of this year, rather than next year. We can take your numbers, and discuss your pain points and help you determine if you need to hire, or if you can save the cost of an employee today by investing in another application that is specifically designed for you pain point. Would you rather have a $50,000/year employee cost or an $800/year solution? Sometimes that is the difference, other times, you really do need to hire.

We use an example of one of our clients quite often – he runs a successful and growing company, but his information was always behind. He never had a handle on his costs and it was time consuming to find when supplier prices were not correct or had changed, directly impacting his own profit margin. He wasn’t a big user of computers and technology, but knew something had to change to reach his goals. We worked with him one-on-one with transitioning to a cloud system – this included setting up a new computer, installing a scanner, setting up online banking & accounts, setting-up his cloud-based accounting system, training him on invoicing through the system and updating his price lists. The rest of his information was sent virtually to us, so that he did not need to schedule time to drop-off, resulting in more time spent selling his products. There was a steep learning curve for him, and after 3 months he emailed and met with us excited to ask what else he could do. He no longer felt overwhelmed by the thought of keeping his records up-to-date and told us he had the best handle on his pricing that he had ever had.

This is just one example of why we know our system works. Imagine what this could do for you.

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