We do value pricing, so no surprise hourly billing here. You know the price upfront before work begins, plus the price is fully customized to you.
We help you identify cost-saving opportunities over time - the profit is in the waste!
We maximize commonly missed tax deductions and credits so you're not overpaying the CRA or IRS!
We closely monitor your business expenses on a monthly basis to prevent any chance of overspending!
We help you forecast and plan for the future.
We provide regular, ongoing, highly detailed financial reports that are completely customized to your business's needs.
We arm you with specific, tailored advice so you can make informed business decisions more quickly and confidently.
We act with integrity, honesty, and openness at all times. These are just a few of our core values.
We detect and prevent fraud by alerting you to anything fishy we find in the books - we provide that eagle eye for detail.
We ensure accurate and timely data entry so your books are maintained well, especially if you have a high volume of activity.
We treat the trust you place in us as a privilege. We don't take this lightly.
We treat our clients, their staff, their customers, and their suppliers with the utmost respect and consideration.
We are generous and patient with our clients. For us, this is not a transaction but a relationship that we are building and investing in each and every day.
We communicate clearly and confidently with your accountant. This is a relationship we seek to nurture and invest in.
We aim to empower you around your finances - no question is silly or frowned upon. Ask away!
We take great pride and care in making sure your sales tax is accurate.
We also take great pride and care in ensuring your payroll is accurate. There have been many payroll blunders we have witnessed and had to correct over the years.
We respond to emails within 48 hours.
We closely work with you to provide accurate financial reports on a timeline that works best for you.
We include the following accounting software subscriptions (QBO/Xero and Dext) in our bookkeeping service. This is a nice perk.
We care deeply that our clients have increased awareness and even more business success so ongoing bookkeeping clients have access to a Client Handbook. This handbook contains all the important things a business owner really needs to know (but probably doesn't). We're here to change all that.
We have a very detailed scope of work with all our clients - we preach full transparency on what is and isn't included in our services. This means no more awkward conversations.
We are passionate about helping our clients save money, and we are often on the look out for more savings for them—in fact, our record so far is a whopping $24,000 in GST/HST savings over 12 consecutive months for one of our largest construction clients!
We help with inventory management and will identify the best apps for this.
We help you set realistic (but still exciting!) financial goals and benchmarks. We will also keep you accountable and on track with our quarterly or annual goal-setting sessions.
We prepare and file sales tax returns accurately and promptly.
We help you better organize and streamline your paperwork.
We represent your business during a CRA or IRS audit.
We help you plan for tax season throughout the year.
We strive to help clients save their hard-earned money, however we will always advise you of non-tax-deductible transactions. This is to ensure that what we're reporting to the CRA or IRS is reasonable in nature.
We free up your time so you can more easily focus on the more important core business activities - the tasks that actually move the needle and make you more money.
We reduce the need for you to learn accounting and bookkeeping - leave this to experts like us! Plus, this is our passion.
We help you automate routine financial tasks that you and/or your team are responsible for.
We provide quick, real-time access to your financial data using only the best cloud accounting software out there, QBO and Xero. Plus, we're certified in it.
We handle payroll processing efficiently and correctly using only the best tools out there - Wagepoint for the win!
We manage your accounts payable and receivable - you no longer need to stress out about this!
We reduce the administrative burden of paperwork - we digitize this for you!
We discuss how we can streamline your operations over time, especially once we learn the seasons of your business.
We ensure the confidentiality of your financial information - we take this very seriously.
We offer honest and professional financial advice, and we will always let you know if you should get a second opinion.
We help avoid financial conflicts in partnerships - we are also couplepreneurs ourselves, so we get it!
We provide specific and consistent insights for growth opportunities in your business.
We help identify profitable product and service lines.
We facilitate business loans and financing through proper documentation and reporting.
We constantly help you find ways to better prepare for business scaling with improved tech and processes.
We help you navigate financial downturns/recessions.
We manage timely invoicing and collections - let's get you paid early or at least on time!
We ensure timely payments to your suppliers - let's make sure your bills are paid on time!
We provide any and all financial documentation required by your suppliers or customers.
We help resolve any financial disputes between your suppliers or customers.
We consistently tailor our bookkeeping and business advisory services to meet your specific business needs - no one size fits all, you and your business are unique.
We provide a friendly and approachable service to all our clients, big or small.
We offer flexible support tailored to your busy schedule. You decide how often you would like to meet - quarterly, monthly, biweekly, or even weekly!
We are readily available for financial queries and advice needed on the fly.
We maintain honesty and transparency at all times.
We will admit to any mistakes or oversights - we are accountable. We believe this is an important trait to have in business, and especially in finance. Saying this, we always try to learn from our mistakes and improve.
We build long-term relationships with our clients based on mutual trust and respect.
We aim to understand your business's unique financial dynamics (goals, patterns, trends, etc.) and note how they change over the years.
We provide heavily customized reports and detailed, honest insights with our Advisory Lite.
We are genuinely committed to your business's success - this is demonstrated in the insights and advice we commit to sharing with you over time.
We bring over 10 years' professional experience. We've seen a lot over the years, not much surprises us anymore.
We maintain high standards of accuracy and detail. In fact, we're sticklers for it.
We stay up-to-date with cloud accounting software and tools.
We offer personalized training and guidance on new cloud software. It's important to us that our clients feel confident using tech.
We provide dependable and consistent customer service - we care about having relational relationships, not transactional relationships.
We help interpret and translate your financial data so that it makes sense to you. We do our best to avoid accounting jargon when we can.
We ensure professional and prompt handling of any payroll errors.
We are Pure Bookkeeping licensees - this is a global network of licensed bookkeepers. We adhere to this high industry standard in order to reach and maintain the highest level of quality and service.
We network and meet with other Pure Bookkeeping Canadian and American bookkeepers on a weekly basis - every Friday morning on Zoom! This helps us not only stay current and informed of industry trends but also makes us more aware of any new finance apps on the horizon as well.
We regularly prioritize online and in-person networking. This not only keeps us informed of market trends but also helps to build out a referral network of partners.
We continuously seek personal and professional development through ongoing education, certification, and training.
We reduce your stress and remove any embarrassment you may have if your bookkeeping is messy and/or behind. We provide that safe space for you to air your concerns if you are worried about the state of your bookkeeping.
We enjoy helping business owners not only get caught up but stay caught up - this is our superpower, what we love to do. It's about that transformation we know we can give you. And it's the transformation you deserve.
We provide peace of mind as you know your finances are in competent, capable hands.
We increase your confidence in financial decision-making over time.
We help you achieve and maintain a healthier work-life balance. You just hired passionate, professional experts to take care of your finances - hurrah!
We foster a high sense of security with professional oversight of your finances.
We encourage proactive financial management through Profit First practices. This changed our business for the better, and we guarantee it will do the same for your business.
We reduce the isolation of handling finances alone and figuring out your next business move yourself. We are your allies in this entrepreneurial journey.
We offer moral support during financial challenges - no judgement here, we are that listening ear.
We utilize the latest and greatest cloud accounting technologies and also maintain certifications in these.
We integrate and streamline financial systems for better, more efficient data flow.
We automate financial processes for higher efficiency and will make recommendations for you to do the same where and when you can.
We provide easy access to real-time financial data. We will work with you to ensure you are getting the information you need.
We help digitize traditional (but sometimes outdated) financial practices and processes.
We ensure data accuracy through advanced software and AI tools.
We offer detailed, customized insights through advanced analytical processes that we have built in-house.
We keep digital records safe and secure for easy access and sustainability if you ever get audited or need to do an internal audit yourself.
We adapt and evolve old processes to fit new technological advancements.
We provide comprehensive, personalized training on new online technologies.
We regularly go above and beyond with our clients with our comprehensive services.
We are business advisors first, bookkeepers second. We prioritize the relationship and overall advice we give you, as we are also business owners just like you.
We deeply care about you and your business. This is demonstrated in our very first conversation together, in the questions that we ask and meditate on.
We are passion-led and purpose-filled business owners. It's not about the money for us, it's about the impact we can make.
We constantly seek honest feedback from our clients. This is what keeps us at a higher standard than our peers. It's also how we stay humble.
We are disruptors and innovators in our field. We like to challenge the norm and push ourselves to be better and different from the rest. We're not here to blend in with the pack.
We offer much-needed budgeting insights and accountability to keep you on track and on target.
We actively seek referrals for your business when we become familiar with your products and/or services and your target market over time. Like you, we are invested in your company's growth.
We provide overall peace of mind during tax time (and beyond!).
We automatically assist and support with any audits - no fear.