We concentrate on getting your systems to be as efficient as possible, reducing the opportunity for error wherever possible, and actually getting the information out of your existing financial software that you wanted to get when you originally bought it.
More than just advanced bookkeeping services, we can improve how a company's recording and reporting data systems are set up and utilized, and can optimize your existing software so you can generate real-time reporting that has the level of clarity needed to make daily decisions. If you're not getting the most out of your most important information systems, that's where we can help.
On occasion we all get behind on the daily things like keeping our records in order. Unfortunately, that makes it harder to act based on good, current information. If you're a bit or quite a bit behind, we can help by cleaning up your records, setting up ways to make it easier to keep caught up, and give you the training to get the most out of your software and systems.
Payroll gets its own category because it's so important to the vitality of an organization. We take the time to make sure that payroll systems are set up correctly, and the work is done in compliance with the necessary regulations.
Because we have decades of banking and finance experience, we know what lenders look at when deciding if you are approved and on what terms. We can help you take care of the issues in your accounting systems that are preventing you from getting accurate and timely information to end users.
We work with companies in various industries including construction, trucking, oil & gas, forestry, manufacturing, financial services, equipment dealerships, immigration, agriculture, solar, and environmental remediation.
Our approach isn't simply to do your books. We document our work, how we did it, and what to expect going forward. That results in faster work, fewer errors, and the ability of other or new staff to take over quickly and efficiently.
With decades of experience in bookkeeping, equipment finance, banking, accounting, insurances, and dealing with governmental agencies at all levels, we've worked with hundreds of clients in many different industries, so we probably have experience dealing with the problems you're facing today.
When you're an entrepreneur, there is so much to do that many people haven't done or don't do very often. We can help you deal with government correspondence, insurances, licenses and permits, and other requirements that can often be complex, time consuming, and frustrating.
If you want to incorporate a company either federally or provincially, we can help you with that. We can also help you with the annual corporate returns and related requirements that will be necessary as your entrepreneurial business grows.
If you need a Commissioner for Oaths in and for the Province of Alberta, we can do that for you.
We can administer oaths, certify true copies of documents, and take and receive affidavits, declarations, and affirmations.
We can help you work with your creditors to get the best finance and/or banking deal possible. We've been on the other side of the table, so we can sit on your side to help you understand and adapt to all the ways that bankers and lenders use to create leverage when dealing with you, and from there get better pricing and terms than you might otherwise be able to.
We help design your business plan with 3 main goals in mind: 1) to help you understand all the big and little things you’ll need to get your business going, 2) to give you a template that can morph into your operations manual for the long term, and 3) to help you get funding from investors or lenders. There are lots of fancy templates out there, but our plans are designed to be practical and customizable.
We don't just help you get your books in order, we help you get your finances in order too. We have decades of experience in getting loans or leases for your most important asset acquisitions or working capital needs, all designed to meet your pricing, cash flow, and security requirements.
When financing new or used equipment how it is structured will depend on a number of factors including your tax situation, security requirements, limitations imposed by other lenders you may have, your personal preferences, and even what part of your fiscal year you are in. We work with you to figure out what is going to work best in the short term and long term.
Whether you need to reschedule your payments on existing loans or leases to help with cash flow, or have equity in your fleet and want to use that to get some operating cash, we work with the biggest players in Canadian finance and banking to structure deals that make sense for your specific situation.
We can help you get access to the hundreds of government programs that include grants, loans, ongoing credit facilities, and other benefits that you may be eligible for as part of your overall business financing objectives.
We'll go over every loan or lease your company has, to ensure that you're getting the best deal from each lender/lessor, all security and reporting requirements are in order, and you are prepared for the next time you need to look for credit. We can even uncover issues that are holding back your borrowing abilities.
We've worked with dozens of equipment, truck, and trailer dealers to help set up, operate, and staff finance offices, including on-site offices and remote financing services with your own branding.
When you have a customer that wants to buy equipment from your dealership, but don't have someone in-house or one phone-call away, you're missing out on a valuable resource that helps clients get the equipment they need right away. We've worked with dozens of dealerships across Western Canada to help their clients get the financing they need.
If you are using or plan to use one of the more popular accounting systems such as QuickBooks (Online or Desktop), Sage 50, Explorer Eclipse, or others, we can get you going by setting up the software for your company's particular circumstances, and help you learn everything from the basics to the tips/tricks that help you get the most out of it.
We'll get you going with the software, making sure to update all the relevant settings so that it's ready to use.
We can sit down with you or a small group and walk you thru the software, concentrating on going over the features most often used so that you can effectively use it right away. We can even video conference and screen-share using Skype or Zoom when in-person training isn't convenient.
We know QuickBooks, Sage and others quite well, but we also know and use a lot of other software including Wave, Hubdoc, Excel, Explorer-Eclipse, TValue, LeaseComplete, Encyro, Dropbox, and others, so if you need help getting the systems you have on hand to work hand-in-hand, we can help.
We have decades of business, banking, finance and accounting experience.