Run your organization with ease
Mathieu Boileau, Halifax, NS
Senior Manager, Assurance and Accounting
Challenge
A college needed to free up more time in their Executive Director’s workday — but were struggling with manual processes and a lack of controls. They also needed to segregate duties, organize bookkeeping records for the Board, and present timely and accurate results for monthly meetings with their Board of Directors.
Solution
Our team got started by taking on bookkeeping duties to free up more time for the client’s Executive Director. Next, we leveraged digital processes to improve efficiencies within the organization. Through implementing internal controls, we helped our client create more safeguards and better processes to prepare for the annual audit. We continue to provide bookkeeping services to ensure results are ready for the monthly meeting with their Board of Directors.
Results
Our client saved over 10 hours a month by implementing digital processes and outsourcing bookkeeping to our team. Leveraging QuickBooks Online to automate processes enabled them to make informed decisions from real-time data and save an additional two to three hours a month — providing the Executive Director with more time to focus on performing executive management functions in the organization.
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