Understand with ease
Krystal Cardinal, Lacombe (Alberta)
Senior Manager
Challenge
A business was relying on various bookkeepers to provide financial statements — but spent a lot of time double-checking books and balances, trying to keep up with the cash flow, and understand their position in the industry.
Solution
We got started by implementing weekly and bi-weekly bookkeeping services. This helped our client keep their books up to date and provided them with meaningful monthly financial statements. Our team also performed weekly cash flow estimates, gross margin analysis, and other financial services on a regular basis to help them gain a better understanding of their position in the industry.
Results
Our client was able to leverage ease to view accurate financial statements online, at any time, gaining the peace of mind they needed to stop double-checking their books and balances. Trusting their bookkeeping to our team allowed them to save on the cost of hiring a full-time bookkeeper and feel secure knowing they could access our advice whenever they needed it.
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