History & Background
Having been in business since 2003, and taking my own firm completely into the cloud in 2012, I have been able to indulge my passion for both bookkeeping and technology.
Giving clients real-time access, progressive data flow and up to date financial information about their business, while watching them get those "ah-ha" moments when they realize what a game changer technology can be for their peace of mind, makes me strive every day to keep providing strategic solutions for the best collaboration and teamwork.
Open and Honest Communications
The importance of a balanced life
Consistency and Reliability
Integrity in What We Say and Do
Ongoing Professional Development
Our bookkeepers are required to fulfill three standards – Education, Experience, Testing & Training:
Minimum: CPB Canada certified bookkeeper
Minimum 5 years experience
Successfully completed the Xero Certification exam
Yearly maintenance of their Xero Certification
There is also the expectation for continual growth and knowledge with professional and personal development.
We have heard all the stories of businesses being let down by bookkeepers who claimed that they were proficient in accounting software and bookkeeping knowledge, but in reality the opposite was true. So we now use The Pure Bookkeeping Skills Assessment to test the applicant’s proficiency in Xero and general bookkeeping skills. This must be completed successfully before they have an interview. We also require all of our candidates to be Xero certified, as well as having obtained their CPB Canada Certification. That has helped enormously to weed out inexperienced candidates.
Once selected, they complete The Pure Bookkeeping Training Module – an intensive theoretical and practical training in all aspects of The Pure Bookkeeping System before qualifying starting as one of our bookkeepers.
Our mission is to bring peace of mind and confidence through open, honest communication, innovative technology and management of data flow systems, to business owners so they can simplify their business and experience the freedom to enjoy what matters most to them
Has achieved tenure and spends his days ensuring collaboration is at peak levels
Kerri Bouffard, CPB
Passion for bookkeeping, technology and helping business owners achieve their dreams
Head of Security
New kid on the block making sure no trouble arises and keeps everything safe and secure