ABOUT US
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.
Core Values
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Open and Honest Communications
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The importance of a balanced life
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Continual Improvement
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Consistency and Reliability
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Integrity in What We Say and Do
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Ongoing Professional Development
Team Standards
Our bookkeepers are required to fulfill three standards – Education, Experience, Testing & Training:
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Minimum: CPB Canada certified bookkeeper
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Minimum 5 years experience
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Successfully completed the Xero Certification exam
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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.
Mission Statement
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