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
  • Open and Honest Communications

  • The importance of a balanced life​

  • Continual Improvement

  • Consistency and Reliability

  • Integrity in What We Say and Do

Team Standards

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

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

To empower business owners around their finances by removing confusion, fear and uncertainty and replacing it with clarity, freedom and control.

 
Our Team
Kai
Office Assistant

Has achieved tenure and spends his days ensuring collaboration is at peak levels

Kerri Bouffard, CPB
Owner

Passion for bookkeeping, technology and helping business owners achieve their dreams

Holly
Head of Security

New kid on the block making sure no trouble arises and keeps everything safe and secure

 

© 2021 Add-Vantage Bookkeeping