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About Us
Since our establishment in 2003, Add-Vantage Bookkeeping has been at the forefront of the bookkeeping industry.
History & Background
Since our establishment in 2003, Add-Vantage Bookkeeping has been at the forefront of the bookkeeping industry. In 2012, we made a pioneering move by transitioning our entire firm to the cloud. This intersection of bookkeeping and technology allows us to indulge our passion while providing our clients with real-time access, progressive data flow, and up-to-date financial information. Witnessing our clients’ “ah-ha” moments when they realize the game-changing potential of technology for their peace of mind fuels our commitment to delivering strategic solutions and fostering the best collaboration and teamwork.
Core Values
At Add-Vantage Bookkeeping, we uphold a set of core values that form the foundation of our operations:
Open and Honest Communications
We believe in transparent and effective communication with our clients, ensuring that they are always informed and empowered.
The Importance of a Balanced Life
We understand the significance of maintaining a healthy work-life balance and strive to support our team and clients in achieving it.
Continual Improvement
We have a relentless pursuit of excellence, constantly seeking opportunities for growth, learning, and enhancing our services.
Consistency and Reliability
Our clients rely on us to deliver accurate and dependable bookkeeping services consistently, and we take that responsibility seriously.
Integrity in What We Say and Do
Honesty and integrity are the cornerstones of our interactions, both internally and with our valued clients.
Ongoing Professional Development
Our team is committed to staying updated with the latest industry trends, regulations, and technologies through continuous professional development.
Team Standards
We pride ourselves on the high standards we set for our team of expert bookkeepers. Each bookkeeper at Add-Vantage Bookkeeping meets the following criteria:
- CPB Canada Certified Bookkeeper (minimum requirement)
- Minimum of 5 years of experience
- Successful completion of the Xero Certification exam
- Annual maintenance of Xero Certification
- Ongoing commitment to professional and personal development
To ensure that we provide the highest level of expertise, we employ The Pure Bookkeeping Skills Assessment to assess proficiency in Xero and general bookkeeping skills. This rigorous assessment, combined with our requirement for Xero certification and CPB Canada Certification, enables us to meticulously select and train exceptional bookkeepers who are fully equipped to meet our clients’ needs.
About Me
HELPING YOU GROW YOUR BUSINESS — AND RECLAIM YOUR TIME
I didn’t start a bookkeeping business just to crunch numbers. I started it because I saw too many passionate, driven business owners getting buried in paperwork and pulled away from the very reasons they started their business in the first place. I work with established small to medium-sized businesses across Canada — the ones with real momentum, a growing team, and no time to waste. My clients are community-minded, smart, compassionate leaders who are ready to let go of the bookkeeping burden and get back to what they love — whether that’s growing their impact, spending time in nature, or finally taking that vacation without checking their inbox.WHY I DO WHAT I DO
Freedom matters to me — and I know it matters to you. As a business owner myself, I understand the weight of responsibility, the constant juggle, and the pressure to stay compliant, profitable, and organized. That’s why I’ve built a cloud-based bookkeeping firm designed to make your life easier, not harder. My approach is proactive, process-driven, and CRA-compliant — always. I don’t just record transactions and run reports. I catch red flags early, ask the hard questions when needed, and make sure everything is properly categorized, documented, and ready when you need it. I keep your books clean so you can focus on growth with confidence.WHAT IT’S LIKE TO WORK WITH ME
I believe that trust, transparency, and strong systems are the foundation of every great client relationship. You’ll never have to wonder if something’s been missed or if your numbers are right. I insist on proper documentation, clear communication, and consistent reviews — because that’s what it takes to stay ahead, not just keep up. And I don’t just work for my clients — I work with them. I want you to feel empowered, informed, and supported every step of the way.A BIT MORE ABOUT ME
I’m proudly based in Canada and deeply connected to my community. I love animals, being surrounded by nature, and believe in living life with integrity, compassion, and a little bit of grit. When I’m not managing books or streamlining workflows, you’ll find me recharging outdoors or giving back to causes that matter.LET’S BUILD SOMETHING STRONGER — TOGETHER
If you’re a business owner who has outgrown DIY bookkeeping or tired of chasing down clarity, I’m here to help. Let’s bring order to your finances, protect your growth, and create the breathing room you’ve been craving,Mission Statement
At Add-Vantage Bookkeeping, our mission is to bring peace of mind and confidence to business owners. We achieve this through open, honest communication, innovative technology, and the seamless management of data flow systems. By simplifying their business operations, we empower the areas we serve to focus on what matters most to them, enabling them to enjoy the freedom they deserve.
Community Involvement
Our commitment extends beyond financial services to supporting causes that make a difference in our community. We’re proud to partner with PetSave, an organization dedicated to rescuing abandoned, abused, and neglected dogs and cats throughout Northern Ontario. Their mission to give every pet “A New Leash on Life” aligns with our values of compassion and responsibility. We actively support their Buy a Brick Campaign, which aims to build a new animal shelter – creating a safe haven for animals in need. We invite you to learn more about their incredible work and consider joining us in supporting this worthy cause at PetSave Sudbury
Our Blog: Beyond Business
We believe that a thriving business stems from a thriving business owner. Our blog explores topics that encompass all areas of a business owner’s life, both inside and outside of the business. From financial management strategies and tax tips to work-life balance and personal development, our content is designed to help the whole business owner flourish, not just their business. We share insights, practical advice, and thoughtful perspectives that support your journey toward holistic success. Explore the latest articles on our Blog and discover resources that nurture both your professional growth and personal wellbeing.
