Our Services

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Bookkeeping Processes

Our experience and training keeps us up-to-date on accounting products and solutions for today’s business needs. Bookkeeping has come a long way since the days of ledgers, piles of paperwork, and green eyeshades. If you’d like, we can suggest efficient and new ways of bookkeeping that will save you time and money. Examples of where you might have opportunities for savings include duplicate data entry, paperwork-intensive procedures, and manual processes.

Financial Consulting

Our team will help you develop a strategic accounting and bookkeeping system step-by-step. We specialize in helping our clients:

  • Start a new business on the right track
  • Review existing records and processes
  • Research and resource efficient and innovative bookkeeping systems
  • Set up new bookkeeping programs, like Quickbooks and Simply Accounting

Controllership – Strategic Reporting – Outsourcing

Growing businesses often reach a point where they require professional financial advice but cannot afford a full-time CFO or Controller. Our controller solution offers you a part-time, virtual CFO with experienced support at a fraction of the cost. We help you prepare budgets for profit planning, setting financial targets and goals. We actively assist you in interpreting your monthly reports to monitor key performance indicators that apply to critical areas of your business. Having financial reports on a monthly basis helps you make better informed and timely decisions around your business finances.We partner with you to develop the most efficient processes for financial management to make your business grow.

Customized Training

Our goal is to transform your bookkeeping into an effective management tool. We provide customized coaching to individuals and groups in both English and French. Our team works with you to uncover and resolve business challenges through strategic bookkeeping systems and solutions.

We can set up your company’s books and work with you to maintain the system that is best for your company’s needs.

We Offer:

  • Company set-up
  • Personalized training/coaching – learn as much or as little as you need
  • On-going support
Training can be provided on-site, with the pace and schedule determined by you.

Training for Bookkeepers

All types of companies, from large corporations to small businesses, continually rely on trained individuals to keep their finances in order through detailed bookkeeping. Calculated Approach can help you learn the bookkeeping basics you need for success in a new bookkeeping career or help you learn how to start a bookkeeping business of your own!

Calculated Approach can help you learn the fundamentals of bookkeeping by offering comprehensive training on a number of bookkeeping basics, including:

  • Introduction to Bookkeeping
  • Fundamental Bookkeeping Practices
  • Bookkeeping Documents
  • Measuring and Reporting
  • Dealing with Cash
  • Tools and Resources