![]() Bookkeepers often take on payroll duties and manage accounts payable and receivable.īookkeeping attracts finance-oriented people with strong attention to detail and solid math skills. They also update internal records and cross-check company finances with bank statements. These accounting professionals track and record financial transactions. We will be fully transparent with you regarding who is working on your books and work with you to staff your file appropriately.Bookkeepers keep track of the money flowing through their employer's business. That would mean your point of contact is in Canada but some of the work like the reconciling of your accounts is done by a Philippine team member who is overseen by your Canadian account manager. We will offer the option to have your main point of contact still be in Canada if that’s important to you. Our research has shown us that thanks to cloud software and Zoom, and the fact that English is the primary language in the Philippines, and their very strong college accounting programs, and their willingness to work during their night to match our business hours, we can offer as good or better service to Canadian clients with some of the work being done in the Philippines. ![]() We will work to mitigate all the concerns our Canadian clients have. ![]() Right now our team members are all based in Canada (Ontario and Alberta), but we have learned over the pandemic that staff need vacations and sometimes get sick, and we need redundancy to make sure our client's books can always be kept up to date.Īs such, in the coming months, we will be exploring how to add English-speaking, fully trained accountants located in the Philippines to our team. Most growing accounting and bookkeeping agencies are being forced to consider hiring team members in other countries that are training more bookkeepers than Canada is. For context, there is a shortage of cloud bookkeepers in Canada and the demand will exceed supply for the next several years. Our team is currently located in Canada but we are exploring the possibility of hiring a team in the Philippines to provide additional support and capacity. Our clients love how it puts all the requests in one list for them. We use bookkeeping management software called Financial Cents to manage our workflow and reminders and it has a nice feature that enables us to send you a list of documents we need and it reminds you until you check them all off. In terms of cloud accounting systems, we only use Xero and Quickbooks Online and we are experts in both systems and integrating them with other third-party systems. Dext has built-in contextual messaging so our bookkeepers can ask you for clarifications about receipts, without cluttering up your email. Dext serves as the central database for the bookkeeping process. You'll be able to contact them on a schedule that you agree on.Ĭorrespondence between you and the bookkeeper will be primarily done via email, but you can also arrange to set up calls or web meetings.ĭext is the preferred way for you and your bookkeeper to share the documents (for security reasons). You'll be working with a dedicated bookkeeper.
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