Cash Flow AdvisoryBook My Free Call
About

A Calgary based team of three, and one owner with 20 years in the business

A locally owned, female-run team in Calgary. All three of us are QuickBooks Online certified, so your books keep moving when one of us is away.

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01

Why we close the books monthly, not quarterly

A close every quarter describes a business that has already moved on. If margin slipped in January, you hear about it in April, after the spending decision is gone.

Closing every month takes more work than closing once a quarter. It's worth it, because the numbers arrive while you can still act on them.

02

We don't file your income tax returns

Your accountant files those. Clean monthly books give them less to sort out. We work alongside them.

03

Calgary based, with clients outside Alberta

About 40% of our clients are outside Alberta. None of this needs you in the room. Books and payroll work the same either way.

The team

Who does the work

  • Portrait of Trish

    Trish

    Founder & CEO

    I help owners see how their cash flow works and where it can improve, so they can decide ahead of time instead of reacting later. When your business does well, I've done my job.

    • QuickBooks Online Advanced Certified ProAdvisor
    • Certified Professional Bookkeeper
    • Certified Fractional CFO
    • Certified Cashflow Canvas Coach (CFCC)
  • Portrait of Ashley

    Ashley

    Bookkeeper

    When I started bookkeeping, I quickly realized I was in the right place. I love keeping things organized, neat and tidy. Bringing that mindset to small businesses gives me the satisfaction of knowing I can take that stress off the client's workload and wrap each month with a bow. When I am not working on the books you can find me at the rink with my 3 boys.

    • QuickBooks Online Certified
  • Portrait of Nicolene

    Nicolene

    Bookkeeper

    I thoroughly enjoy working with numbers. Knowing where you stand with your business finances is essential for future decisions and success. Helping businesses keep up to date with bookkeeping is satisfying.

    • QuickBooks Online Certified

Talk to Trish

Tell her what the numbers are doing. The call is free. The free first call is 60 minutes.

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Trish working at her desk with a laptop and a notebook