Situated in Parksville, with several decades of combined experience in financial management,
Cari McLean and her team serve business on Vancouver Island and beyond.
We are proud to be working with a host of happy customers, including:
Butterfly World | Creekmore’s Coffee | Eaglecrest Golf Course
Hosting Nation Data Inc. | Mystic Lotus | Nurse Next Door | NYLA Fresh Thread
Raymond James in Qualicum Beach | The Woodland Flooring Company
We ensure that you meet all the deadlines with CRA and other statutory bodies, communications, audits and examinations will be handled by us, taking the stress off your shoulders.
We recognize the importance of knowing where your business is at right now, so we provide those up-to-date reports to help you make wise reactive choices in good time.
We work closely with your accountant, making them happy by providing them with accurate, clean files at year-end. Currently 85% of new clients were referred by an accountant.
On a monthly basis, introducing revenue and data entry of costs, reconciling bank and credit card accounts, recording cash expenses. Creation of reports that help you analyze your business and assist you in decision making in a fast-changing environment. From accounts receivable to cash flow management to profit margin analysis, and everything in between, we will tailor-make a package to serve your needs.
Payslips for your employees and monthly payroll tax reports with reminders to pay on time. We track your sales taxes (PST and/or GST) file the returns and send you the reports for payment. Not to forget about WCB returns and filing T5018 and T4 slips at year-end.
Although your accountant will be completely satisfied with the clean and tidy bookkeeping file that we submit to them, it goes beyond that. The year-end figures reflect the health of your business and provides valuable insight into trends that in budgeting you may want to feed or kill. Your business situation is unique. We can analyse your numbers and offer direction on how to grow your business, or as a trouble shooter, uncover issues and try to fix them, and help prevent you from running into trouble.
Based on the volume and intricacy of your work, we prefer to set a fair fixed monthly price for clearly defined services. This eliminates the wasteful tracking of our hours, makes your budgeting a breeze and avoids those nasty surprise bills when it has been a frenetic month. It will become such a smooth process, you will be thankful and relieved to have us on your team.
Landing on Vancouver Island from South Africa in 2013, Cari has had an extensive financial management career, including running her own business, so she knows the daily challenges that face busy business owners. Also coming from a teaching background, she likes to educate her clients and guide them through the foreign and complicated world of accounting. Having gained certification with the Institute of Professional Bookkeepers of Canada (IPBC), Cari keeps up her annual accreditation by attending workshops, conferences and online webinars, to continue to learn and hone her skills. Embracing cloud-based technology, she is Quickbooks online certified and exposing herself and her team to the ever-changing and fast-paced world of automated accounting.
South African born Canadian, Wendy is better known in our community as a yoga instructor. However, carrying many years of experience in financial administration, she fills the much-needed role as standby bookkeeper in our busy months. Her administrative experience in numerous different types of enterprises including medical practices and in the tourism industry, adds variety and value to our pool of talent.
Originally from Ontario, Melanie moved to BC and embarked on a long career as a landscape gardener. Seeking change, she returned to school to acquire certification in Office Administration, Accounting and Finance through Discovery College. In order to keep pace with the rapidly changing world of technology, she continues to study and recently earned her Quickbooks Online Pro-Advisor certification. The arts and travel are also her passions, and when she isn’t in the office, you might find her at the ocean, watching live music or theatre.
