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Our Process
Our Approach
01
Initial Questionnaire
Your time is valuable. To respect yours, we’ll have you fill out a quick questionnaire.
02
Discovery Call
During our 1 hour discovery call, we’ll take a deep dive into what your books look like, the
software and applications you use and where we can help.
03
Proposal Presentation
We create a proposal outlining what services are required, as well as some options to help you
grow your business.
04
Onboarding
We make our partnership official and work with you to onboard your books and confirm
deadlines.
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What kind of businesses does Concise work with?General Contractors Electricians Plumbers Home Builders Not for Profit Service Providers Coaches Consultants Marketing / Advertising Veterinarians Food Manufacturing
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Why partner with Concise Bookkeeping?You’ll save time. You won’t miss unpaid invoices. Cash flow issues can be identified quickly. You can focus on growing your business. Tax season will be smoother. You are prepared for an audit. It’s easier to secure loans from bank and other creditors. You won’t miss any valuable credits or deductions.
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Why should I outsource?Outsourcing is cheaper than hiring an inhouse employee (wages + benefits + payroll taxes vs monthly fee). Outsourcing means you have one less employee to manage and train. You also get access to a range of strategic management skill sets which is impossible to package into a full time employee who does only bookkeeping.
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How much do your services cost?Many business owners balk at investing in their financial functions due to the costs, but experienced business owners will all tell you: it is one of the most important aspects of your business and you should not cut corners or try to find the cheapest solution. Our budget guideline is to keep you within 2% - 3% of your annual revenue. This tends to be the right balance of investment to keep profits strong while ensuring dependable service. We will work with you on a pricing package that is customized to your needs keeping this guideline in mind.
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How long does it take to see results?In our experience, it typically takes 3 months to fully be on track and with a working schedule that accommodates your needs.
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How can I know which bookkeeper is right for me?Does your bookkeeper return your calls? Do you feel comfortable asking them a question? Do you feel heard? Have you been given efficient solutions to manage your books, such as using a web based solution like Quickbooks Online? Are they able to explain the ins and outs of GST in Alberta? With the right bookkeeper, the answers should be a resounding "Yes!"
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