Case Studies

Industry: Not for profit.


Dated systems and traditional accounting processes prevented this organization from being able to take advantage of new technologies. Many of the directors are remote so authorization for vendor payments were paper based, time consuming.  Payments to vendors were often late resulting in late payment fees.

The dated accounting system was inflexible and was unable to produce timely or accurate financial statements or budget reports. The quarterly financial statements often contained incorrect or inconsistent information being presented to the board or directors.


The accounting system was converted with two years history to online accounting software.    By utilizing an online and modern accounting system, both budgets and financial statements are accurate, consistent and able to be generated quickly.

Implemented processes that reduced paper and decreased processing time.  Where possible 3rd party applications were utilized to allow for online line approval and authorizations. Implementing these processes increased the speed of payment processing without sacrificing the control processes.  EFTs were introduced for vendors including several US vendors.

Developed standardized, documented bookkeeping processes with control and authorization levels that conform to auditor’s requirements.

Industry: Environmental


Outdated software and lack of process prevented accurate information from being available to the business owners.  Filings were often late. There were no consistent processes used across multiple locations.  Current accountant had recently the firm leaving only junior accounting staff behind.


Updated to current version of software and implemented consistent processes across all locations.  Assisted in the recruitment of a full time senior accounting staff member.

Industry: Technology


Accounting was being done using multiple sources ie: spreadsheet and ‘lite’ accounting software.  The year end accountant had been requesting the client move to one system.


Using the year end accountants chart of accounts, financial data was merged from the multiple sources into one.  Training was provided to this client enabling them to complete their own bookkeeping.

Industry Manufacturing


This organization needed to switch accounting packages to be able to take advantage of 3rd party applications.


Converted accounting software from Sage (Simply Accounting) to QuickBooks.

These are specific cases where a company required a specific solution for their accounting.  Below are some other areas we may be able to help


  • Conversion to QuickBooks or QuickBooks online from another accounting package
  • Set up Online accounting file.
  • Integrate with 3rd party apps and work with the vendors to implement
  • Implement a new accounting package



  • Assistance to enable a client to do their own bookkeeping
  • Clean up for the year end accountant (Review or Audit support)
  • On site Senior accounting services – temporary or part time accounting support.
  • Provide troubleshooting expertise with either accounting software or accounting issues. Often the problem is a combination of both.