Let’s Collaborate, Communicate & Share Effectively!
We value effective communication and collaboration. We are a part of your business team now, and we will need to communicate information and share documents on a regular basis.
We strive to produce real-time, meaningful financial data and have actionable, strategic conversations with you.
We will need your engagement in this process in a manner that works for all of us.
To that end this is how we communicate at CV Bookkeeping.
We “time block”. This is how we stay in the moment & on task to GET STUFF DONE. Including your stuff! We will attempt to get back to you within 48 hours during normal business hours, but keep in mind there is no such thing as an “accounting emergency” that an instant response can solve.
- Any day-to-day actions, questions and requests are by question or the comments feature in Keeper.
- This is the only way to track, document and action what you need us to accomplish.
- We welcome phone calls if it is a more efficient way to discuss or explain a situation or scenario.
- Who doesn’t love a friendly voice?
- We will attempt to pick up if possible; otherwise, leave a clear message or email us the bullet points.
- Please do not communicate with us through text or social media messaging.
- We cannot turn these requests into actions or track these communications well.
- Please feel free to self-schedule meetings with us! Scheduling in advance will allow us to reserve time for you. You can self-schedule one-hour or fifteen-minute meetings.
And this is how we share documents at CV Bookkeeping:
Some documents relate to day-to-day bookkeeping and are not sensitive. Others are sensitive, and we need to make sure they stay private. And some are informational, and we need to collaborate on them.
- Receipts and documents for posting in your books will be uploaded/emailed/scanned into Keeper or Hubdoc.
- Non-secure and secure documents are shared through Keeper
Please be very careful to download, but never delete, documents here! - Collaborative documents are likely period-end reports or budgets, and we will have to customize them for your unique requirements in QBO. You can access these at any time.
- Monthly draft period-end reports PDFs are shared via Keeper.
Contact Information:
| Phone: | 587-782-8624 |
| Email: | corrie@cvbookkeeping.ca |
| Schedule a meeting: | www.cvbookkeeping.ca/scheduler |
| Hours of Operation: | Monday – Friday 8:00 am – 4:00 pm MST Closed for lunch between 12:00 – 1:00 pm. Closed on major Canadian Holidays. |