02. Communication

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 24 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 and all day to day actions, questions and requests are by email or the comments feature in Karbon
    • This is the only way we have of tracking, documenting and actioning what you need us to accomplish for you.
  • We welcome phone calls if it is a more efficient medium for a discussion or to explain a situation or scenario. 
    • Who doesn’t love a friendly voice? 
    • We will attempt to pick up if we can, 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 nor can we 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 Hubdoc
  • Non-secure and secure documents, period end reports are shared through Karbon.
    • Please be very careful to download but never delete documents in here!
  • Collaborative documents are likely period end reports and we will have customized them for your unique requirements in QBO.
    • You can access these at any time and if you would like us to schedule them to be automatically emailed on a schedule we would be happy to do that too.

Contact Information:

Schedule a meeting:www.cvbookkeeping.ca/scheduler
Hours of Operation:Tuesday-Saturday
8:00 am – 4:30 pm MST
Closed for lunch between 12:00 – 1:00 pm.
Closed on major Canadian Holidays.