01. Welcome Letter

We are excited to be a part of your team!

We strive to provide you with accurate, 5-star bookkeeping, that will supply you with useful information to make your business succeed and grow.

We know you want to spend as little time on your bookkeeping as possible, and we get that. You have a business to run and a life to lead.

That being said, we can only provide great bookkeeping if you stay engaged in the process by providing us with the information and documents we need, read and act upon the reports and feedback we send to you and follow some guidelines. This is how, together, we will keep the CRA happy and make sure you have accurate information and reports to make informed business decisions.

To that end, we have developed this handbook. There is an outline of best practices, a workflow checklist of your tasks and to-dos. To aid you with the FinTech side of things there is a page with links to Dext/Hubdoc & QBO training videos as well as a list of keyboard shortcuts and a sample letter to bring your payables to the direct debit world.

Please review the handbook, and especially refer to the workflow pages every month.

Let’s make sure CV Bookkeeping has everything we need to complete your period end in a timely and accurate method, with a minimum of nagging from us!

Again, thank you for making us a part of your business team.

We appreciate the faith you have placed in us and look forward to a long and prosperous relationship.

Cloud Accounting Technology used by CV Bookkeeping