7 Perks of Having a Data Manager (Bookkeeper )

Written by Shelley Ricketts on Nov. 19, 2019

A good data manager should ensure that:

  1. You are compliant with the CRA at all times. 
  2. You are focused on your business, not the data.
  3. You are capturing and recording all expenses for tax deductions.
  4. You have timely and accurate information available to make better decisions.
  5. You have efficient processes for capturing data.
  6. Your cashflow is accurate and you know where you stand.
  7. You can easily respond to a tax or GST request or audit.

KWB Chartered Professional Accountants now offers data management services.  Our accountants are hand picked for their accuracy, skill and reliability.  We can assure you that your data and records will be in extremely capable hands.

Our team has a huge knowledge base to draw upon when needed.  We have three partners and over a dozen highly qualified accounting team members that are always willing to assist.

We have a Certified Quickbooks Pro Advisor on our team to ensure that you receive proper training on how to use QBO as well as the Apps that will help you to keep track of your data in real time.  We encourage our clients to use “cloud” accounting as much as possible.  If you are nervous about using technology, we will remove your fears and help you to understand everything in simple terms.

No matter what your data looks like today, we can get it in order so that you are compliant with the CRA. You will also get a lot more value from your financial information.

Our data managers will also alert you to any tax deductions that you should be taking advantage of.  You may not understand the tax system, but we do! 

We have the ability to bring your records up to date and to ensure that all of your business transactions are recorded accurately, properly and on a timely basis.  We can then ensure you receive excellent financial reporting information on a timely basis so that you can make informed decisions about how to run your business.

And just so you know, you should be receiving your monthly financial information within 5 business days or less from the end of the month. If you aren’t presently getting that, then improvements can definitely be made, and we can help you.

One of our clients recently gave us a Google review and said that our services are “the best money I spend each year”.  Times are tight and outsourcing your data management may seem expensive, however, it can be less costly than internal options and we always show you the value our services provide.  It is important to have a good accountant in your corner in times of economic difficulty.

Call KWB today to get your financial house in order, you will be thankful that you did.

If you would like more information or have any questions, feel free to contact us at 780.466.6204, or click here to send us an email.  For information on Controller Services click here.

Shelley Ricketts

Cloud Accounting Manager

Shelley completed her NAIT Accelerated Accounting Certification in 2001 and is also a Certified Quickbooks ProAdvisor (QBO Advanced Certification and QB Desktop Certification).

Along with many years of public accounting experience, Shelley was a self-employed contractor providing bookkeeping services and software training for 20 years and gained invaluable experience and exposure to a wide range of industries. She knows what it means to be a business owner and to be passionate about what you do.

Shelley has been with KWB for a long time! Starting out as a contractor in January 2011, she took a leap of faith and joined the team full time in October 2018 as their newly appointed Cloud Accounting Manager. She wears a lot of hats in this role but her favourite space is finding and supporting cloud based solutions for business owners that make their lives easier!

Shelley has two wonderful, witty sons who take pleasure in the fact they get to call her ‘shorty’. She also has the cutest little Frenchie named “Mango” who excels at being a couch potato as well as providing endless entertainment in the midst of Zoom meetings.

Outside of work, Shelley loves to spend time camping, hiking and just getting out into nature. She also is passionate about horses (she owns 3!) and enjoys trail riding and getting out into the mountains when she can.

Shelley's Contact Information

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