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

Shelley Ricketts

Cloud Accounting Manager

Shelley joined KWB in January 2011 as a part-time accounting technician subcontractor. Prior to joining KWB, she worked in a similar role with a smaller accounting firm for over twelve years but was looking for a change and KWB delivered the work environment and flexibility that she was looking for.

Along with many years of public accounting experience, Shelley brings an extensive bookkeeping background to KWB and is a Certified QuickBooks ProAdvisor (QBO Advanced Certification, QB Desktop Certification and NAIT Accelerated Accounting Certification), as well as being a Workflow Implementation Specialist (or as Shelley calls it, the Cloud Whisperer), In addition to working on corporate files, she also provides remote and on-site client training and assistance in both Quickbooks and Simply Accounting.

Shelley lives outside of Sherwood Park on an acreage with her husband and two boys, three horses and two dogs. Away from work and the acreage, she enjoys camping trips with the family and afternoon trail rides with friends.

Shelley is the Treasurer for the War Horse Awareness Foundation and has been since the Foundation began.

Shelley’s favourite quotation: “What you do today can improve all your tomorrows” – Ralph Marston.

Shelley's Contact Information

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