SEEING IS BELIEVING

We're here to connect all the dots...with you. From Online Accounting and Online Bookkeeping to Payroll and Inventory.

Here are a few examples of how we've transformed our clients' accounting processes.

 
 

Case Study 1

That Clean Life Inc.

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Abigail Keeso

CO-FOUNDER,
THAT CLEAN LIFE INC.

 
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Before

Accounting Workflow

  • Cloud-based accounting software, minimal automation.
  • Paperless, with poor accounting system integration

SaaS

  • Manual entry over stripe transactions
  • Difficulty with capturing sales tax over stripe transactions

AFTER

Accounting Workflow

  • Cloud-based accounting software, heavy automation - using Xero.

  • Paperless (receipts), with streamlined accounting system integration

SaaS

  • Automated Stripe solution to record accurate sales and sales tax transactions

Our Technology Solution

Xero, Stripe, Online Accounting
 

Selling services online across North America comes with challenges.

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ConnectCPA assisted with helping us understand the tax implications of our SaaS business and created an automated solution to ensure we capture our financial data from Stripe correctly. We now spend less time bookkeeping and more time running our business.
— Abigail Keeso, Co-Founder
 

Case Study 2

SoYoung Inc.

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Before

Accounting Workflow

  • Desktop accounting software

  • Paper-based workflow

  • Poor visibility over performance

  • Manual bookkeeping process with minimal automation

Inventory

  • Manual entry of inventory data

  • Manual entry of Shopify orders

  • No visibility over profit margin by SKU

 

Payroll

  • Manual cheque writing to all employees

  • Manual monthly payment to CRA

  • Paper-based pay-stubs

  • Manual T4 and ROE filings

AFTER

Accounting Workflow

  • Cloud-based accounting software - Xero

  • Paperless (bills, receipts, PO’s)

  • Real-time financial information

  • Highly automated bookkeeping with removal of data entry

Inventory

  • Shopify sales from multiple stores automatically recorded into accounting system through API

  • Detailed reporting over profit margins by SKU

Payroll

  • Employee payments by direct deposit

  • Payment to CRA made automatically with every pay-run

  • Custom portal for employee pay-stubs

  • Electronic T4 and ROE filings

Our Technology Solution

Xero, Shopify, Wagepoint, Online Accounting
 

Multiple warehouses? High volume? Complex Inventory? No problem.

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With ConnectCPA we have finally found an accounting firm that understands that technology plays an integral role in our company’s accounting function. Since we run an online business that experiences a high volume of daily transactions, the need for cloud accounting systems and integrations is paramount to remove the onerous demands of manual data entry from our workflow.
— Catherine Choi, Founder
 

Case Study 3

Wave Digital Media Inc.

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Before

Accounting Workflow

  • Desktop accounting software

  • Paper-based workflow

  • Poor visibility over performance

  • Delayed and inaccurate quarterly bookkeeping

Reporting to Board

  • Delayed reporting

  • Inaccurate financial information

  • Lacking relevant detail

 

Payroll

  • Manual cheque writing to all employees

  • Manual monthly payment to CRA

  • Paper-based pay-stubs

  • Manual T4 and ROE filings

AFTER

Accounting Workflow

  • Cloud-based accounting software - Xero

  • Paperless (bills and receipts)

  • Real-time financial information

  • ConnectCPA provides highly automated and timely monthly bookkeeping

Reporting to Board

  • Timely monthly reporting

  • Consistent and accurate financial reporting

  • Calculations of monthly runway and burn rate

Payroll

  • Employee payments by direct deposit

  • Payment to CRA made automatically with every pay-run

  • Custom portal for employee pay-stubs

  • Electronic T4 and ROE filings

Our Technology Solution

Xero, Wagepoint, Plooto, Online Accounting
 

Growing companies need dynamic solutions and support.

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We have seen both sides of the coin. We transitioned to ConnectCPA from a traditional firm over two years ago and have not turned back. Over that period of time, our revenue has increased by a few hundred percent and we were recently listed on PROFITguide.com as one of the fastest growing Canadian startups. From technology to tax planning, ConnectCPA has helped us every step of the way!
— Corey W., Co-Founder