Who Are We
Numera Financial Solutions – Chartered Professional Accountant
Serving Small Businesses located in the Okanagan
We, here at Numera, are keenly aware of the critical importance of Small Businesses. They are the backbone of healthy communities and this understanding is integral to the Value-Focused Approach that our company is based on.
We aspire to help Small Businesses not only survive, but thrive. We work in partnership with our clients, drawing on our financial expertise to help them realize their peak performance through Clarity, Collaboration, and Confidence.
Clarity from reliable and timely financial information to help drive business decisions.
Collaboration through meaningful exchange that leverages strengths and ensures shared successes.
Confidence from being armed with the financial intelligence necessary to nurture key stakeholder relationships and guide progress.
Our Value-Focused Approach
Piece Of Mind
Know that your financials are taken care of by a trusted CPA. Let us deal with the bookkeeping and accounting, so that you can focus on what matters; driving your business with timely and accurate information at your fingertips. Have piece of mind!
Saving You Time
With years of industry experience, we fully understand how to create value for busy Entrepreneurs. Time is an incredibly precious resource, especially when it comes to running a successful business. Our technical expertise ensures that our clients are thoroughly supported.
Keeping You Informed
Having quick access to reliable information not only allows you to make result driven business decisions with optimal clarity and confidence, but also ensures that you maintain mutually beneficial relationships with your employees, customers, vendors, subcontractors, etc.
We Offer Experienced Professional Service, specializing in:
- Bookkeeping & Accounting Services, Management Reporting, Workflow Optimization
- Overseeing day-to-day financial operations using easy to access and cost-effective cloud-based accounting tools, including Quickbooks Online, to keep business Owners and Managers up-to-date and in the know.
- Working with your Tax Accountant to ensure they have the information they need come tax time.
- Improving workflow processes to reach optimal efficiency and effectiveness through reduced errors, enhanced information quality and accessibility, and minimized costs resulting from simplified processes.
- Collaborative exchange; let’s work together to make tomorrow better than today and see the results you are looking for.
Getting started is easier than you think.
What We Offer
Whether you are just starting out or well on your way, our service packages have been carefully selected to ensure that we can provide your company optimal support at every stage. We also offer additional accounting services to make sure that you are covered.
Potential clients are given a FREE consultation to determine how best we can help you.
Packages
BASE
Small businesses and solopreneurs with minimal transactions.
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- Add all monthly transactions to Quickbooks, including:
- Categorization and classification
- Payment matching
- Electronic document management
- E-commerce integration and automation
- Monthly bank account reconciliation
- Monthly credit card account reconciliation
- GST/PST preparation and filing
- Quickbooks Online Accounting Software subscription
- 1 hour per month support
- Continuous CPA review
ASCENT
Best for growing businesses that have more going on and need to be in the know.
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- All services offered in the BASE package
- Quarterly financial statement reporting package, including:
- Balance Sheet
- Profit and Loss
- Accounts payable and receivable reporting
- Manual adjusting entries, including prepaid expense and deferred revenue amortization
- Capital asset tracking and amortization
- Quarterly review meeting
- 2 Hours per month support
- Continuous CPA review
SUMMIT
Best for thriving businesses that need timely information to drive their business.
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- All services offered in the BASE package
- Monthly financial statement reporting package, including:
- Balance Sheet with comparatives
- Profit and Loss with comparatives
- Cash Flow Reporting
- Accounts payable and receivable reporting
- Reconciliation and support for balance sheet accounts
- Manual adjusting entries, including prepaid expense and deferred revenue amortization
- Capital asset tracking and amortization
- Monthly review meeting
- Unlimited support
- Continuous CPA review
Additional Services
- Accounting system setup and cleanup as a stand-alone service.
- Accounting system training and support.
- Advising on and assisting with the implementation of workflow/process improvements, including internal controls.
- Higher level management reporting, including financial statement analysis and key performance indicators.
- Ancillary tax and payroll support services to external Accountants and those charged with related tasks, including facilitating information exchange and keeping client records up-to-date.
How It Works
Each month we’ll follow a simple process to make life easier for you, so that you can focus on running your business, armed with information you need for success!
It’s as easy as 1, 2, 3!!!
All done, that’s it! Rinse and repeat from here on out!
Contact Us
Potential clients are given a FREE consultation. To begin, simply fill out the form below and we’ll get back to you within 48 hours to setup a time to discuss how best we can help you.