Services
Rethink Bookkeeping

Cultivating success through accountant-bookkeeper collaboration with the application  of  Lean’s value stream mapping and talent-centric leadership.

Bookkeeping Services
Designed for Excellence

At Collaborative Bookkeeping, we understand that providing comprehensive bookkeeping services isn’t difficult when your team is led by professional accountants. From managing monthly, quarterly, and annual bookkeeping tasks to handling payroll, accounts payable and receivable, and government remittances, our services ensure accuracy, compliance, and efficiency. What sets us apart is the expertise and leadership of our accountants, who bring deep insights and strategic direction to every aspect of financial operations. This ensures seamless collaboration and optimized processes, so you can focus on driving your business forward.

Save 10-20% on Your Bookkeeping Costs

Through a personalized discovery call, we will evaluate your unique business needs and current bookkeeping costs. Our tailored solutions leverage collaboration, efficiency, and automation to optimize your financial processes—ensuring you save 10-20% while gaining superior accuracy and support. Let’s design a solution that works best for your business.

How We Deliver
Superior Results

At Collaborative Bookkeeping, we leverage the power of Lean's value stream mapping and EISA’s talent-centric leadership framework to align your bookkeeping with your overall business strategy. Our approach ensures that bookkeepers and accountants work seamlessly together, streamlining workflows and minimizing errors. By integrating automation and measuring performance at every step, we transform bookkeeping from a simple task into a powerful business tool. The result? Not only do you save time and reduce costs, but your business gains the clarity and insights needed for strategic growth

Performance Measures That Drive Excellence

Great businesses measure performance at every level—including bookkeeping.

Through the use of our Business and Career Success Trust Matrix, we assess and optimize the performance of our bookkeeping team members to ensure they’re aligned with your business goals. This commitment to performance, personal responsibility, initiative sets the standard for excellence that sets the example for every department.

At Collaborative Bookkeeping, we believe that performance metrics are essential for ensuring efficiency, accuracy, and continuous improvement. Here are a couple of key performance measure examples we use to evaluate and enhance our services:

  • Transactions Processed Per Hour: Achieve a 10% increase in transactions processed per hour by integrating automation tools, reducing manual effort, and enhancing overall productivity.
  • Timeliness of Deliverables: Complete 100% of assigned tasks, such as reconciliations and payroll, on or before their deadlines to keep financial operations running smoothly and avoid penalties.
  • Accuracy Rate: Measure the precision of financial transactions and reports, ensuring that all entries are correct and compliant with industry standards.
"What gets measured gets improved”
- Peter Drucker -