Services
Rethinking accounting

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

Accounting services
designed for excellence

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

Save 10-20% on your accounting costs

Through a personalized discovery call, we will assess your specific business needs and current accounting costs. Our customized solutions leverage collaboration, efficiency, and automation to streamline your financial processes, ensuring 10-20% savings while providing 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 value stream mapping and EISA’s talent-focused leadership framework to align your accounting with your overall business strategy. Our approach ensures that bookkeepers and accountants work together seamlessly, 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 company gains the clarity and insights needed for strategic growth.

Performance measures that drive excellence

Great companies measure performance at every level, including accounting. Using our Trusted Matrix for Business and Professional Success, we assess and optimize the performance of our accounting team members to ensure they are aligned with their business goals.

This commitment to performance, personal accountability, and initiative sets the standard of excellence that serves as an example for all departments. At Collaborative Bookkeeping, we believe performance metrics are essential to ensuring efficiency, accuracy, and continuous improvement.

Below are a couple of examples of key performance metrics we use to assess and improve our services:

  • Transactions processed per hour: Achieve a 10% increase in transactions processed per hour by integrating automation tools, reducing manual effort and improving overall productivity.
  • Deliverable Timeliness: Complete 100% of assigned tasks, such as reconciliations and payroll, on or before their due dates to keep financial operations running smoothly and avoid penalties.
  • Accuracy Rate: Measures the accuracy of financial transactions and reports, ensuring that all entries are correct and meet industry standards.
“What is measured is improved”
– Peter Drucker –