We offer full service Bookkeeping in addition to Management Accounting services for dental and medical offices.
Bank account and credit card reconciliations
Recording of expense
Setting goals, targets and budgets
Key Performance Indicators
Profit and Loss Statement
Cash Flow Statement
Do you accept clients in different cities or provinces?
Yes! Although we are located in Calgary our business is 100% digital. This means that we’re able to accept clients from across Canada and still provide them with our complete services. As a matter of fact you wouldn’t even notice that we weren’t in the same city as you.
How do we have meetings?
In order to provide our clients with up to date financials we’re frequently in touch with their office staff. Most of our daily communication is done via email. If we need to discuss something that is a little more detailed than daily transactions we’ll jump onto the phone or use Skype or Google Hangouts at a time that is convenient for our clients – we like hosting meetings this way because it allows us to screen share at the same time.
Although we’re a digital firm we ensure that communication with our clients is always flowing. This is how we stay on top of your financials and provide you with the support and recommendations you need to grow your clinic.
How long does it take to get started?
Our onboarding process is quite robust and can accommodate our clients. This means that we can onboard your clinic within 2 weeks or within a month. It all depends on how fast you would like to transition. As long as we have access to the required documents and your banking information we can get started.
How is Shift different from other accounting/bookkeeping firms?
We are 100% digital – This means that we can access all your reports, documents and invoices online. To keep your financials on track we don’t have to work out of your office and you don’t have to visit our office to drop of paperwork.
We understand the Dental and Medical Industry – Our analysis doesn’t just involve looking at your numbers. We understand how your operations impact each line item on your financials. This is what makes our service so effective at helping you make proactive business decisions.
We provide more than just accurate financial reports – We want to make sure that you REALLY understand your finances. To do this, we analyze your numbers in all ways possible : we look at your current month performance, performance against prior years, how you’re tracking against budget, how you’re comparing against industry and, we track key performance indicators that are relevant to your clinic. Your numbers tell a story, and we do everything we can to tell you every detail of that story.
What if my books are behind or incomplete?
Not a problem! We would be happy to get you all caught up.