Our Services


To address the needs of the small to medium sized business, we have developed various packages of services to help your business run more efficiently, more effectively and more profitably.

We can assist you in choosing which of our services are most appropriate for your business by performing an Initial Business Assessment. This assessment includes a Business Wellness Questionnaire, a series of quick questions that help us identify and focus on the specific needs of your business and our Industry Benchmark Analysis which compares several aspects of your business to others in your industry. This uncovers areas in which improvements can be made in your business.

Accounting and Controllership Support services can include:

  • Goal development and analysis
  • Review of your bookkeeper’s work
  • Bookkeeping service if required
  • Monthly or quarterly comparative financial statements including:
    • Income Statement
    • Balance Sheet
    • Aged Receivables
    • Aged Payables
  • Monthly or Quarterly Controllership Focus Online report package including:
    • Current issues for CEO (Executive Summary)
    • Trend Analysis
    • Cash Flow
    • Break-Even Analysis
    • Liquidity Ratios
    • Profitability Ratios
    • Job Costing Reports
    • Key performance indicators.
  • Monthly Controllership Meeting with your controller to discuss reports and results ( this dynamic interaction with your Controller will help you see key areas of your business needing improvement so you can do even better)
  • Cash flow reports & management as required
  • Ongoing telephone, instant message and email support to your bookkeeper
  • Ongoing accounting support, including business advice to the owner

 

 

 

Find out the true cost of your
in-house bookkeeper! Click Here
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What is this man doing? He’s managing his Canadian based technology business from Mexico. “My wife and I own property in southern Baja and we wanted to spend the winter months down there. We both run businesses that can be operated to a large degree by using the internet. But how was I to keep my bookkeeping and accounting up to date? J.A. Smith and Associates solved that for me. By using their QuickBooks Remote Desktop Connection, both my bookkeeper/accountant and I can have real-time access to my banking and client information… and we can keep it current. I would not be able to watch the incredible sunsets (while drinking a margarita, of course) and manage my business from here in Mexico without the service provided by Joyce and her team. Many thanks."

- Dynamic Sawmill Systems Ltd.

"I'd like to thank you all and extend many kudos for the teamwork and service level at Business Performance Solutions and J.A. Smith and Associates. I especially enjoy the 'Computer First Control Sheet', where I am able to record any problems I encounter and the BPS Team is able to access the Sheet and resolve the issues. The time and commitment that the BPS Team have invested in troubleshooting the network have, in my opinion, had a direct and measurable result in its improvement and have succeeded in making the network a viable, secure asset for us at Blueboy Express."

- Blueboy Express

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