NANAIMO – In an industry where historically the service delivery model has been slow to evolve, the days of having to cart your slips and documents to your accountant is rapidly coming to an end due to Connect Live CPAs.
The innovative services offered by Connect Live CPAs have been created for today’s technologically savvy client. Accounting for the contemporary marketplace, Connect Live CPAs serves individuals and businesses looking for the convenience that leading technology offers and are seeking an edge in the marketplace.
“In a connected world Connect Live CPAs provides quality accounting, tax and advisory services for individuals and businesses using the latest web-based technology to minimize cost and maximize value and convenience for clients,” explains Colin Haime, one of the partners in Connect Live.
Providing professional accounting services to their Nanaimo area clients for decades, Chartered Professional Accountants (CPA) Denise Barber and Colin Haime opened their original practice Barber & Haime Chartered Accountants in 1991.
The pair built their business by focussing on developing relationships and providing good service to their clients. In time they were serving a client base of hundreds of corporate and thousands of individual clients.
“While our practice was very successful, it relied on clients expecting the traditional CPA model when the industry was dramatically evolving,” says Barber.
“Recognizing that the profession was changing Colin and I decided to change our focus and business model to embrace this new reality. In July 2017 we sold our ‘bricks and mortar’ accounting practice and established our new web based practice – Connect Live CPAs Inc. – an approach that we consider to be the accounting services model of the future.”
Combining the latest technology with the time-honored human touch, Barber, Haime and staff have introduced this leading-edge approach of accounting, tax and business advisory services to a new and expanding client base.
Described as a ‘Real Time, Real Life Advantage’, by employing the latest techniques in cloud accounting and tax services, document scanning and analysis, web-based bookkeeping and client communication, clients will have access to Connect Live’s services in real time, whenever they need it.
“Communication with clients is key and delivered mainly through client portals, web access, smartphones, email and via online conferencing,” says Haime.
“Connect Live CPAs continues the tradition of providing advice and services built on relationships without the inconvenience of the clients taking time out of their busy day to travel to a formal office – this is truly accounting for the 21st Century.”
With the tools and systems available through Connect Live CPAs, clients will have quick and easy access to everything they’ll need to make better business and personal decisions, even on the go through their smartphone.
Another plus is that Connect Live’s web-based focus eliminates distance barriers. Clients can be mobile and still maintain access to their data and Connect Live’s services regardless of location.
Equally beneficial for both personal and business clients, Connect Live CPAs provide client training and assistance as part of the service package.
“Personal tax clients have web access and can securely download returns and reports or upload documents, to or from, their electronic devices seamlessly at any time,” explains Haime.
“This allows Connect Live to concentrate on being your trusted advisor as well as reducing clerical requirements and providing timely access to information”
Business clients are serviced through their secure dedicated business client portal using simple software applications and document uploads. Connect Live CPAs provides thorough, accurate reporting and analysis that allows you to maintain your financial health and realize your business goals.
This innovative client service delivery model fulfills a client’s tax and accounting requirements. This includes tax filings, financial statement compilation, bookkeeping, payroll and business advisory services; with the added convenience and reduced cost due to evolving technology.
“Connect Live can even customize a client services program for the convenience of utilizing online services such as Quickbooks, Sage One, Xero, Hubdoc and Receipt-Bank to make the administration of your accounting and year-end financial statement / tax reporting needs as efficient and informative as possible,” says Barber.
“Accounting and tax services should be as painless as possible, while providing value for you or your business. The ease of the Connect Live business model allows us to reduce your stress in these areas so that you can concentrate on things that are more important to your happiness and success.”
