Advisory Services

Combining strategy, technology & efficient processes to help your business succeed.

We are focused on ensuring your business is set up for success by delivering innovative solutions to help grow your business. We form meaningful, collaborative relationships with our clients by being available and in constant contact, providing insights and thoughtful guidance.

With extensive experience, we understand the most effective strategies to enable long-term growth, increased sales and overall success.

Whether it’s working with financial forecasts, cash flow plans, tax saving strategies, we’re here to make the process as easy as possible.

Meet our client

They are the best bookkeepers around!

Working with Sara at Crystal Clear Financial has saved my business. Crystal Clear Financial is a financially smart and intelligent solution and they will help any business to succeed. I love Sara and the Crystal Clear Financial team!

Tiffany Charbonneau Paradise Flowers Farms

Our Advisory Approach

Our approach is to listen so that we understand your strategy and execution plans. We will become your trusted advisor and do what is expected with responsiveness, timeliness and quality of work. Whether you are navigating accounting standards, working through strategic transactions or undertaking a finance transformation, our team can help you unravel the complexities.

Advisory services include:

Tax planning strategies and implementation
Strategic planning for businesses & cannabis businesses
Operations and workflow planning
Forecasts and projections
- Pitch decks (financials for business funding)
Succession planning
Budgeting
Accounting and bookkeeping services

Why choose Crystal Clear Financial?

We are a team of financial experts led by Sara Walker. Sara’s background as a financial advisor and entrepreneur have led to a great understanding about where our clients are coming from and where they need to be going. Sara has worked to create a company that could help bring some sense to the financial world of business ownership. Our business has grown by word of mouth referrals from delighted clients and thankful accountants. We use the Pure Bookkeeping System that has been developed and tested by a team of professional bookkeepers, working with hundreds of clients since 2001.

I need a hero to rescue my bookkeeping now. Can Crystal Clear Financial help?

We are here to help! Reach out to us as soon as possible so we may begin the onboarding process and start your bookkeeping rescue directly.

Does the Crystal Clear Financial do personal bookkeeping as well as business bookkeeping?

Making Waves Management Group provides bookkeeping services for a wide variety of personal and business clients with multifaceted needs. We are pleased to provide personalized financial care for individuals with diverse bookkeeping needs.

I am a new client and I need year end tax reconciliation right away. How can the Crystal Clear Financial help?

We are here to help! Reach out to us as soon as possible so we may begin the onboarding process and begin reviewing your bookkeeping directly.

My payroll is late and I need help catching up, how fast can Crystal Clear Financial help?

We are here to help! Reach out to us as soon as possible so we may begin the onboarding process and begin reviewing your payroll directly.

What is the onboarding process?

First we set up a complimentary, no obligation meeting with you. Together we ascertain your needs. We complete a health check of your current financial data files (if applicable). We then review current systems and advise you. Afterward, we recommend appropriate software as required. You will be assigned one of our exceptional bookkeepers. We will file all outstanding sales tax and payroll tax obligations and liaise with your accountant to discuss payment arrangements and other solutions. Finally, we will introduce the Pure Bookkeeping System to your business to keep the work up to date.

How long does the onboarding process take?

At minimum, Making Waves Management needs access to your current bookkeeping and/or financial records, access to your bank feeds and a signed initial work contract. These simple steps are the first complete review to complete your introductory onboarding. If the client has these items on hand, then the onboarding process takes but a few hours.

What does having a proven bookkeeping system do for you?

It gives you peace of mind. It ensures consistent, reliable information. It puts you in control of your finances and keeps you there. Proven bookkeeping finally puts the chaos to rest! Making Waves Management Group is totally committed to having you feel delighted about our service.

I would like to schedule an introduction with the Crystal Clear Financial, what’s the best way to get started?

Let’s chat! Contact us today!

Does Crystal Clear Financial offer services in the cannabis sector?

We have been at the forefront of management services, bookkeeping services, financial consulting and payroll services for cannabis businesses since the beginning. Crystal Clear Financial has tailored expertise and solutions to support cannabis businesses to thrive in a robust and multi-faceted new market.

More ways we can help

Bookkeeping Services

Whether you need a few hours a quarter or full time support, Crystal Clear Financial will design a plan that works for you.

Payroll Processing

We offer payroll solutions that meet your business’s needs so you can spend your time growing your business.

Tax Planning

Whether you need a few hours a quarter or full time support, Crystal Clear Financial will design a plan that works for you.

Software Stacking

Helping you successfully implement new accounting software or update existing accounting software.

Advisory Services