Software Stacking Services

Software Stacking

It's time to work smarter, not harder.

We help clients successfully implement new accounting software or update existing accounting software, helping your business to grow and scale. As bookkeeping professionals, we have extensive knowledge of programs and we can help you choose and implement the system that best fits your business needs.

Accounting software doesn't have to hurt

Changing your software doesn’t have to be an overwhelming process. At Crystal Clear Financial, we make the process less daunting by helping you define goals, evaluate vendors and make the best choice for your team. We are your partner in implementation, staff training and one-on-one troubleshooting.

Staff & Employee Training

who is going to setup & train your team on your new system?

We will implement and train you and your team to use powerful software solutions that will streamline your bookkeeping. Appropriate software will enable your business to accurately record and process accounts, accept business payments, manage and pay bills, complete payroll and more. Having a digital package will save a lot of time and effort on bookkeeping. You will be able to upload photos of your receipts, link to your invoicing automatically and link to your mobile phone and other devices.

Unlock the power of automation

We will analyze the nature of your business and financial transactions, current technology, future business goals and emerging needs to identify and implement a software solution that is flexible enough to grow with your business.

Software stacking services include:

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?

Crystal Clear Financial 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

We recommend tax-saving strategies to maximize your after-tax income through the year, not just at the end of the year.

Advisory Services

We form meaningful relationships with you by being available and in constant contact, providing insights & thoughtful guidance.

Software Stacking Services