Our annual year in review provides us with an opportunity to reflect on the milestones we’ve achieved over the course of the year, and to celebrate our successes while uncovering additional opportunities. With substantial growth in our staff and client size, various partnerships and events, and the grand opening of our Alberta HQ, we are excited to carry our 2018 momentum into the new year. Before then, let’s take a look at the past year!
A Growing Team
When we began 2018, we had 10 team members in our Vancouver HQ office, and 5 team members in Noida, India. As our client base continued to grow, we maintained a focus on hiring individuals with an emphasis on technology, leadership, and financial literacy. Today, we have 15 team members in Vancouver, 12 in Noida India, and a freshly launched office in Alberta hosting 1 remote member.
We have developed a workflow that enables open communication between all of our offices, including daily online meetings and team sessions. Over the course of the year, we’ve made four extended trips to visit the team in Noida. We returned from each trip with a completely new perspective on how we can leverage each others knowledge and experience to create an even more amazing experience for our clients.
Our goal in 2019 is to expand all of our offices and to continue to provide a reliable back-office service that goes above and beyond our client’s expectations. To learn more about our current job openings, please visit our careers page!
In early 2018, we hosted our inaugural “Entrepreneur Series” event, proudly co-presented by Enkel, KPMG Enterprise, and Fasken. The event provided an opportunity for local business owners to meet their peers while hearing the story of our featured speaker, Brian Scudamore. Brian discussed the trials and tribulations he faced while building the O2E Brands, and provided guidance to the audience with regards to some of the day-to-day difficulties entrepreneurs regularly face.
We're excited to be hosting our 2nd annual “Entrepreneur Series” event in early 2019. Stay tuned for more details!
Working with Non-Profits
Over the past two years, we’ve worked closely with a number of not-for-profit organizations to help streamline their back-office processes, increasing their capacity to enable a greater focus on their cause. We've become engrained in the non-profit community, and have had an opportunity to partner with various organizations to share our knowledge throughout the community. Below are some of the events we have co-hosted in the non-profit sector:
- Keela - Capacity Conference
- Vantage Point - BOSS Conference
- Vantage Point - BC Societies Act Financial Reporting Requirements
- Net2Van - Better Financial Statements for Non-Profits
- Keela - Year-End Reporting Requirements for Non-Profits
- Plooto – Why your NPO Should be in the Cloud
- KPMG & Keela - NPO Bookkeeping Fundamentals Event
Growth in Alberta
With the grand opening of our Alberta HQ office, we spent the latter half of the year partnering with organizations and associations throughout the province, with a focus on providing small businesses and non-profits with the tools and knowledge that they need to succeed. The Alberta community, both in Edmonton as well as Calgary, has welcomed us with open arms and we wholeheartedly appreciate their support. Below are just some of the initiatives we have worked on throughout the past few months:
Xero – The Xero Roadshow
QuickBooks Online - QB Connect Calgary
ATB Edmonton - Technology Based Accounting Session
ATB Edmonton - Bookkeeping Fundamentals with Dryrun and Chata.ai
Business Link - How to Automate Your Bookkeeping with Technology
Enkel - Not-For-Profit Bookkeeping Fundamentals
Small Business BC Awards
Small Business BC (SBBC) hosts an annual awards ceremony dedicated to recognizing the outstanding achievements and contributions of BC’s entrepreneurs and businesses. We were thrilled to be nominated for this year for the SBBC’s Best Innovation Award, an award that recognized the development and utilization of advanced or innovative technologies to meet the needs of small businesses.
As technology becomes more predominant in our industry, we have strived to build a technology team responsible for researching, implementing, and creating custom workflows that make our client's processes more efficient. With a focus on using technology to automate and streamline the back office workflows of small and medium-sized businesses, this nomination has reinforced our notion that automation and system integrations are the path to the future.
eBook - Bookkeeping Tips for Growing A Scalable Business
In September of this year, we decided to pool our collective knowledge to write our “Bookkeeping Tips for Growing A Scalable Business” eBook. The eBook was designed with small business owners in mind, and provides an insight into the tools and processes that business owners should incorporate into their day-to-day workflow.
If you’re an entrepreneur or small business owner looking for ways to improve your bookkeeping process, our eBook is a great place to start. Download the free eBook today!
In conclusion, we would like to thank all of those who have supported us over the past year and we look forward to continuing our growth into 2019. As always, we are more than happy to talk through any questions or comments you may have. If you would like to schedule a meeting, please fill out our contact us form and we will be in touch to schedule a time!
Until then, we wish you a happy holidays and a fantastic 2019.