Coefficient Holdings
Coefficient Holdings
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About Us

Strategy Is Our Difference.

  

A good bookkeeper does much more than simple data entry – executed correctly, bookkeeping positively impacts your operation’s top and bottom lines.  Coefficient does it right by applying its smart, strategic, and methodical approach. We start by taking the time to thoroughly analyze your business inside and out.  We then customize and maintain the most streamlined and cost effective bookkeeping process for your business, ensuring accuracy in your month end process and financials. Our data driven insights feed your custom reporting, helping shape your strategy and providing you with clarity to make the best decisions. We take pride in living up to our name – allow us to be the multiplier your business needs for a strategic edge.      

We've Walked A Mile In Your Shoes.

Coefficient is a group of seasoned entrepreneurs, bringing their diverse skill sets together to operate a unique bookkeeping business.  In turn, we understand the unique needs and perspectives of our clients.  Count on us to not only keep your books running at peak efficiency, but to give your business a strategic leg up in the marketplace. Have confidence that with us in your corner, you can take a load off - you have a trusted partner looking out for your best interests.

Focus On Your Own Strengths While Relying On Ours.

When it comes to business, we certainly are multi-talented, but we channel that diversity to ensure we do one thing really, really well - bookkeeping.  Rely on our expertise with the books so you and your team can focus on your own strengths. Spend your limited time and energy on growing your business, looking after your clients, friends and family, and looking after yourself.  

Our Process

1. Data Capture

2. Organize, Categorize & Reconcile

2. Organize, Categorize & Reconcile

Gather paperwork - we optimize your custom tech stack to best streamline your operational processes, simplifying the collection and organization of receipts, bills, etc. - saving you time and gaining efficiencies while ensuring compliance. 

2. Organize, Categorize & Reconcile

2. Organize, Categorize & Reconcile

2. Organize, Categorize & Reconcile

Your assigned team of financial professionals organize, categorize, and reconcile all transactions - we code your data correctly, in meaningful ways, and with correct taxes. 

3. Compliance & Filing

2. Organize, Categorize & Reconcile

3. Compliance & Filing

  We file reports and on your behalf, remit your sales tax, payroll tax, WCB, and other federal and local remittances. 

4. Payroll Management

6. Monthly Review & Consultation

3. Compliance & Filing

We run your payroll, send payslips, and prepare all payroll reports.

5. Month End Preparation

6. Monthly Review & Consultation

6. Monthly Review & Consultation

We accurately prepare meaningful and insightful month-end financial reports. 

6. Monthly Review & Consultation

6. Monthly Review & Consultation

6. Monthly Review & Consultation

Together with you, we review your profit margins, provide cash flow updates and offer ongoing strategic advice regarding operational processes, efficiencies and savings opportunities that can impact your top line and bottom line.

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Coefficient Strategic Bookkeeping

Copyright © 2021 Coefficient Strategic Bookeeping - a division of Coefficient Holdings Inc.  All Rights Reserved.


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