Coral Collins, owner of Concise Bookkeeping, is a trained business expert and a Quickbooks Certified ProAdvisor with over 15 years experience in accounting in a variety of industries such as oil and gas, consulting, banking, land development, construction, transportation and hospitality.
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1 customer review
Blair Carmichael
Coral is great to deal with. She is professional, accurate, and worked hard to get us current on a 6 month backlog of bookkeeping. We handed over the books and we got them back up to date and with new reports to help us understand our current cash flow needs and what we are going to need to do to meet our financial goals for the upcoming year. More...
What kind of accounting services do you provide?
I provide full cycle accounting. This means ensuring that invoices you issue to customers, bills you receive from your vendors, payments you make on your credit and payments made through your bank accounts are accurately recorded. I also can prepare payroll and ensure that your employees are paid error-free and on time.
We go beyond just keeping your books up to date:
Monthly Reporting Packages: Insight into profits and losses, how much your customers owe, how much your vendors and creditors are owed and the financial health of your business.
Cashflow Management: Simple and cost-effective cash-flow forecasting to help you through the ebbs and flows of your business cycle.
Why is it so important for businesses to hire a great accountant?
As soon as you start to think about your business, consider a bookkeeper to help you take the next steps. I can discuss your business's organization, tax purposes and operations, along with your payroll and bookkeeping needs.
What do you love most about your job?
I love helping people and, as a numbers geek, I find that being able to tell the story through those numbers is a great way to provide that help.
What inspired you to start your own business?
After working for several smaller and larger firms in a variety of hands on and management roles, I knew that I had the foundation required to meet the challenges of starting and operating my own business.
Why should our clients choose you?
With over 20 years experience in various bookkeeping, accounting and management roles, Coral understands the importance of keeping things simple and getting it right the first time.
Time is money. My goal is to give you back your time and save you money in the process!
Can you provide your services online or remotely? If so, please add details.
I can provide 100% of my services remotely as I utilize the most up-to-date versions of several web-based accounting and productivity tools such as Quickbooks Online, Sage50cloud. Both of these tools also have some great add-ins that allow for direct uploading of scanned vendor invoices, receipts and bank statements directly into the systems.
What changes have you made to keep your customers safe from Covid-19?
I can accommodate online meetings using either Zoom or Teams.
Accounts Receivable
Preparation, posting and collection of sales invoices
Accounts Payable
Preparatin, posting and payment of vendor invoices
Monthly Reconciliations
Ensure that all transactions in from the bank accounts and credit cards have been recorded accurately and within the correct time period.
Inventory
Accurately recording sales transactions that move your stock out of your warehouse so that you know what you have on hand at all times.
Tax Filings
GST
Payroll
Biweekly, Bimonthly or monthly runs utilizing a variety of web-based payroll platforms such as Quickbooks, Payworks, Ceridian or ADP
Financial Reporting
Profit and Loss, Balance Sheet and cashflow reporting that give you accurate and timely snapshots of the financial health of your business.
Software Setup, Training and Support
Quickbooks Certified ProAdvisor
Sage50cloud