Kloberdanz & Associates Inc
Online
(8)
Online
(8)
Since 2004, we are a virtual accounting and business consulting practice and we want to help do what you love and make it happen! We feel that a successful business owner is a personally fulfilled and happy business owner because happiness drives motivation.
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8 customer reviews
Bailey
Kloberdanz and Associates are extremely efficient as well as knowledgeable. We rely on their services every year to keep our small business on track with gst and tax remittances. I highly recommend their services and have only great things to say about them! Thx Kloberdanz and associates!! More...
Kim Kindopp
Lisa's company has always gone out of their way to help me through some trying times, I have known Lisa since 2006 and since then always asked Lisa for advice on personal and Business taxes.
I have recommended Kloberdanz & Associates Inc to family and friends and continue to do so.
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Natalie Desseroit
Lisa is great to work with, she always takes the time to answer my questions. She is very knowledgeable and meticulous.
I would highly recommend Lisa to anyone seeking an accountant.
Natalie Desseroit
Owner Gym-Nana Fitness Inc.
Didsbury, Alberta
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Rob B.
I have been dealing with Lisa and her crew from the start and I have to say without a doubt they are very helpful and friendly to work with. I have had my challenges with the CRA and they have always helped me where I needed it most. They are very thorough and always keep you abreast of what;s going on with your account. I would recommend them to anyone, or any business that is looking for an accounting firm to look after the smallest of details. More...
Danielle S
Lisa Kloberdanz has been a wonderful accountant to work with over the years. She’s very professional in her conversations and emails.
Lisa takes pride in the work she does, which has lead her to be efficient, thorough and to put her clients and their satisfaction as a top priority. We’ve never hesitated to pass on our referral of Lisa to friends or family.
I would highly recommend her for personal or business needs!
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Tom Forzani
I started with Lisa 15 years ago....she never let me down...not once!....always did what she said she would do...just an excellent accountant. ...10 out of 10 for my needs....and for a kicker...she’s a fabulous person! More...
Edwina Arsenault
Lisa Kloberdanz :
Lisa has been my Accountant for 10 years plus.
I am very pleased with Lisa’s concise accurate, on time, hard work ethic.
A very personable Family Lady.
She takes the time to make you feel like fyou are the only Special person in the world. Very accommodating to all your work Tax Questions. Very knowledgeable, very Educated,
A rich Wealth of Work Experience having worked in Various Tax sectors . Sincerely
Edwina Arsenault
PS. Only the Best
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suzanna
i've nothing but good things to say about lisa her skills and prestige knowledge in this field is definitely 5 stars and i would recommend her highly very professional and good with small details i've been using her for years now and will continue too she is a hidden gem her bussniess
What kind of accounting services do you provide?
ACCOUNTING/BOOKKEEPING & TAXATION:
Check out our full line of accounting services on our website here: https://kassoc.ca/services/
BUSINESS CONSULTING (FRACTIONAL CFO):
Why pay a professional more than you need to for good advice!
You have a question about anything in business, we have an answer!
Why is it so important for businesses to hire a great accountant?
Businesses don't see what us accountants see in the background. We might give only a few .pdf documents to read, but there could be so much useful history on a client's file that we have in our system. A great accountant is educated in knowing what information to use to save tax. There are timing differences and strategies that only accountants are aware of, and if not used, a taxpayer can miss out on so much money. Some of us cut our own hair, but not all of us are as good as our experienced hair dresser! :-S
What do you love most about your job?
CLIENT RELATIONSHIPS:
I am a very positive and happy person, and I love the positive, personal relationships that I have with all my clients. I take great pride in knowing that I am trusted by all clients to do the very best for them.
CREATING EFFICIENCY:
I feel great satisfaction when clients tell me how "easy and efficient" my processes are and how simple I made it for them to manage their business affairs.
TEACHING & EMPOWERING:
I love the excitement of my clients when I teach them a better way to achieve their goals, simplify their lives and find effective solutions, whether it be through technology or simple friendly advice. I always try to leave a positive footprint in someone's life in some way - business or personal! :-)
View my own "shout out" to all of my client's on my website blog here: https://kassoc.ca/client-relationships/
There are also scrolling client comments throughout my website about our services: www.kassoc.ca
Making business simple, empowering clients and bringing them a smile - that is what I really love most about my job!
What inspired you to start your own business?
My children and the determination to overcome personal adversities were what inspired me to start a "virtual" practice. Please see my personal inspiration story on my website blog here: https://kassoc.ca/personal-fulfillment-virtual-accounting-practice/
Please feel free to contact me and ask any questions about who I am!
Why should our clients choose you?
Aside from our extensive accounting and business management knowledge, there are two other reasons why clients should choose us:
OUR ATTITUDE:
Any person you work with should first ask how YOU are doing before asking how your business is doing, because a successful entrepreneur understands that a business is only as successful as one's happiness! It's about a "life balance" and feeling rewarded for your efforts. If you don't feel "valued" in all areas of your life, no amount of money will make you happy! We offer more than just accounting advice - we offer solutions to find your balance of happiness, both personally and financially, so you can be successful and feel "valued"!
OUR SIMPLICITY:
We are parents, partners and digital nomads too, and we want to help our clients achieve the same simplicity and freedom in their lives as we have in ours. Let the simplicity of our procedures help you - give us an opportunity to make your life so much easier!
Can you provide your services online or remotely? If so, please add details.
Yes, we ONLY provide our services remotely and we work very simple, un-interruptive and proactive so that you hardly know we are taking care of you!
What changes have you made to keep your customers safe from Covid-19?
We have not had a physical office since 2013, therefore we didn't have to make any changes to keep our clients safe. Our clients have always been given the wonderful opportunity to meet us sitting in their own living room, office or on the beach!
Accounting - Virtual: All Areas of Taxation
Check out all of our accounting services offered on our website here: https://kassoc.ca/services/. Don't forget to also check out our PROCEDURES on our website to see how easy it is to get those taxes done!
Business Consulting (Fractional CFO)
We offer personalized virtual business consulting services in all areas of business management for small to medium-sized businesses. It is a cost-effective way for small businesses to utilize professional finance and accounting services without the higher prices.
What can Fractional CFO's do?:
- Routine bookkeeping,
- Month-end accounting,
- Simplify & utilize technology to save time & costs,
- Forecast cash, revenue, expenses & profit,
- Annual & Monthly budgeting,
- Negotiate debt arrangements,
- Maintain relationships with banks, lenders & investors,
- Work with your accountant on annual tax filings,
- Teach owners how to read & understand their business & personal finances!
Business Applications & Procedures
We make your business and personal life simple by implementing business cloud applications and business procedures that work together, saving huge amounts of your time and your money! Let automation work for you so you don't have to!
Bookkeeping - Virtual
We offer senior level virtual bookkeeping services and work closely with you to keep track of your business transactions in "real time", offer our opinion on how the business is financially doing, be "proactive" in cutting-costs and tax-planning so that at your year end, you don't pay more tax than you need to!
Year End Paperwork Compilation
Already have an accountant?
Being one ourselves, we know what every accountant will need to prepare a year end or a tax return. We can compile it all for you in one package, or simply guide you in what you'll need to give to cut the accounting costs of back and forth communication. Give it once, give it complete - we can help you with that!
