Surrey

Surrey is a hot destination for entrepreneurs—

With it’s population projected to double over the next 30 years, the city of Surrey is primed for growth.

Our goal is to help your business thrive in the growing Surrey economy.

Surrey

With its population projected to more than double over the next 30 years, the city of Surrey is primed for growth and particularly focused on:

Technology

Advanced Manufacturing

Agriculture

Creative Industries

 

In 2017 the Surrey City Council adopted an ambitious City Centre Plan with designs to grow the downtown core into the second largest metropolitan centre in Metro Vancouver region.

With eight business parks and approximately 30% of its industrial land still to be developed, Surrey is a hot destination for entrepreneurs. Our goal as a small business bookkeeping firm is to help those businesses thrive in the growing Surrey economy.

Why Legacy

Whether you’re an entrepreneur, small business owner, or a director of a large corporation, you need timely and accurate financial data to inform your business decisions. Trying to grow a business without clarity is like driving blind.

At Legacy Advantage, we support small businesses in Surrey and throughout the Lower Mainland by removing blindfolds and providing the bookkeeping services you need to make informed business decisions.

Our team of CPA-level bookkeepers:

1. Provide fast, accurate and efficient bookkeeping services

2. Explain how these numbers impact your business

3. Help you use this information to plan for your future

We take the bookkeeping off your hands so that you can take your business to the next level.

Case Study

Bicycle Retailer

Rideon is a bike retailer with three stores across Canada. They needed to reconcile their 10+ accounts but maintain separate payrolls between the store locations as well as between departments (staff and managers).

The Problem

When Rideon approached Legacy Advantage, they were a multi-million-dollar business but were struggling to grow further due to poor accounting. Though their stores were all under the same entity, each had a separate bank account and credit card as well as loans and mortgages.

Their bookkeeper worked manually on paper, leaving their internal systems so underdeveloped that if the bookkeeper took vacation or was ill, the managers struggled to do the payroll. Financials were always a few months late and usually incorrect, and they were experiencing cashflow problems.

The Solution

Drawing on our expertise as QuickBooks ProAdvisors, we used QuickBooks Online to automate most of Rideon’s bookkeeping entries. We used Plooto to automate EFTs and were able to pull transaction data directly from POS reports, significantly reducing the need for data entry.

Using PayWorks, we automated the whole payroll process—employees now get direct deposits, source deductions are automatically remitted, and T4s and ROEs are automatically generated.

We worked with the client to streamline and then digitize their financial documents, which now enables us to process everything remotely through our Surrey office. The system and procedures that our CPA-level bookkeeping team established ensure that monthly statements, payroll and financial reports are delivered accurately and on time. And we did all of this for a price similar to what they were paying their previous bookkeeper.

The Result

Rideon now has real-time access to reliable financial reports

• Their records are digitized and backed up in the cloud, safe and accessible any time

• The custom dashboard we built offers key KPIs and statistics at a glance

• They have greater insight into the performance of their overall business and of individual stores

Testimony

“We moved our local club bookkeeping from an independent bookkeeper to Legacy Advantage and couldn’t be happier with the ease of that transition and competency of the services we’ve received. We’re excited to continue working with Legacy Advantage moving forward.”

“I’m ready to take my blindfold off. Let’s do this!”

You bet! Call (778) 785-6879 or fill out this form below.

Our Team

Our super-friendly bookkeepers are all either CPAs or CPA students. We have a rigorous interview process which helps us select the best, most upbeat bookkeepers in Vancouver, Langley, and Surrey.

You’ll have a dedicated bookkeeper, but we also work as a team. No matter what happens, we’ll always have your back.