Work Smarter, Not Harder
Our shared financial services are designed to free up organizational resources and time while still allowing for continued financial management, reporting and oversight by your organization’s team. By integrating cloud-based software packages (Hubdoc, Xero, and ApprovalMax), we provide seamless end-to-end solutions.
To support businesses with process and resource efficiency, our financial back-office services include:
- Provision of all software subscriptions
- Setup, configuration and training
- Analysis and setup of workflows, alerts and notifications
- Accounts payable & receivable
- Bank Transaction Processing
- Asset Management & Depreciation
- Document imaging, management and storage
- Payroll Processing
Using our services is easy. Our cloud-based solutions mean you can access your organization’s finances anytime, from any device. Data can be scanned or submitted directly into our system by uploading, emailing or by using a mobile app.
We integrate the following software programs for seamless, comprehensive financial services:
The key features of Xero include automatic bank and credit card account feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, and standard business and management reporting.
Hubdoc retrieves and stores your key financial documents in one place. Every time a document is uploaded or fetched, Hubdoc creates transactions in your accounting system with key data inputted and source documents attached.
ApprovalMax is an approval workflow tool that is integrated with Xero to enable multi-step authorization processes for bills, purchase orders, sales invoices, credit notes and other finance documents.
ADP WorkForceNow is a cloud-based payroll program that integrates with Xero. It provides calculations and remittance of all source deductions – CPP, EI, taxes; custom pay rules for deductions, benefits and earnings; records of employment; year-end tax slips T4, T4A, RL-1 and summaries; and employee self-service.
StaffScheduleCare is North America’s fastest growing fully integrated On-Demand workforce management solution for Long Term Care & Retirement facilities. With more than 26 years experience in developing workforce management solutions, our design concept is to combine all the required components/features in a single and complete “software-as-a-service” solution. This design philosophy avoids having a “piece-meal” system eliminating costly and cumbersome interfaces between multiple products for scheduling, human resources, time & attendance and employee self service. StaffScheduleCare relentlessly invests in on-going product development using a customer centric approach. Local, Regional, and National user group input is used allowing you, the customer, to directly impact the direction of the products used to manage your facilities.
Swains exists to inspire a nation of small businesses. They have worked with over 400 owner-operated businesses and entrepreneurs to provide accounting services that allow clients to develop their business in a way that works with their professional and personal goals. They know that larger companies have the benefit of a board of directors and high-paid consultants, which is they provide their clients with more than just the bottom-line numbers. They provide a robust system that encompasses bookkeeping, business planning, consulting, and tax services. And offer these higher level services at prices that support the growth of owner-managed business.
Our Fee Structure
A fixed annual price is determined based on the estimated number of transactions, and all software and payroll costs are included in the pricing. Contact us for a quote.