Case Studies

How we’ve helped our clients

We have helped hundreds of clients across Canada get their businesses streamlined and set up to grow and scale. Check out some of the amazing companies and people we’re helping thrive!
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Richelle West and her husband have been running their successful, full service real estate brokerage firm for 6 years. Before working with Envolta, Richelle knew their business had outgrown their old bookkeeper.

This dynamic husband and wife team needed a firm that was both local and could see the vision they had for future growth.

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Tax Reduction

Hours Saved

Online Apps

Our Strategy

How We Helped

Even though they had outgrown their old firm, we knew how risky and uncertain it can feel to switch to someone new. This is why building a strong relationship and trust needed to be our focus right from the start.

By providing a tour of our full suite of services, Richelle and her husband immediately felt confident Envolta could align with their vision and easily adapt as their business expanded.

Cloud based accounting software
Customer portal for employee pay-stubs

Bookkeeping/Accounting & Trust reconciliations

“We’re bakers, not accountants”. That was one of the first things Jacqui confided to us. Before working with Envolta, Jacqui found acountants she hired in the past didn’t know how to properly navigate the complexities specific to retail accounting and taxation. Some baked goods are taxed, others are not. Managing the books was a huge challenge.

To successfully grow her business,she knew she needed to understand her numbers and have a more simplified accounting system.

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Tax Reduction

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Our Strategy

How We Helped

With our entrepreneurial approach, we were able to quickly assess a number of new and improved ways Jacqui could more easily understand her numbers and structure the company for growth.

With expansion plans launching in the near future, Envolta’s extensive experience and knowledge helped Jacqui feel confident to move forward with her vision and that we have her best interests at heart.

Business Incorporation
Monthly Cash Flow Analysis
Business Plan setup for expansion
Tungsten Collaborative
When we met with Bill Dicke, COO of Tungsten Collaborative, he was suffering with “too many chefs in the kitchen” in terms of their accounting. Working with a bookkeeper, accountant and lawyer created a lot of confusion about who was responsible for what.

Bill needed a “one-stop-shop”, single solution to streamline the accounting.

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Tax Reduction

Hours Saved

Online Apps

Our Strategy

How We Helped

Our top priority for Tungsten was to tackle the confusion and create a more streamlined way of working with their numbers. To get a clear picture of their current set up and how to improve it, we sent over our top bookkeepers to work on-site with their own bookkeeper.

Taking this approach not only made the transfer seamless, but also helped their existing bookkeeper understand their current and future systems and goals.

Payroll up to 20 Employees
Timely Monthly Reporting
Paperless (bills and receipts)
Our team is waiting to SAVE you money

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