Your Partner in Financial and Operational Excellence

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story can make all the difference. 

Don’t worry about sounding professional. Sounds like you. There are over 1.5 billion businesses, but your story is what’s going to separate you from the rest.

Comprehensive Financial Setup

Financial Systems Setup

We specialize in setting up comprehensive financial systems tailored to meet the unique needs of your small service business. Our approach ensures that your financial operations are streamlined, efficient, and fully compliant with regulatory standards.

  • We assist in selecting and implementing the best accounting software for your business. Our expertise covers a range of popular platforms, including QuickBooks, Xero, and Sage. By automating routine accounting tasks, we help you save time and reduce errors, allowing you to focus on growing your business.

  • Item descriptionAccurate and timely financial reporting is crucial for making informed business decisions. We set up robust financial reporting tools that provide real-time insights into your financial health. These tools include:

    • Balance Sheets: Track your assets, liabilities, and equity to understand your financial position.

    • Income Statements: Monitor your revenues and expenses to gauge profitability.

    • Cash Flow Statements: Manage your cash inflows and outflows to ensure liquidity.

  • Effective budgeting is key to financial planning and control. Our team helps you create and implement budgeting systems that align with your business goals. We provide tools and techniques for:

    • Expense Tracking: Monitor and control business expenses to avoid overspending.

    • Revenue Forecasting: Predict future revenues based on historical data and market trends.

    • Variance Analysis: Compare actual performance against budgeted figures to identify and address discrepancies.

  • We ensure seamless integration of your financial systems with other business applications, such as CRM and inventory management systems. Our customization services tailor the software to your specific needs, providing functionalities that enhance your operational efficiency.

  • Our support doesn't end with the setup. We offer comprehensive training for your team to maximize the use of the new systems. Additionally, our ongoing support ensures that any issues are promptly addressed, and your financial systems remain up-to-date with the latest features and compliance requirements.Item description

  • Regular financial health checks, variance review, reporting, and advisory meeting with management.

Payroll Management

We offer comprehensive payroll management services designed to streamline your payroll processes, ensure regulatory compliance, and handle employee benefits efficiently. Our approach is tailored to meet the specific needs of small service businesses in both Canada and the US, providing peace of mind and allowing you to focus on your core operations.

  • We take the hassle out of payroll management by setting up robust, user-friendly payroll systems that automate routine tasks and minimize errors. Our services include:

    • Payroll Software Implementation: We assist in implementing Ceridian (Dayforce), ensuring seamless payroll processing and easy integration with your existing financial systems.

    • Employee Onboarding: Efficiently manage new hires by setting up their payroll accounts, ensuring they are correctly classified as either full-time, part-time, or contract employees according to Canadian and US standards.

    • Time and Attendance Tracking: Implement systems to accurately track employee hours, overtime, and leave, ensuring that all payroll calculations are precise and timely.

  • Navigating the complex landscape of tax regulations can be daunting. Our payroll management services ensure that your business remains compliant with all federal, state, provincial, and local tax laws in Canada and the US. We handle:

    • Tax Withholding and Reporting: Calculate and withhold the correct amount of federal, state/provincial, and local taxes from employee paychecks. We also prepare and file all required payroll tax forms, such as W-2s and 1099s in the US, and T4s and RL-1s in Canada.

    • Compliance Monitoring: Stay updated with the latest tax laws and regulations in both countries to ensure your payroll processes are always compliant. We conduct regular audits to identify and correct any discrepancies.

    • Tax Credits and Incentives: Identify and apply for applicable tax credits and incentives to maximize your savings and reduce overall payroll costs.

  • Managing employee benefits is a crucial aspect of payroll management. We provide comprehensive solutions to handle all aspects of employee benefits, including:

    • Health and Retirement Plans: Set up and manage health insurance, retirement plans (such as 401(k) and IRA in the US, and RRSPs in Canada), and other employee benefits. Ensure that all contributions and deductions are accurately processed.

    • Benefit Administration: Handle the enrollment, changes, and terminations of employee benefits. Provide employees with clear information about their benefits and assist them with any questions or issues.

    • Compliance with Benefits Regulations: Ensure compliance with all relevant laws and regulations related to employee benefits, such as the Affordable Care Act (ACA) and Employee Retirement Income Security Act (ERISA) in the US, and provincial health and labor laws in Canada.

  • Empower your employees with self-service portals that allow them to:

    • Access Pay Stubs and Tax Forms: Easily view and download pay stubs, W-2s (US), T4s (Canada), and other tax forms.

    • Update Personal Information: Make changes to personal details, direct deposit information, and benefit selections.

    • Request Time Off: Submit and track requests for vacation, sick leave, and other types of leave.

  • Our commitment to your business doesn't end with the setup. We provide:

    • Comprehensive Training: Train your HR and payroll staff to efficiently use the payroll systems and stay updated with best practices.

    • Ongoing Support: Offer continuous support to address any payroll-related issues or questions. Ensure that your payroll system remains up-to-date with the latest features and regulatory changes.

Bookkeeping Services

We offer comprehensive remote bookkeeping services designed to simplify your financial management and ensure accuracy in your records. Our expert team handles all aspects of bookkeeping, allowing you to focus on growing your business.

  • Our remote bookkeeping services provide the convenience and efficiency you need to maintain accurate financial records without the hassle of in-house staff. We utilize secure, cloud-based technology to manage your bookkeeping needs from anywhere, ensuring you have real-time access to your financial data.

  • IManaging receipts and verifying expenses can be time-consuming and prone to errors. We streamline this process by:

    • Digital Receipts Collection: Providing a secure platform for uploading and storing digital copies of your receipts.

    • Expense Verification: Carefully reviewing each expense to ensure it is valid, correctly categorized, and supported by appropriate documentation.tem description

  • Accurate expense categorization is essential for understanding your business's financial health and preparing accurate financial statements. Our team:

    • Customized Categories: Works with you to develop customized expense categories that reflect your business operations.

    • Automated Systems: Utilizes advanced software to automate the categorization process, reducing the risk of errors and ensuring consistency.

  • Efficient invoicing is crucial for maintaining cash flow. We handle all aspects of client invoicing, including:

    • Invoice Creation: Generating professional invoices that reflect your brand and include all necessary details.

    • Tracking and Follow-Up: Monitoring outstanding invoices and following up on late payments to ensure timely collections.

  • Navigating sales tax regulations can be complex and time-consuming. Our services include:

    • Sales Tax Calculation: Accurately calculating sales tax for each transaction based on the applicable rates and regulations.

    • Filing and Compliance: Preparing and filing sales tax returns on your behalf, ensuring compliance with local, state, and federal requirements.

  • Reconciling credit card statements is essential for maintaining accurate financial records. We provide:

    • Transaction Matching: Matching credit card transactions with your records to identify discrepancies.

    • Error Resolution: Investigating and resolving any discrepancies to ensure your records are accurate and complete.

  • Regular bank reconciliations are vital for detecting and correcting errors in your financial records. Our team:

    • Monthly Reconciliations: Conducts thorough reconciliations of your bank statements with your financial records on a monthly basis.

    • Discrepancy Investigation: Identifies and investigates any discrepancies, ensuring your records are accurate and up-to-date.

Comprehensive HR & Recruitment Setup

Hiring Strategies

We understand that your team is the backbone of your business. Our hiring strategies are designed to help you attract, select, and retain top talent while ensuring a seamless onboarding process and robust HR management systems. We tailor our approach to meet the unique needs of small service businesses, providing comprehensive support throughout the hiring lifecycle.

  • Our experts assist in developing customized hiring practices that align with your business goals and culture. We focus on:

    • Job Analysis and Descriptions: Crafting detailed job descriptions that accurately reflect the responsibilities and requirements of each role.

    • Recruitment Channels: Identifying the best recruitment channels, including job boards, social media, and professional networks, to reach a broad pool of qualified candidates.

    • Interviewing Techniques: Implementing structured interview processes and techniques to ensure a fair and thorough evaluation of candidates.

  • A well-structured onboarding process is crucial for integrating new hires into your team and setting them up for success. We provide:

    • Pre-boarding Activities: Ensuring all necessary paperwork, equipment, and access are ready before the new hire’s first day.

    • Orientation Programs: Designing comprehensive orientation programs that introduce new hires to your company’s culture, policies, and procedures.

    • Training Plans: Developing tailored training plans to equip new employees with the knowledge and skills they need to perform their roles effectively.

  • Efficient HR management is vital for maintaining employee satisfaction and compliance with labor laws. We help you set up and manage:

    • HR Software Implementation: Selecting and implementing HR software that automates administrative tasks such as payroll, benefits administration, and employee records management.

    • Performance Management: Establishing performance management systems that include regular feedback, goal setting, and performance reviews to foster employee development and productivity.

    • Employee Engagement: Creating strategies to boost employee engagement and retention through recognition programs, professional development opportunities, and a positive work environment.

  • We ensure that all your hiring and HR practices comply with relevant labor laws and industry best practices. Our services include:

    • Policy Development: Drafting and implementing HR policies that adhere to legal standards and promote a healthy workplace culture.

    • Regulatory Compliance: Keeping your business up-to-date with changes in labor laws and regulations to avoid legal pitfalls.

    • Diversity and Inclusion: Developing strategies to promote diversity and inclusion in your workforce, creating a more dynamic and innovative team.

  • Continuous Improvement: Regularly reviewing and refining your hiring strategies and HR systems to ensure they remain effective and aligned with your business objectives.

Talent Acquisition and Recruiting

We specialize in helping small service businesses attract and retain top talent. Our comprehensive talent acquisition and recruiting services ensure that you not only find the right candidates but also optimize your hiring processes for long-term success.

  • Finding the right talent is crucial for your business's success. We offer a strategic approach to recruitment, including:

    • Candidate Sourcing: Leveraging multiple channels such as job boards, social media, professional networks, and our proprietary database to find the best candidates.

    • Screening and Shortlisting: Conducting thorough screenings and background checks to ensure that only the most qualified candidates are shortlisted.

    • Interview Coordination: Organizing and coordinating interviews to streamline the hiring process for both you and the candidates.

  • Effective tracking tools are essential for managing the recruitment process efficiently. We help you implement and integrate:

    • Applicant Tracking Systems (ATS): Setting up ATS to automate the recruitment process, track candidate progress, and manage communication.

    • Recruitment Analytics: Using analytics to track key metrics such as time-to-hire, cost-per-hire, and candidate sources to improve recruitment strategies.

    • Integration with HR Systems: Ensuring seamless integration with existing HR systems for a unified and efficient workflow.

  • We optimize your hiring process to make it as efficient and effective as possible. Our services include:

    • Process Mapping: Analyzing and mapping your current hiring process to identify bottlenecks and areas for improvement.

    • Workflow Optimization: Streamlining workflows to reduce time-to-hire and enhance candidate experience.

    • Automation: Implementing automation tools to handle repetitive tasks, allowing your HR team to focus on strategic activities.

  • A robust interview process is key to selecting the right candidates. We assist in:

    • Interview Design: Developing structured interview processes and standardized questions to ensure consistency and fairness.

    • Interview Training: Training hiring managers and interviewers on best practices, including behavioral and competency-based interviewing techniques.

    • Feedback Mechanisms: Establishing feedback mechanisms to gather insights from candidates and interviewers for continuous improvement.

  • Empowering your HR and hiring teams with the right knowledge and skills is crucial for sustained success. We provide:

    • Comprehensive Training Programs: Offering training sessions on various aspects of recruitment, including sourcing, interviewing, and candidate assessment.

    • Best Practices and Tools: Sharing industry best practices and tools to enhance your team’s capabilities.

    • Ongoing Support: Providing ongoing support and updates to keep your HR team abreast of the latest trends and technologies in talent acquisition.

Comprehensive Operations Setup

Digitalizing Systems

We help small service businesses transition from traditional paper-based processes to efficient, secure digital systems. Our comprehensive digitalization services are designed to improve operational efficiency, enhance data security, and provide easy access to vital business information.

  • We understand that moving from paper-based processes to digital systems can be daunting. Our team ensures a smooth transition by:

    • Assessing Current Systems: Evaluating your existing paper-based processes to identify areas for digital improvement.

    • Customized Digitalization Plans: Developing tailored digitalization strategies that meet your specific business needs and goals.

    • Process Automation: Implementing automated workflows to reduce manual tasks and increase productivity.

  • Secure and efficient file storage is crucial for managing business information. We provide:

    • Cloud Storage Solutions: Setting up cloud-based storage systems like Google Drive, Dropbox, or OneDrive, offering secure access to your files from anywhere.

    • Document Management Systems: Implementing document management systems (DMS) that provide features like version control, indexing, and search capabilities to streamline document retrieval.

    • Data Migration: Safely migrating existing paper and electronic documents to your new digital storage solutions, ensuring all your information is consolidated and organized.

  • Protecting your business data is our top priority. We help companies assess their requirements to determine the appropriate security levels based on industry standards and budget, and we implement these solutions effectively.

  • We assess the needs and help you to seamlessly integrate new digital solutions with your existing business applications to ensure a cohesive and efficient workflow.

Cross-Border Operations

Expanding your business across borders can be a complex and challenging process, especially when it involves navigating the financial regulations of different countries. At Clambee Inc., we specialize in organizing and managing financial operations between the US and Canada, ensuring your business remains compliant with the regulations of both nations. Our expertise in cross-border operations helps streamline your financial processes, allowing you to focus on growth and expansion.

    • Financial Integration: We assist in integrating your financial systems to ensure seamless operations between both countries. This includes harmonizing accounting practices, financial reporting, and budgeting systems to maintain consistency and accuracy.

    • Cross-Border Payments: We streamline cross-border payments and transactions, ensuring efficient and cost-effective solutions. Our services include setting up multi-currency accounts and optimizing exchange rates to minimize costs.

  • Compliance with regulations in both countries is crucial for the smooth operation of your cross-border business. Our services include:

    • Regulatory Guidance: We provide up-to-date information on regulatory requirements in the US and Canada, helping you stay compliant with changes in laws and policies.

    • Licensing and Permits: We assist in obtaining the necessary licenses and permits for operating in both countries, ensuring your business meets all legal requirements.

    • Reporting and Documentation: We help you maintain accurate records and documentation to meet regulatory standards. This includes financial statements, audit reports, and compliance filings.

  • Our goal is to help you maximize the efficiency and profitability of your cross-border operations. We offer strategic advice and solutions tailored to your business needs:

    • Market Analysis: We conduct thorough market analysis to help you understand the economic and business environments in both countries, enabling informed decision-making.

    • Operational Efficiency: We identify opportunities to streamline your cross-border operations, reducing costs and improving efficiency. This includes optimizing supply chain processes and leveraging technology solutions.

    • Risk Management: We help you identify and mitigate risks associated with cross-border operations, including currency fluctuations, regulatory changes, and geopolitical factors.

CONNECT WITH US

The journey to financial and operational success begins with a single step. At Clambee Inc., we empower small service businesses with expert financial and operations guidance. Reach out to us and take that first step towards optimizing your financial systems, enhancing your hiring strategies, and seamlessly managing cross-border operations. Let's navigate your business to new heights together.