Frequently asked questions

Frequently Asked Questions

What is NuVest’s experience in the marketing industry?

Answer: NuVest’s team has exposure to multiple industries, from manufacturing to software development, digital design and marketing. Our team is a collection of people with different backgrounds that compile a knowledge base that can answer any accounting issue. Our team has global experience and reach.

WHAT ARE NUVEST’S QUALIFICATIONS?

Answer: Our team consists of accountants with US and Canadian CPA designations.

WHERE IS NUVEST LOCATED?

Answer: NuVest is a Canadian company located in St. Catharines, Ontario, Canada. We also operate offices in Manila, located in the Philippines.

WHAT IS THE LENGTH OF THE TRANSITION PROCESS?

Answer: The transition process will take one month for our office to gain an understanding of your operations. Once we understand your needs, we will develop specific procedures for your firm that will be followed by our accounting team to reach optimal results. During this time, we will visit your operations, study your current accounting systems and implement these changes.

WHAT DO YOU NEED TO CREATE A PROPOSAL?

Answer: To create a proper proposal, we need to understand the volume of your work, the amount of daily, weekly and monthly transactions through the payable and receivable module, and your reporting requirements. We also need to become familiar with your employment base and compensation plans.

What will the document flow look like?

Answer: Document flow is unique to each client. The majority of accounting information today is electronic. For transactions still requiring paper, we will make arrangements to have mail and documents delivered to NuVest. All documents will be scanned and electronically stored. We also offer document storage solutions.

How secure is the record keeping?

Answer: Our accounting software operates on a private server. Access is monitored to limit who is privy to your information. In regular operations, we’ve set up a process of automatic daily backup of your files to ensure that your company information is secure at any time. Offshore operations are paperless and electronically monitored 24/7. Additional policies and procedures ensure security and confidentiality.

Can you advise on taxes and propose ideas for improvements and cash savings?

Answer: Yes, we can provide basic business taxation advice. More complex taxation issues can be referred to one of our partner specialists.

Clients and Teammates;Friends

Our approach at NuVest Management Services is to bring the same competitive advantages enjoyed by large organizations to the small and medium-sized market. We aim to optimize your operations, reduce your costs, and increase the efficiency of your accounting by offering 24/7 service.

At NuVest Management Services, we see our clients as friends and teammates since we are simply an extension of their teams. We work to provide our clients peace of mind when it comes to their accounting and finance needs.

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