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.

Boss Promotions
CATCH Management Services
Creative Nation Academy
KaiFitness For Golf
Allied Marine and Industrial Inc.
StraightArrow Create for the World
Beamreach Properties Inc
BGA Consulting
GetCre8ive Innovation for the Win
Mad About Solutions
Organic Alley Beauty Products
Niagara
Made Media
Residence On First

“At NuVest, Irina Cojocari is a very experienced and well rounded professional. Her business knowledge and commercial understanding is well above the level we expected and also what could be considered as normal. These additional areas of strength resulted in Irina being able to materially improve not only our accounting/ financial processes and reporting procedures but to also streamline and improve many of our key business practices. We are unquestionably a more disciplined, better managed, and more profitable company as a result of Irina’s time and efforts while she was with us. Irina was a true joy to work with and we will be asking for her assistance and guidance on a regular basis as our company moves forward.”

Bob Mitchell
President - Allied Marine & Industrial Inc.

“Nuvest is instrumental to StraightArrow’s growth. Through their financial and management accounting solutions, our leadership is acquiring an important skill we like to call financial intelligence – the ability to understand financial reports and use the information to make the right decisions. Also, Nuvest’s expertise in the outsourcing industry is a source of invaluable business insight and advice. Our company could not have grown from 2 people to over 200 in a few years without a strategic partner like Nuvest.”

Ia del Rosario
Managing Director - Straightarrow Corp - Nuvest Client since 2012

“NuVest Corporation was instrumental in the acquisition of my latest business. They did a thorough job when they performed the necessary due diligence and guided me through the process. Real gave me tremendous support by listening and understanding my needs and with that knowledge of what I envisioned for the business, he helped with funding which then resulted in increasing my revenue by 100% in 5 years.”

Jonathan Gillingham
Founder - Boss Promotions

“I began working with NuVest due to growth related pressures on the accounting side of my business. They have provided me with an extremely organized approach to my business along with reliable, timely reporting – two things which I was not accustomed to. I am happy to recommend the team at NuVest without reservations.”

Bryan Dykstra
Asset Manager - Residence on First

“For anyone needing a bookkeeper, I highly recommend NuVest. They work smart, efficient, fast and their quality service is very affordable. More than that, they understand business.”

Managing Director
Founder - Made Media Inc