Working with Plan by Numbers has been such a great investment over these last several years. The team has made the dreaded task of book keeping easy and efficient for my business. And in addition Erika has helped me to take control of my own profitability, by paying myself first, something I find most business owners don’t actually do. Her focus and attention to the mental shifts that need to take place have been fabulous and it makes me feel great to see my profits growing consistently and never worrying about how I pay my expenses as it’s already accounted for each month. I would highly recommend to remove the stress of book keeping and have a team of highly competent individuals supporting your business.
Plan by Numbers has been crucial to bringing the accounting of my two companies up to date and helping us navigate what CRA throws our way for the past few years. I keep thanking them for not giving up on me. I would not hesitate to recommend them to any fellow construction business out there.
Just wanted to send you both a quick note to tell you how much we appreciate working with you. Growing is not easy, but having people such as yourselves on our team gives us confidence that we can do it well. So, thanks for supporting us through all the emails, questions, convos… slowly but surely a more mature, streamlined version of our business is emerging!
I tried a conversion to Quick Books Online about 4 years ago, I switched back after 2 weeks. So, I was skeptical about trying it again. Erika assured me she would test everything in advance and the conversion would be smooth. She took the time to understand our requirements, she contacted our POS software supplier to understand the challenges of moving data between the 2 systems.
She developed an easy process to move the data. The transition happened smoothly, and the support afterwards was instrumental in getting us comfortable with the new software.
Erika has a rare ability to explain financial processes without all the financial jargon. We’ve been on QBO for 5 months now, we wish we’d know Erika 4 years ago so we could have enjoyed the benefits of QBO longer. In hindsight, Plan By Numbers did have the foresight, to make the transition seamless.
I’d highly recommend Erika for any QBO and bookkeeping requirements your business has.
Working with Erika is one of the best decisions I made when I set up my corrective exercise program for professional women stuck behind screens. My business is fully online, and I have clients throughout the world, so getting my invoicing, tax, and other elements set up properly right from the start was really important. As a new online bizowner, Erika was able to help me WITHOUT me having to ask all the right questions – because I didn’t even know what questions to ask. Erika is uber professional and quick, really knows her stuff, and cares that my business is set up for success. I highly recommend Erika and her team at Plan By Numbers.
We have been a client of Plan By Numbers for a few years now and they are fantastic. They took the time to understand our needs and the service they provide is extremely valuable. They keep us organized and ensure our accounts are up to date and accurate. We cannot recommend them highly enough.
Wow Erika, this [concept of paying yourself and your company first] was jaw-dropping !! (even though some suggestions or examples are still a bit fuzzy for me. ..not sweating it because with God’s help & your brilliance, I’m covered ;-))
I am so excited and can’t wait to get started implementing all your suggestions. I LOVE systems and structure and am smart enough to know when I am not smart for a certain area. So thank you for sharing your number/system/planning brilliance with me.
Erika came to us at a time when our business was changing and growing, her guidance and knowledge has helped us to navigate a successful path for many, many years now. As a creative person, finances are foreign to me, so I am grateful to have someone that I can trust and rely on, so we can focus on doing the things that we do best! I love that I can reach out to Erika and her team at anytime, for advice and help with the simplest matters, as well as the complicated issues that need attention right away. Plan by Numbers is not just a professional and knowledgeable team, but they are a caring team dedicated to our company’s success and growth! Sputnik means “traveling companion” and they are a vital and reliable partner in our journey.
Before working with Erika, I was handling all of the bookkeeping tasks for my moving business. I did this for almost 4 years! Keeping track of expenses and running payroll was extremely time consuming and it turns out I was making lots of mistakes in the process. As a business owner who understands the importance of scaling and delegating, I knew that I had to find a bookkeeper who could be more hands-on and knowledgeable than I could ever be. Luckily, a business associate of mine introduced me to Erika of Plan By Numbers. Within months of working together, Erika has been able to rectify a lot of the mistakes that I was making and she has helped me implement new systems so that all I really have to do now is drag and drop files and she pretty much handles the rest. We now have accurate monthly budgets. cashflow projections and our payroll runs very smoothly and on time. Having someone like Erika handling the books has allowed me to focus on tasks like marketing, sales and business expansion. It is great to work with Erika because it feels like we now have a numbers expert that we can turn to and it truly feels like she is part of our team.
Meeting you has definitely been one of the really fantastic things that has happened through all of this. You are thoughtful, wise, pragmatic, well-connected, diligent, and kind. You are working behind the scenes doing wonderful things that are so meaningful to me and my business. Your way of gently pushing things forward with respect and kindness and even a bit of humor, make what I consider to be the yuckiest part of business not so bad.
Before working with Erika and her team I constantly felt unsure and anxious about the state of my business finances. Now I sleep easy every night knowing that everything is organized and accounted for. I know that my books are done properly every single month which means financial planning, tax time (and even a surprise audit) have been a breeze! If you want to be able to focus on running and growing your business rather than worrying about the state of your books, then hire Erika immediately!
The Plan by Numbers team has been an exceptional addition to our agency. They understand the nuances of our business, dig into the details, and have helped create structure and process amongst many moving parts. Without a doubt, they have made our business more efficient — and have proven to be a true partner at our side!
We believe in small business as a life choice. Entrepreneurs rock!
We believe money is a business’ lifeblood and needs to be treated as such. Pay attention to it!
We believe financial data management is the soundest way to a financially healthy business.