Why Client Satisfaction is Everything in Bookkeeping
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For entrepreneurs and small business owners, accurate and timely financials are essential. From tax season to day-to-day decision-making, knowing your numbers can mean the difference between stress and success. As Ottawa’s business landscape becomes more competitive and complex, our clients are looking for more than just basic bookkeeping—they want a partner they can trust.

That’s why at Plus Advisors, client satisfaction isn't just a metric—it’s our mission. A high rating isn’t about bragging rights; it reflects our values, our processes, and our commitment to building long-term relationships.

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How Plus Advisors Achieves a 90%+ Client Satisfaction Rating

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1. Listening, Learning, and Improving

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We don’t just provide a service—we listen. Every client interaction is a chance to learn, adjust, and do better. We actively ask for feedback at regular intervals and use it to fine-tune everything from onboarding to reporting. Our clients' insights help us build better systems, improve turnaround times, and continuously exceed expectations.

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2. A Team That Feels Like Part of Yours

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Bookkeeping is personal. That’s why we assign each client a dedicated bookkeeper who gets to know their business inside and out, with additional oversight from our team leads to ensure consistency and accuracy.

Whether it’s monthly financial statements, payroll, or year-end prep, our team is proactive, responsive, and always a quick message away. We aim to make bookkeeping feel less like a service—and more like an extension of your business.

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3. Systems That Keep You Ahead

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We don’t just keep up—we get ahead. Our tech-forward approach means you’ll always have access to real-time financial data, simple dashboards, and secure document sharing. We integrate seamlessly with platforms like QuickBooks Online, Wagepoint, and Dext, so your financials are always at your fingertips.

Key benefits our clients love:

• Fast, clear monthly reporting
  
• On-time payroll and remittances
  
• CRA-compliant year-end support
  
• Clean, organized books—always audit-ready

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4. Support That Doesn’t Stop After Year-End

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At Plus Advisors, our service doesn’t end with a report. We offer guidance year-round to help clients make informed decisions. Whether it's navigating a cash flow crunch, planning for growth, or optimizing for taxes, we’re always ready to lend a hand.

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Why Businesses Choose Plus Advisors - Plus Advisors was built with one goal: to help entrepreneurs thrive by making bookkeeping stress-free, strategic, and surprisingly human. Our high satisfaction rating is a reflection of the relationships we build, the trust we earn, and the results we deliver. If you're looking for a bookkeeping team that’s proactive, precise, and personally invested in your success, let’s talk.

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