Financial Services
Strategic financial planning for Safe Harbour
Cleaned up Wave accounting records and established ongoing bookkeeping, statement preparation, and financial operations support for Safe Harbour.
Safe Harbour
Executive team
Senior living facility
01
The problem
- Financial records in Wave needed cleanup before accurate statements could be generated.
- Existing finance processes were inefficient and time-consuming.
- The executive team lacked timely financial statements for compliance and planning.
02
The engagement
- Assessed financial records and processes for cleanup needs.
- Categorized and recategorized transactions, corrected journal entries, and resolved discrepancies.
- Prepared balance sheets and income statements.
- Staffed ongoing bookkeeping and accounting support in Wave.
03
Outcomes
- Financial records became cleaner, organized, and more accurate.
- Leadership gained timely statements and better financial visibility.
- Administrative burden dropped so staff could focus on operations.
- Management gained confidence that finance operations were maintained by experienced professionals.
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