FAQ

General questions

operiō is a comprehensive accounting consulting service offer for SMEs. Its simple approach aims at minimizing administrative and accounting tasks so companies can focus on their core activities. We offer a platform for entrepreneurs who want to take advantage of new technologies as well as Raymond Chabot Grant Thornton’s network of experts so they can improve their efficiency and their performance.

Absolutely! operiō uses the most rigorous and sophisticated cloud computing security systems.

Different measures have been taken in order to protect the confidentiality and integrity of your data and to make sure you have peace of mind:

  • All new partners submit to a thorough security investigation in order to detect any problems before sharing your data with them.
  • We demand that our partners comply with industry best practices and use the most sophisticated security infrastructures. We also run extensive tests on a regular basis.

Whatever the growth rate of your business, operiō offers continuous, proactive guidance.

operiō is constantly connected with Raymond Chabot Grant Thornton, a leader among Quebec’s top accounting firms, which gives you access to a whole range of experts that provide “à la carte” services (certification, consulting, tax issues, etc.).

operiō’s objective is to free you from your daily tasks with regards to accounting so that you can concentrate on your main activities. Once you’ve made the decision to switch to operational intelligence, about 2 to 4 hours of your time will be required get on board. Afterwards, both your billing and your payments will be simplified. Take pictures of your expense receipts with your smartphone and upload them to us, we’ll take care of the rest.

From the start, there are no surprises. Together we’ll determine your needs so we can establish a monthly fee in line with your situation.

We are currently only accepting pre-authorized banking payments. A simple method that will ensure you are never late.

  • Bookkeeping: Keep your books updated thanks to the apps and our customized processing service.
  • Accounts receivable management: Track your billing to plan your operational decisions. Proper management of receivables reduces the risk of cash flow issues.
  • Accounts payable management: Your suppliers are your business partners. Cash flow management is best achieved by planning upcoming payments and complying with terms. Transferring payables management to operiō will ensure your suppliers’ satisfaction while taking full advantage of your terms and potential savings for early payment.
  • Payroll management: Payroll is a complex process that is crucial for both the company and its employees. operiō takes care of every detail – all that’s left to do is add your final approval before payment.
  • Expense account management: You and your employees have client- and work-related expenses. Rigorous monitoring of your expense accounts will allow you to keep track of costs at all times.

Whether you’re using accounting software or Excel files, we will migrate all your financial data on our apps and recommend the best solution for your needs. This is key to establishing our future working relationship.

Like every entrepreneur, every business is unique. We are aware of this fact and have adapted our service offer so we can best fulfil your needs. Right from the beginning, operiō will determine your specific needs and will offer a customized modular solution, based on your reality.

Since operiō is a comprehensive accounting consulting service, we will provide our support for all your business obligations. This includes rules and deadlines implemented by the various levels of government, as well as industry regulations.

You can indeed assign more than one person with different authorization and access levels depending on your preferences.

A personalized training on the use of operiō is provided during the on-boarding process. We will accompany you so that you fully understand and control your new tools. The more this training is adapted to you, the more skilled you will become to take full advantage of the platform. Once the on-boarding process is completed, you will have access to technical support at all times.

Your dedicated advisor is a member of the operiō team, which is composed of highly qualified accountants ready to establish a professional relationship with you.

Your dedicated advisor will provide guidance, year-round, for the growth of your business. He or she will keep you informed about important issues that could affect to your decision-making and about your financial situation, so you can better plan your projects and attain your objectives as an entrepreneur. In addition, he or she will review your personalized dashboards, and help you plan your budget and manage your working capital.

You can find out his or her availability directly through the hyperlink of his/her signature or via your ClientSpace. You will then be able to schedule a call at your convenience.

operiō offers you the most recent technologies with regards to communication for optimal flexibility and accessibility. We use videoconferencing software to ensure maximum efficiency.

You can communicate with one of our analysts from the sales and customer relations centre (SCRC) by phone at 1-844-9OPERIO (1-844-967-3746) or by chatting via our website. The agent will then be able to connect you to the right specialist. You can reach our SCRC agents from Monday to Friday, 8 a.m. to 5 p.m.

Technical questions

The Canada Revenue Agency (CRA) and Revenu Québec both require that all taxpayers sign these forms for legal reasons. The forms authorize us to represent you before the government authorities (e.g., consumer taxes, payroll deductions, etc.).

Your ClientSpace contains all your operiō services and is accessible via different platforms including your computer, tablet or smartphone.

QuickBooks Online is software accessible thought the cloud network. The application is available through your computer, phone or tablet. It’s supported by most Internet browsers (Google Chrome, Internet Explorer, Mozilla Firefox, Safari) as well as various operating systems (Windows, Mac OS).

There is nothing simpler than changing your accounting software. An operiō specialist will gladly take charge of most of the steps for the integration and migration of your financial data to QuickBooks Online. You will not lose any of your data during the process and will have access to your online accounting at all times.

You can take advantage of operiō by implementing our services into your existing system. Wherever you are, operiō will make sure you get the right start. We pride ourselves in being versatile and our process is synonymous with ultimate quality.

Whether commuting or at the office, your financial data is totally accessible. Access your ClientSpace using your smartphone, your tablet or your computer. Having your business data available, at all times, will let you focus on what matters most.

Transmitting your documents is very simple: take a picture of your slip or receipt and upload it to your account. operiō takes care of the rest (processing and filing).

Following a change of password on your financial institution’s online platform, you will have to get in touch with your dedicated advisor in order to update your banking connection on Quickbooks Online.

It is a powerful data banking process that is operated on remote computer servers. They are connected online. operiō uses the most rigorous and sophisticated cloud computing security systems to ensure your information is safe at all times.

E-accounting is interactive accounting done using web applications. This means: no cost to set up, update, share and store data. Everything is based on an easily accessible web application that requires no maintenance from your part.

operiō keeps all your documents in your ClientSpace in the documents section. You can access them at your own convenience, at all times, all year long, from your computer, tablet and even your smartphone.

For optimal performance, we recommend using a high-speed Internet connection and a computer equipped with the most recent version of the following browser: Google Chrome, Internet Explorer, Mozilla Firefox, Safari and also one of these operating systems: Windows or Mac.

The infrastructure and the security system are in our cloud platform. An Internet connection is therefore required in order to access our applications.

Management tips

Cash flow management is crucial for the survival of your business. There are many ways of achieving it. For instance, by making sure your clients pay you before you pay your suppliers, your cash inflow will ensure an easier outflow. Talk about it with your dedicated advisor.

The entrepreneur is at the heart of his business and nobody knows it better than him. Making sure you have a succession plan is a way to keep your business running. Your succession plan should contain your important questions and objectives to facilitate the transfer of your property. Our network of experts will be more than happy to help you in this process.

With all the time invested in managing your business, it can be easy to forget your competitors. A free market creates a competitive environment that creates pressure on everybody to create a better product or service. Be aware of the changes in your field and analyze how your competitors adapt to it. Identify what makes your service unique and keep that advantage evolving. Your advisor can help you keep an eye on the competitive field.

Each client has a unique perception of your service. Ask for feedback and comments from your clients and see how this affects your business. By keeping track of client satisfaction, can make sure your service or product remains competitive.

Make sure your key suppliers offer services and products that are competitive. Ask yourself these simple questions:

  • Do I have the best prices?
  • Is the quality up to my expectations?
  • Do they comply to their terms?
  • Can I negotiate with them?
  • Do I trust them and do they trust my company in return?
  • Am I eligible for discounts?

Your business is an independent economic entity that has its own set of rules to respect. Plan your deadlines and payment dates ahead so you don’t have to compromise your situation. These legal obligations are a serious matter and can come with penalties that can cost you time and affect your cash flow. Your dedicated operiō advisor can help you plan the important deadlines for your company and your field.