Partners & Software
Adam Pulla
Financial Advisor
KAAP Financial
Office: 416-333-8575
Email: adam@kaapfinancial.com
https://www.kaapfinancial.com/
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Founder of KAAP Financial Group with total assets under management of approximately $100,000,000, Adam comes with 15 years of experience in the finance sector. One of Adam’s main focuses is building long-term relationships with all of his clients. With a mandate of quarterly reviews, and prudent advice, Adam’s clients continue to reap the benefit of following a process for continued growth. Adam has access to industry professionals who assist in the process including accounting, tax mitigation, investment management, and intergenerational wealth management.
Orion Technical
Cloud Consulting
Doug Menzies
Solutions Architect Orion Technical Email: dmenzies@oriontechnical.ca
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Orion Technical is a discover, design, build, and train solution for businesses with Office 365. Working with cloud architecture, Orion can help your business staff collaborate and save time while securely giving your customers tools and priority access to shared data.
Leverage the tools you already own that will grow and develop as your business needs require.
Put your head in the clouds with OrionTechnical
Quickbooks Online
Benefits:
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Canada's #1 cloud accounting software
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Automatic Backups
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Strong Reporting capabilities
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Features small business owners appreciate like mileage tracking, payroll, customer credit card payments for invoices and a mobile app!
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Learn more about QuickBooks Online here: Features | What Is QuickBooks? | QuickBooks Online Canada (intuit.com)
Dext
Benefits: ​
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Stores records in the cloud for 10 years
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Simple mobile app drastically reduces manual labor & data entry
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Paperless system eliminates physical filing (no more shoeboxes or bags of receipts laying around the office!)
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Integrates with QBO and attaches the image of your receipt to the transaction, so that you are always prepared in the event of an audit
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Expense report capabilities and document fetching make organizing and collecting critical business documents simple and efficient
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Learn more about Dext here: Collect and extract your paperwork with 99% accuracy | Dext Canada
WagePoint Payroll Service
Benefits: ​
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Accurate payroll calculations, easy to use, and cost-efficient payroll services
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Online portal for employee access to paystubs & year end forms
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Maintains Record of Employment forms as well as year-end compliance
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Direct Deposit payments to employees AND contractors
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Automatic Source deduction payments to CRA… never be late again!
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Learn more about Wagepoint here: Payroll Software in Canada | Wagepoint
