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We make it our mission to ensure the growth, scalability and transparency of your business by providing expert level financial analysis and advice included in all bookkeeping packages. Let us do what we do best, so that you can focus on what you do best.

HEY THERE!

I'm Anthea

“You've got to tell your money what to do or it will leave” Dave Ramsay

At Clear Margin Consulting our passion is seeing your business grow. We provide financial support and management at all levels including bookkeeping, system set-up and automation,  profitability reporting, budget creation and management, cash flow management and training. Giving you the tools and information to make strategic decisions and grow your business.

Experience
100%
Integrity
100%
Passion
100%

Services

Bookkeeping

  • Software Set-up
  • Invoicing
  • Categorising & entering transactions
  • Bank Reconciliations
  • Automation & Process Improvement Activities

Financial Management

  • Profit and Loss Analysis
  • Revenue forecasting
  • Budget creation and review

Performance Measurement

  • Business and Strategy Analysis
  • Market & Gap Analysis
  • Performance Metrics Implementation

Testimonials

Anthea's investment into the success of the Digital NA program supported the company in meeting its revenue targets while staying within budget. Without Anthea, we wouldn’t have known if we could hire that additional developer or UX designer. We wouldn’t have known how to respond to leadership questions and pressure. Thank you for your collaboration, expertise, and all-around lovely attitude with me and with the team.

Jaimi Bergh

Head of Digital North America, Lululemon
Clear Margin Consulting has been pivotal in the financial framework we have been able to implement at RhinoBill. Anthea's extensive knowledge, analytical approach and questioning mindset has allowed us to look under the hood of our business and catapult a phase of transformation and growth that has already started to produce results.

Josh Bailar

RhinoBill
Our Management team at Chain of Responsibility Consulting, recognise and applauded the attention to detail Clear Margin Consulting have provided in our collaborative projects. It was exciting to see the goals and targets we set be achieved with Anthea’s guidance; delivering Real business value and increased performance and cash flow into the future. We consider Clear Margin Consulting an integral component of our project analysis and quoting , having all the facts in risk and financial exposure at our fingertips ensures success.

Tony Dundon

Chain Of Responsibility
Anthea looked over my business modelling for hiring and made some very insightful recommendations for my business that really helped me consider all the options, including whether I needed to charge more for my service. I would absolutely recommend Clear Margin Consulting for financial analysis and consulting. Anthea’s extensive knowledge and experience is evident through her professional approach and insightful business recommendations. And she also has a fabulous name!

Anthea Frances Falkiner

Bright Spenders

You have the Q's, we have the A's

How we work together depends on the service that is the best fit for your business. We have monthly ongoing bookkeeping packages, 1-1 courses and small group programs. 

You will work directly with me! Anthea! No outsourcing here! 

We understand the importance of getting facetime with your accountant. This is where the real magic happens! That’s why most packages include at least one monthly 1-1 session for you to get answers to all of your questions. 

We have been at this for a while, we are familiar with most accounting software including Quickbooks, Xero, Wave, Freshbooks and Sage. 

Have a shopify store, take square payments and connect to a honeybooks account? No problems, we will integrate all payment and CRM systems with your accounting software to ensure all data is captured and automated when possible. 

In our first discovery call we will dive under the hood of your business, from here we can create a plan for moving forward to recommend products and services that will best suit your business. 

Software

Cash Flow Management

The phrase "Cash is King" has never rung as true as it does in today's fast paced and unforgiving economy.  Cash means growth, it means reliability, it means having a competitive edge above your competitors.

Successful businesses of all sizes struggle with managing and projecting cash inflows and cash outflows. Those that can plan for their future cash flow management are ultimately setting themselves up for success.

Budgeting

"Failing to plan is planning to fail"

A business that doesn't know where its money is coming from or where it is going to isn’t in a position to expand, take advantage of investment opportunities or even make long term commitments to suppliers or clients

Forecasting

Sales forecasting plays a major role in your company’s success. According to research companies with accurate sales forecasts are 10% more likely to grow their revenue year-over-year and 7.3% more likely to hit quota.

 

A sales forecast can assist you to spot potential issues or opportunities while there is still time to mitigate them and use them to your advantage.

Performance Indicators

Performance Objectives or KPI's are the measures your company uses to ensure it is working towards realising its strategic and operational goals. KPI's can assist your business to measure progress, monitor company health and to make adjustments to stay on track towards your vision. 

 

Business Strategy

A strategy sets the direction and sets priorities for your organization. It defines your organization’s view of success and prioritizes the activities that will make this view your reality. The strategy will help your business to make decisions, let people know what they should be working on, and let people know what they should be working on first. 

Cash Flow Management
Budgeting
Forecasting
Performance Indicators
Business Strategy

Working hours

Monday - Friday : 9am - 5pm

955 Thurlow Street, 

Vancouver, V6E 1W5

604 318 9139