Project Background

Geib & Company is a Calgary-based family business that has provided clients across Western Canada with unparalleled accounting, consulting and tax services for over 60 years. Today, Geib & Company is a 20-person full-service accounting firm serving small publicly traded companies, medium and small non-profit organizations, and privately-owned enterprises.

“Traditionally, the reconciliation of investment portfolios is a time-consuming process that requires significant resources during peak periods. Artiffex’s Managed Services offering solves this issue by managing the entire process, allowing us to better use our own internal resources and ultimately better serve our clients.” — Kathleen Dengler, CPA, CGA

Objectives

• Minimize time spent on investment bookkeeping
• Eliminate errors due to manual data entry
• Increase operational efficiency and reduce costs
• Enable a higher level of service to clients regardless of portfolio size

How We Got There

Geib & Company initially engaged with Artiffex for a single project in Fall 2021. Having established trust in the platform, Geib & Company chose to outsource a significant portion of its 2022 tax files to Artiffex’s Managed Services.

“Artiffex’s Managed Services would allow us to quickly and easily take advantage of the platform without adopting new software or training staff. We can reduce risk and overhead costs, scale up or down during peak seasons, and extend our firm’s service offering.” — Kathleen Dengler

Results

Artiffex delivered on every promised metric for Geib & Company — fast turnaround, accurate outputs, and a transparent pricing model. The firm expanded its engagement from a single project to outsourcing a significant portion of its annual tax files, reducing seasonal staffing pressure and improving service consistency.