“Fast, accurate and secure – Artiffex delivered on the promised value its outsourcing service would have for our firm.”
– Kathleen Dengler, CPA, CGA – Assurance Partner, Geib & Company
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 that provides services to small publicly traded companies, medium and small not-for-profit organizations, and privately-owned enterprises. Geib and Company engaged Artiffex to offload their investment portfolio reconciliation.
“Geib & Company’s long-term success is due to our team’s ability to understand the problems and challenges our clients face in an increasingly complex business world, and a dedication to constantly looking for ways to effectively streamline our internal processes to better serve our clients and manage our Firm,” said Kathleen Dengler, CPA, CGA, Assurance Partner, Geib & Company. “Traditionally, the reconciliation of investment portfolios is a time-consuming process that requires significant resources during peak periods throughout the year. Artiffex’s outsourcing offering solves this issue by managing the entire process, allowing us to better use our own internal resources, scale up and down accordingly, and ultimately better serve our clients.”
- Minimize time spent on 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
The Measure of success
“Fast, accurate and secure – Artiffex delivered on the promised value its Outsourcing Service would have for our firm. They have been a true partner throughout the engagement, earning our trust through transparency in pricing and spending the time we needed to ensure the process and outputs are aligned with the specific needs of our firm. We look forward to our continued collaboration with the Artiffex team.” – Kathleen Dengler, CPA, CGA, Assurance Partner, Geib & Co.
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