Peace of Mind Business Solutions

About the business

Peace of Mind Business Solutions — POM for short — is a bookkeeping and back-office firm with an office at 6 High Street in Carleton Place and a second one at 2039 Robertson Road in Nepean, on the west side of Ottawa.

It handles bookkeeping, payroll, tax preparation, training and coaching, and fractional CFO work for small businesses.

The firm states its belief plainly: every service, from day-to-day bookkeeping to high-level advisory, rests on the idea that when your books are in order, your business can truly flourish. Its services are offered across Ottawa, the province of Ontario and the rest of Canada — the site says it works with businesses in every province and territory, from Vancouver Island to Newfoundland, using secure remote tools. Separate service lines exist for contractors and trades, and for medical practices.

Non-profits and charities are a specialism of their own. POM tracks restricted funds, donations and grants, prepares reports to the standards the Canada Revenue Agency expects of registered charities, supports annual filings including the T3010 return, and builds budgets and cash-flow forecasts around grant cycles and fundraising campaigns. Clean-up and catch-up work is part of the offer for organisations whose books have fallen behind; their own FAQ says onboarding usually takes two to four weeks.

Lisa, the senior bookkeeper and president, writes that at thirteen she saw what business ownership cost her father, an entrepreneur who taught her the importance of evaluating profitability, and that her own path began as a teenage bookkeeper. She later worked as a financial consultant for publicly traded companies, managed bookkeeping for mid-sized manufacturing businesses and spent many years at one of the Big Four accounting firms. She is a certified professional bookkeeper, a certified ISO Internal Auditor, and has completed Harvard Management Training in Process Improvement and Change Management. Three bookkeepers are listed alongside her in the team section of the partnerships page. The firm displays QuickBooks Certified ProAdvisor, Certified Professional Bookkeeper and Canadian Institute of Bookkeeping credentials, and is listed in the directory of the Carleton Place & District Chamber of Commerce.

UAFest lists Peace of Mind Business Solutions as a sponsor for 2024 and 2025.