Great Business Solutions Start with You
I provide finance management, create systems and workflow solutions, to fit your organization
On-demand finance management is a perfect fit for small and growing businesses looking to have timely business financial reports.
Our services
Bookkeeping
From basic monthly bookkeeping, financial reports, sales tax filing, to finance management as a service.
Payroll
Employee pay processing, payroll administration, and compliance, for organizations of any size.
SaaS
I manage financial, payroll, backup SaaS (software as a service), and have partnered with several vendors.
About me
Bruno Trigo
I'm the owner and got started in finance while managing Trigo Foods Ltd., a produce wholesale/distribution company that I founded in 2012.
Here I extended my business management skills. As an operator of a startup with limited funds, I had to create several systems and solutions that were both efficient and cost-effective.
I found a renewed interest in problem-solving and developed a passion for bookkeeping and cloud services. This firsthand experience and years of searching for creative and efficient solutions culminated with founding Coastal Ledgers Bookkeeping & Consulting.
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Privacy Policy
Your Data
Coastal Ledgers does not sell any information collected from clients.
Personal information submitted through forms will exclusively be used for the purpose of replying to any inquires, and not used or kept for any other purposes.Payments
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For more information, see Stripe’s Privacy Policy.Appointments
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Terms & Conditions
Exclusive to Finance Management Consult
Cancellations
Cancellations can be requested in writing, anytime before the questionnaire is submitted.
To request yours, complete this form.Refunds
If the questionnaire is not completed within 30 days of payment, an offer for a refund will be sent.
For more details, see Stripe's Support Page.Payments
Our website uses Stripe to process payments. Stripe may use cookies and similar technologies, i.e. for fraud detection and prevention.
For more information, see Stripe’s Terms of Service.Privacy
Coastal Ledgers does not sell any information collected from clients.
Information provided for the delivery of this service will exclusively be used for that purpose.
For more information, see our Privacy Policy.
Coastal Ledgers Bookkeeping, been operating since October 2016
Some of my Clients & EmployersGreater Victoria Harbour Authority
Financial Analyst
2019–2020
Victoria, British Columbia, CanadaDestination Greater Victoria
Specialist, Finance and Corporate Services
2018–2019
Victoria, British Columbia, CanadaSecurity House Accounting Services
Manager, Cloud Solutions
2017–2019
Victoria, British Columbia, CanadaTrigo Foods Ltd
owner/operator
2012–2016
Victoria, British Columbia, CanadaCafé Brio
Sous Chef
2008–2012
Victoria, British Columbia, CanadaThe Old Quay House
Sous Chef
2007–2008
Fowey, Cornwall, United KingdomChef/Cook
Training
2000–2007
Cardiff, Wales, United KingdomHospitality Management
Front Of House
1998-2000
Sintra, Lisbon, Portugal
Some of my Professional QualificationsFinancial Modelling & Valuation Analyst
Corporate Finance Institute FMVA
2019
Online, Vancouver, CanadaCertified Professional Bookkeeper (CPB)
Certified Professional Bookkeepers of Canada
2017–2024
Victoria, British Columbia, CanadaFinancial Analysis Fundamentals
Corporate Finance Institute
2020
Online, Vancouver, CanadaMicrosoft Dynamics GP
Encore Business Solutions
2020
Online, CanadaWorking Effectively With Indigenous Peoples
Indigenous Corporate Training
2019
Victoria, British Columbia, CanadaQuickBooks Online
Pro Advisor Advanced Certification
2018
Online, CanadaHubdoc
Certified Bookkeeper
2017
Online, CanadaBasic Accounting Skills
Principles and Processes (PACS3168)
2013
Royal Roads University, BC, Canada
Software As A Service
I can manage your financial SaaS
I have partnered with multiple software providers and am certified by many and will work with you on how to best take advantage of your applications to create the perfect workflow for your organization. This includes:
Billing you directly and ensure you are paying for what you need and use
Software onboarding and setup
First point of contact to support users and facilitate escalation to the software provider
Technical help for API connections, backups and restore
Training on how to use the software to your organization-specific needs
I have partnered with:
Finance Management Consult
with Bruno Trigo
Do you use QBO, Xero, FreshBooks, Stripe, Square, Hubdoc, Dext, Plooto or any other software as a service for the finance functions of your business activities.
Would you like to better use these tools to free your time and optimize the cost?
I offer this consult that will help you achieve this. It includes:
Questionnaire to determine where you're at now
Preparation of finance management workflow
One hour meeting to discuss your requirements, best practices, and answer your questions
Applicable taxes, processing fees, and promo codes added at checkout
Thank You for Booking Your Consult
Before I confirm the requested date and time, please complete this assessment
Payment methods
Direct Debit
Direct debit payments can be set up by requesting a self-serve link
EFT
Payments by EFT can be sent using the bank account details available in the document linked below
Interac e-Transfer
Send e-Transfers to [email protected]
Please include the invoice(s) number(s) that you are paying for
Stripe Portal
Use the link below to pay using credit card, or update the details you have on file with Stripe
Recurring Payments
To request set up for ongoing recurring payments by credit card or direct debit (PAD) for your fixed fee bills from Coastal Ledgers, please add your details below