CASE STUDY:

Transforming Copper Niisüü Limited Partnership’s Accounting Operations

Copper Niisüü Limited Partnership is a growing organization with expanding operational needs and increasing financial complexity.
Prior to engaging LedgerLine as their fractional CFO,
the company relied entirely on manual, paper-based systems for their bookkeeping. All cheques were handwritten, there were no corporate credit cards, and the accounting software was inaccessible to the management team. As a result, financial reporting was significantly delayed—audited financial statements were one year behind schedule.

The Challenge

Copper Niisüü Limited Partnership had a manual accounting environment that created several issues:

  • Inefficient payment process: All payables were handled by physical cheques and manual signatures.
  • Lack of transparency: Management had no real-time access to the company’s financial data.
  • Delayed reporting: The absence of digital systems made it difficult to prepare timely financials, delaying the audit cycle.
  • Poor document control: Supporting documents were stored on paper, making reconciliations and variance analysis time-consuming.
  • Time delay for audited financial statements: It took over a year for the current auditor to complete the audit.

LedgerLine’s Solution

LedgerLine accounting in Whitehorse, Yukon stepped in to modernize Copper Niisüü’s financial operations through a full-scale digital transformation:

Digital Payables through Plooto

We implemented Plooto to streamline accounts payable. Payments are now initiated and approved electronically via email, supported by an automated approval workflow that provides clear audit trails and internal controls.

Flexible Corporate Spending with Float

To replace manual reimbursements and cheques, Float credit cards—both virtual and physical—were introduced. These provide exceptional flexibility for staff spending, while maintaining real-time visibility and control over expenses.

Migration to QuickBooks Online (QBO)

LedgerLine transitioned Copper Niisüü from a desktop system to cloud based accounting software
QuickBooks Online, allowing management to view financials anytime, anywhere. All supporting documents are now digitally embedded in each transaction, improving transparency and making profit-and-loss variance analysis faster and more accurate.

Auditor Engagement and Compliance

We facilitated a Request for Proposal (RFP) process to select a new audit firm, ensuring the organization’s financial reporting is back on track and compliant with deadlines. Putting in place strict timelines before the audit begins.

Future Initiatives: Budgeting & Cash Management

With the accounting foundation modernized, LedgerLine is now developing a comprehensive budgeting framework to improve cash flow management and long-term financial planning.
Also, a weekly liquidity snapshot so everyone understands where the organization stands weekly in terms of cash and accounts payable and receivable.

The Results

Time Saved: Streamlined and paperless cloud accounting processes means the leadership team no longer has to convene for sign off, less time is spent on month-end and they enjoy a timely and organized audit preparation.

Reduced Costs: Stronger internal controls and approval workflows allowed them to reduced staffing needs and lower the costs required to manage their financials.

Better Information: Enhanced financial transparency and management access through cloud accounting software improved cash-flow, compliance and gave real-time insights for decision-making.

By introducing integrated digital tools and modern workflows, LedgerLine accounting in Whitehorse, Yukon transformed Copper Niisüü Limited Partnership’s accounting operations from manual and reactive to automated, transparent, and forward-looking. The partnership is now positioned for sustainable growth with reliable, real-time financial insight.

In Their Words

“Modernizing our accounting operations with LedgrLine has been a game changer. What once required hours of manual work is now efficient, transparent, and built for growth. Our leadership team is able to focus on strategic planning—and the impact has surpassed our expectations.”

Logan Freese

Executive Director Copper Niisüü 
Whitehorse, Yukon

A foundation for the future of Copper Niisüü Limited Partnership

Copper Niisüü’s move from paper-based chaos to a fully digital, efficient accounting system completely changed how their team operates. If this sounds like what your business needs too, connect with us, we’d love to help you get there.

Let's Talk

If your organization is facing similar challenges, we’d be glad to help. LedgerLine partners with leadership teams to bring lasting clarity, control, and financial confidence.

Reach out. We’ll show you what’s possible.