After two decades in the accounting industry, Tanis Young was tired of daily commute. She launched Maven Bookkeeping 14 years ago from her home in Okotoks, Alberta, with a clear vision: to build a fully digital, flexible bookkeeping firm that worked for her life and her clients.
Today, Maven Bookkeeping serves businesses across Canada with a remote team and a streamlined approach to financial operations. According to Tanis, her ability to scale and thrive wouldn't be possible without the right tech stack — and Plooto sits at the heart of it.
Before using Plooto, managing accounts payable was a significant time drain for Tanis and her team. Between gathering approvals, issuing payments, and tracking everything manually, the process was far from efficient.
Plooto has helped Tanis run her firm the way she envisioned it: without a physical office and without compromise.
“There’s no way I could be a business this size in a paper-based world without being in an office and hiring more staff,” she said. “With Plooto, I can work from anywhere—and so can my staff.”
That flexibility is foundational for how Maven Bookkeeping operates today. “I’m not concerned about where my team is; I just care that the work gets done. Tools like Plooto make that possible.”
While the idea of new software can be intimidating at first, Tanis says once her clients get used to Plooto, they never look back.
For Tanis, the shift to digital isn’t just about convenience. It’s also about security.
“I would tell other accountants that the transparency and flexibility Plooto offers helps limit the ability for fraud to happen,” she said. “Now there’s a digital paper trail. Documents go into QuickBooks, into accounts payable, and only then into Plooto. Nothing gets paid without supporting documentation.”
That transparency also benefits businesses with teams or signatories spread out across the country. “It works especially well for businesses that aren’t centralized,” Tanis added. “Having digital approvals means location is no longer a limitation.”
In the end, Plooto doesn’t just help Maven Bookkeeping save time; it helps the business grow.