Over the years, we have worked with hundreds of not-for-profit, public and private sector organizations.

We feel grateful for the opportunity to show clients how to advance their objectives and achieve results.

At OTUS Group, we value testimonials as a symbol of trust from clients who have benefited from our financial management, enterprise risk management, Virtual Chief Executive Officer, and other services.

We look forward to continuing to earn the trust of our clients and championing their successes.

Bernard Gervais, President & CEO, COPA (Canadian Owners and Pilots Association)

Canadian Owners and Pilots Association

I found that working with OTUS has been above my expectations.  Strategic reviews and exercises are sometimes tedious and the focus can easily be lost.  Not in this case. The professionalism of the OTUS people working with us, their in-depth knowledge but overall, taking the time to understand our very nature and to genuinely help us has made the difference.

All this professional work done in a very friendly atmosphere that makes my team more productive during the work sessions.

Bernard Gervais
President & CEO, COPA (Canadian Owners and Pilots Association)

COPA (Canadian Owners and Pilots Association)

 

Habitat for Humanity

Our virtual CFO from OTUS Group was hired at a time of change and flux at our affiliate. Our financial processes and systems needed significant improvement and modernization.

Richard has come on board with a passion to help us advance our operations, increase efficiency and ultimately save money and time.

My decision to hire Richard was not made lightly, but I have not regretted it for a moment. Richard’s expertise is now an invaluable asset to me and our organization.

I highly recommend OTUS Group to other Habitat affiliates who could benefit from improved financial management.

Alexis Ashworth
Chief Executive Officer (CEO), Habitat for Humanity.

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Canadian Water and Wastewater Association

It is without hesitation that I can write this testimonial for the services of the OTUS Group.  When I took on the role as executive director here at the Canadian Water and Wastewater Association I found an organization in critical condition and in great need of an administrative overhaul.  It was almost overwhelming and I didn’t know where to start.

The financial and human resource review conducted by the OTUS team was thorough and honest and set a course to ensure our continued existence as a national association.  You then oversaw the full implementation of that plan that I believe saved our organization.  We now have the information we need to make informed business decisions.  We also work smarter and more efficiently; allowing us to focus our time and resources on our true mission - serving our members.

The OTUS Group continues to provide critical services to CWWA through efficient and reliable bookkeeping services and the insightful guidance of our Virtual CFO.  The OTUS team members have become full members of our CWWA team.  There is no question that we get value for our dollar.

We know that we are a far better not-for-profit corporation because of the support we receive from the OTUS Group, but perhaps the best evidence was the reaction of our auditors.  Upon receipt of our revised financial accounts, our auditor’s first comment was a simple “Wow!”   They followed that with a dramatic reduction in our final audit fee as our process and books were that much more organized and accurate.  Our investment in the OTUS Group is already providing a significant return on investment.

I have already recommended the OTUS Group to my colleagues in the not-for-profit sector and I would gladly provide a reference for this team any day!

Sincerely,

Robert Haller

Executive Director, Canadian Water and Wastewater Association.

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Canadian Hatching Egg Producers

In December 2013, CHEP engaged the OTUS Group to complete a Business Strength Assessment (BSA). This assessment provided valuable insights and many useful and practical recommendations for our organization.  I would recommend OTUS Group and their BSA to anyone seeking an outside perspective on their current business practices.

Giuseppe Caminiti

General Manager / Directeur général, Canadian Hatching Egg Producers / Les Producteurs d'oeufs d'incubation du Canada.

CHEP

 

 

Association of Consulting Engineering Companies | Canada

The Operational Review completed by the OTUS Group provided valuable insights into the core functions of our business and provided us with specific performance indicators and industry benchmarks. The exercise was extremely worthwhile.

Susie Grynol

CAE Vice President - Policy and Public Affairs, Association Of Consulting Engineering Companies.

Association of Consulting Engineering Companies

Forum for International Trade Training

We chose OTUS Group to help us define a new business model, and to provide an objective assessment of our financial management operations.   Their business advisory services were insightful and delivered excellent value, and their recommendations have helped us out significantly.

We plan on hiring OTUS Group for our next project, and we would not hesitate to recommend OTUS Group to other organizations.

Caroline Tompkins
President/CEO, Forum for International Trade Training.

Forum for international trade training

Laurysen Kitchens

OTUS Group identified approximately $27,000 per year in savings in credit card merchant fees. We are exceptionally pleased with the outcome of the assessment and would definitely recommend OTUS Group to other organizations seeking to reduce their credit card fees.

Jim Gorman
Controller, Laurysen Kitchens.

Ottawa Regional Cancer Foundation

In 2011 the Ottawa Regional Cancer Foundation opened Canada’s first Cancer Survivorship Centre – offering Cancer Coaching programs to people living with cancer.

The Cancer Foundation has worked closely with the team at OTUS for more than six months, developing important guidelines and protocols for the day-to-day operations of the new Maplesoft Centre.

OTUS Group responds quickly and effectively to all our needs providing practical solutions for our operations, and has been an important partner for the Cancer Foundation.

Lucie Châtelain
Vice-President - Operations, Ottawa Regional Cancer Foundation.

Peter Dudding

Child Welfare League of Canada

We found the Business Strength Assessment to be very valuable for our organization. It challenged us to really think about our current processes and how they could be improved for greater outcomes. From the short assessment, OTUS was able to understand many of the underlying challenges facing our organization and provide us with valuable recommendations. The recommendations included both items we had never considered before, and improvements to processes and procedures we had not been aware of – that we now recognize as industry best practises. The assessment offered an immense amount of value and advice on how to strengthen our organization.

Peter Dudding
Chief Executive Officer, Child Welfare League of Canada.

City View Centre for Child & Family Services

In order to reduce our increasing credit card processing costs, City View engaged the services of OTUS Group to conduct a review of our electronic payment processes.   OTUS Group negotiated with various merchant service providers on our behalf  securing optimal  processing discounts and reducing our credit card fees.  OTUS Group also recommended options for improving our record keeping and payment processing security.  With the current emphasis on agencies reducing their risk of fraud, these improvements ensure we are compliant with the latest security requirements and reduce our liability.

Overall the expertise that OTUS Group provided was instrumental in updating and streamlining our credit card procedures.  More importantly, their involvement concluded with a significant reduction in the credit card fees we were paying to our merchant service provider. We would not hesitate to recommend OTUS Group to any organization. 

Debbie Davidson
Financial Controller, City View Centre for Child & Family Services.

City View Centre For Child and Family Services

United Way Ottawa

Their commitment to the project helped us achieve success. We engaged OTUS in a very complex project, and, as is often the case with projects of this nature, we experienced a few bumps along the way. I don’t remember the bumps as much as I remember the OTUS team’s thoroughly professional reaction to them.

Martin Sampson
Director -Targeted Community Investment Program, United Way Ottawa.

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Canadian Printing Industries Sector Council

I found the OTUS Business Strength Assessment exercise very helpful as we transitioned from a sector council focused on research to one providing specific tools, resources and services. Every sector council should undertake such an assessment in order to ensure that it is operating under the best business model to ensure organizational success.

Marie Eveline
Executive Director, Canadian Printing Industries Sector Council.

Canadian Printing Industries Sector Council

Canadian Museums Association

We were introduced to OTUS Group through their Business Strength Assessment, which provided insights and validation into all areas of our business. We subsequently engaged OTUS to conduct a targeted marketing review and to provide options and recommendations. We were pleased with the report and would engage OTUS again should the opportunity arise.

Sue Lamothe
Director of Finance & Operations, Canadian Museums Association.

Canadian Museums Association

Canadian Bureau for Internation Education

Canadian Bureau for International Education

The OTUS Business Strength Assessment provided insights into all areas of our business.  We now understand where we need to focus our attention.

Karen McBride
President & CEO, Canadian Bureau for International Education (CBIE).

Sue O'Reilly

The Natural Step

We highly recommend the OTUS team. OTUS’ Business Assessment has been a great exercise for our organization. It helped prioritize and develop achievable action plans.

We have been very pleased with OTUS’ assistance and expertise.

Kelly Hawke Baxter
Executive Director, The Natural Step Canada.

We appreciate their “roll up our sleeves” style – they really want to help us achieve our goals.

It is our pleasure to recommend the OTUS Group. In the six weeks since Richard and Bill have started to work with us, they have provided financial expertise, tools and resources to help with our budgeting and other financial systems. They are both active listeners and have consistently applied effective, yet simple, solutions to the unique challenges of our business.

Susan O'Reilly
Office Manager, The Natural Step Canada.

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European Association for International Education

The organization was in desperate need of a complete financial overhaul, so we turned to OTUS.

The European Association for International Education (EAIE) has gradually grown into a professional organization. When reflecting on the finances of the organization, the structure and system were still very rudimentary; they did not provide enough management information, lacked transparency and an adequate budgetary system.

Hiring financial expertise from Canada may not appear to be the most logical choice for a non-profit organisation based in Amsterdam. However, right from the start it turned out that OTUS understood our business as well as our needs. In a very short period of time they identified the deficiencies of the present system, formulated the needs for the future system and came up with a brand new set-up for the finances of EAIE.

OTUS does provide the advice and services they promise and as an extra they are committed to the organization, acting as a valued partner and sounding board.

Leonard Engel
Director, European Association for International Education.

Sport Systems

OTUS Group plays an instrumental role in keeping our company on track to achieve its ambitious growth targets and specific milestones.

OTUS’ collective experience really shined when our young company partnered with the firm to develop and deploy a company-wide operations manual. Sport Systems was so pleased with the project deliverable that we partnered with OTUS on a subsequent high level initiative that saw OTUS perform an in depth investigation and procurement of a sophisticated company-wide business system software (ERP).

We recommend OTUS and its roster of consultants who bring a wealth of experience to the table.

Matt Mould, P.Eng, MBA
President, Sport Systems Canada Inc.

ArtsSmarts

OTUS Group has worked with ArtsSmarts for over two years.

During that time OTUS has provided invaluable advice and hands-on support across a number of functional areas, including Finance, HR and IT. We rely on OTUS Group’s virtual CFO services to help keep us on track financially, by providing timely, meaningful and useful financial information to our management team and Board.

We would certainly recommend OTUS Group to anyone interested in building and strengthening their organization.

Annalee Adair
Executive Director/Directrice, ArtsSmarts.

Helicopter Association of Canada

The Helicopter Association of Canada has been working with OTUS for over a year.

The OTUS team has been providing us with sound financial advice, and invaluable professional assistance during a challenging transitional phase in the evolution of our association.

Fred L. Jones
President & CEO, Helicopter Association of Canada.

Elizabeth Fry Society of Ottawa

We have found all of the OTUS Group to be professional and reliable.  Our organization has benefitted significantly from their expertise in helping us develop our budgets and manage our monthly finances, as well as helping us in accurate reporting to funders.

Bryonie Baxter
Executive Director, Elizabeth Fry Society of Ottawa.

Canadian Research Knowledge Network

The OTUS Group worked closely with CRKN management and staff to review past work and governance decisions in this area (financial operations), undertake a sound analysis of the current financial management infrastructure and unmet needs, and deliver a thorough diagnostic report...

This work was completed on time, on budget, and over a very short period, allowing CRKN to begin its new fiscal year in a very strong position, with an upgraded financial system installed, the GL and all accounts defined and built, and new report templates in place.

The quality of work performed by the project contractors (Bill Kuurstra and Richard MacNeill) was outstanding. Your expertise in strategic and business analysis, coupled with the practical skills to carry out the needed work, completely met our needs and, in fact, exceeded our expectations.

Deb deBruijn
Executive Director, Canadian Research Knowledge Network.

Canadian Owners and Pilots Association

Our not-for-profit association obtained the services of several members of the OTUS team for various projects over a two-year period, and I found that their expertise was very beneficial to our reorganization and management needs.

OTUS Group has saved us significant costs and streamlined our processes.  I would recommend OTUS for any financial or other functional consultation area.

Kevin Psutka
President and CEO, Canadian Owners and Pilots Association.

Department of Family Medicine – University of Ottawa

Since employing OTUS Group, we have seen a remarkable turnaround in our financial management infrastructure.

OTUS Group has taken the time to truly understand our business.  Their advice and consultation services have become invaluable.  They are extremely dependable and hard-working.

Dr. Jacques Lemelin
Professor and Chair - Department of Family Medicine, University of Ottawa.

Parent Source Centre

Parent Resource Centre

Through your support and guidance, you have provided PRC with a strong self-sustaining financial foundation.  We look forward to our continued partnership.

Mary Salegio
Executive Director, Parent Resource Centre.

City View Centre for Child & Family Services – Shelly

We are so pleased we were introduced to OTUS at a time when we were struggling to make strategic decisions about new complexities that never existed before, as well as being overwhelmed by the magnitude and success of our operation.

OTUS Group met with the key personnel involved and listened to our challenges, as well as our goals and long-term plans.  Acknowledging our need to strengthen and streamline our corporate and financial operations, OTUS Group efficiently and expeditiously reviewed all of our legal and financial documents.  They then took an overwhelming project and prepared a plan of action which was comprised of smaller, more manageable tasks and set realistic time frames in which to accomplish them.

Shelley Bond
Executive Director, City View Centre for Child & Family Services.

City View Centre For Child and Family Services

BioTalent Canada

BioTalent Canada

I contracted OTUS Group to overhaul our accounting system and merge our individual project Simply Accounting files into one file using department codes to identify each project. No easy task as we were running seven different sets of books!

They then designed report templates to our specifications using AdagioFX and spent time training me on how to use AdagioFX.

I was very pleased with the service I received from OTUS Group from the initial meeting right up until the final stage of training. The service we received was exceptional and they went the extra mile to ensure satisfaction. I was very impressed with the initial meeting and the fact that they had an excellent grasp of what was needed along with a well thought out plan of action.

I found them to be very knowledgeable, organized, professional, flexible and extremely willing to meet within the boundaries of our schedule. All in all, a very positive experience.

Sherry Lozano
Manager, Finance & Administration, BioTalent Canada.
BioTalent Canada

Pam Hanlan, Financial Management Consultant

Topps Waste Management

The assistance OTUS Group has provided us with new business tenders has been phenomenal. We would not have won these contracts without their assistance. Best money we ever spent.

Howard McRae
President, Topps Waste Management.