Bookkeeping

Accurate books are the base for everything else: tax returns, HST, financing and good decisions. We keep yours current and reconciled every month, so you always know where you stand and year-end is quick and painless.

We work in QuickBooks Online and connect your bank, credit cards and receipt apps, so there is less paper and fewer emails.

Behind on your books?

It happens to most owners. We bring your records up to date, file any outstanding HST and tax returns, and set you up with a simple routine so it doesn't happen again.

How it works

1. Connect: we link your bank and card feeds and set up receipt capture.
2. Every month: transactions coded and reconciled, questions sent to you in one short list.
3. Report: a monthly or quarterly profit and loss, balance sheet and cash summary.

Common questions

Do I need to buy QuickBooks?

We can set up a subscription for you or work in your existing file.

Who it's for

Owners who would rather spend their evenings on anything other than receipts: sole proprietors, incorporated small businesses, contractors, online sellers, restaurants and professional practices. Also businesses that have fallen behind and need a clean start.

What you get each month

• Bank and credit card accounts reconciled to the statement
• Sales, expenses and HST coded correctly
• One short list of questions instead of constant emails
• Reports you can actually read: profit, cash and what you owe

More questions

Can you take over from my current bookkeeper?

Yes. We review the file, fix anything that needs it and take over from a clean starting point, usually within one month.

How do I send receipts?

Snap a photo in a receipt app or forward email receipts to a dedicated address. They land in QuickBooks attached to the right transaction.

How much does it cost?

Monthly bookkeeping is a fixed monthly fee based on the number of accounts and transactions. Catch-up work is quoted separately after we see the records.