Bookkeeping is the process of recording, organizing, and managing a business’s financial transactions on a day-to-day basis. This includes tracking income, expenses, invoices, receipts, bank transactions, and reconciling accounts. Accounting, on the other hand, involves analyzing financial data, preparing tax returns, and providing strategic advice based on the records maintained by a bookkeeper. By outsourcing your bookkeeping, you ensure that your financial records are accurate, up-to-date, and ready for your accountant when tax season arrives.

Good bookkeeping helps you: Keep track of cash flow & profitability, Avoid CRA penalties with accurate GST/HST compliance, Identify opportunities for tax deductions, Make informed financial decisions, Stay organized and prepared for tax time. By staying on top of your books, you can grow your business with confidence instead of stressing over finances.

While DIY bookkeeping might seem cost-effective, it often leads to errors, missed deductions, and wasted time that could be better spent growing your business. A Professional Bookkeeper ensures that: Your records are accurate & CRA-compliant, You never miss a tax deadline or deduction, Your bookkeeping is streamlined with QuickBooks Online, You can focus on running your business instead of doing paperwork. Outsourcing bookkeeping saves time, reduces stress, and helps your business run more efficiently.

This is a fair starting point, regardless we can discuss what makes sense for your business right now. When you grow and need more help we can reconnect and reassess.

We provide full-service bookkeeping tailored for small businesses and sole proprietors, including: Transaction recording & bank reconciliations, Accounts payable & receivable management, GST/PST compliance, Financial reports (profit & loss, balance sheet, cash flow), QuickBooks Online setup. Whether you need monthly maintenance or a full cleanup of your books, we can help!

QuickBooks Online (QBO) is a powerful bookkeeping tool that helps with: Automatic bank & credit card transaction syncing, Easy invoicing & expense tracking, Real-time financial reporting, GST/PST compliance. As a QuickBooks Online expert, we handle all the setup, training, and ongoing management so you can focus on running your business. If you don’t currently use QBO, I can help transition your bookkeeping to a more efficient system.

We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as Profit & Loss and Balance Sheet.

We provide excellent customer service, and we are here to serve you. We can absolutely connect more often to meet your specific business needs. We can even provide weekly follow ups if desired.

We will need your bank statements every month. We can setup your bank statements to automatically sync with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery. You can also set us up with read only access at your financial institution to obtain your documents when they become available.

We will have your financial reports delivered by the 10th business day of every month so that you can better plan for your business.

No need to worry. We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.

Let’s talk about it! Let’s work together to improve your special projects and optimize your business.

• Book a free consultation to discuss your business needs
• We review your current bookkeeping system (or help you set one up)
• We decide on a service plan that fits your business
• We take care of your books while you focus on growing your business!

We specialize in expert-level bookkeeping services because accurate and well-maintained financial records are the foundation of any successful business. By focusing exclusively on transaction categorization, reconciliations, financial statements, and A/P & A/R management we can ensure: Precise, CRA-compliant bookkeeping for your T2125, GST, and PST, Reliable financial reports (Profit & Loss, Balance Sheet) to help you make informed business decisions. Seamless Accounts Payable & Receivable tracking to keep your cash flow healthy. In the future we may expand to include Payroll services as they are offered from Quickbooks Online.