Bookkeeping Services

  • Proven online bookkeeping processes

    Using top-tier cloud accounting and bookkeeping technology, we customize and streamline bookkeeping processes to fit your needs. Our team of experienced bookkeepers will then take care of the rest, reducing the manual effort on your end. From reconciling accounts to coding unsupported transactions, we’ll keep your books up to date and in tip-top shape throughout the year.

  • Monthly reports, your way

    Balance sheet, income statement and cash flow statements – we deliver the statements you need to have visibility into how your business or non-profit is performing. We’ll set up your chart of accounts so you can see your financial performance in a format that suits you, including tracking for subsidies, incentives, funds, or bookkeeping for multiple locations.

  • Tax and bank ready financials

    Easy year-ends are possible when your books are up to date (don’t worry, we can help with overdue books)– you’ll have the financials you need to file your return on time. Looking to raise money or get credit? You’ll be ready for those lender meetings too.

  • Easy document sharing and collaboration

    We make collaboration as seamless as possible, leveraging cloud-accounting tools to save time and to make storing documents and receipts easy. Finally say goodbye to cumbersome spreadsheets!

  • Recording and categorizing financial transactions
  • Bank and credit card reconciliations
  • Expense report management
  • Monthly financial statements (income statement, balance sheet, and cash flow statement)
  • Annual or quarterly sales tax filing for GST/HST
  • Access to an experienced team of bookkeepers
  • Bookkeeping services and reports by location, program or business unit
  • QuickBooks Online or Xero subscription
  • Discovery

    We schedule as many calls as it takes to fully understand your business needs and support requirements.

  • Onboarding

    We deploy the technology, document your workflow, take care of catch-up bookkeeping, and train your team.

  • Delivery

    Our team manages your monthly work and you receive day-to-day support from your Client Success Lead.

Your company’s revenue, expenses, and volume of transactions impact pricing, so there’s no single answer. Typically bookkeeping services start at $400/month. Please reach out to get a custom quote.

We provide any personal tax or year-end accounting services. However, we will work closely with your chosen accountant to ensure they have the reports they need to do your year-end filings. If you don’t have a year-end accountant, we’d be happy to provide you with some recommendations (don’t worry, there’s no kickback for us).

Yes, we’re a Chartered Professional Accountant (CPA) firm. However, we will work closely with your auditors and year-end accountants to ensure they have the reports they need and answer any questions that they might have.

Once the contract is signed, your kickoff typically takes place within a week and depending on any catch-up bookkeeping that’s required, you begin receiving reports in a month.

Don’t worry, your financial data belongs to you. Our offboarding is pretty straightforward as we transfer account ownership to you. As a bonus, there’s no stopping you from replicating the workflows we’ve created for your in-house process – in fact, we encourage it.

Xero, Quickbooks Online, and Netsuite are our preferred vendors for bookkeeping. For larger clients, we’ll work with other ERPs if a system is already in place.

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