Accounting & Bookkeeping
Books you can trust, every single month
Good decisions start with accurate numbers. We record, categorize and reconcile your transactions on a set schedule, then send you clear monthly reports you can actually read.
Whether you are a sole proprietor with a shoebox of receipts or a growing corporation with staff and inventory, we set up a system that fits how you work and keeps you ready for tax time, lenders and the CRA.
What's included
Everything you need, handled in one place
Monthly bookkeeping
Transactions recorded and categorized monthly or quarterly, on a schedule you choose.
Bank & card reconciliations
Every account reconciled to your statements so nothing is missed or doubled.
Financial reports
Profit and loss, balance sheet and cash summary delivered each period.
Year-end statements
Compilation engagements and year-end financial statements for owners, lenders and the CRA.
Catch-up & clean-up
Months or years behind? We rebuild your records and get you current.
Software setup
Chart of accounts, bank feeds and receipt capture set up correctly from day one.
Why clients choose us
- Save hours every month
Spend your time on customers and growth instead of data entry. - Fewer surprises at tax time
Books that are current all year make filing faster and cheaper. - Better decisions
See margins, cash flow and trends while you can still act on them.
How it works
A simple process from day one
Review
We look at your current records, software and volume.
Set up
We connect bank feeds, clean up the chart of accounts and agree on a schedule.
Monthly cycle
We record, reconcile and send your reports on time, every period.
Year-end
Your books are ready for financial statements and your tax return.
Who it's for
Built around clients like you
Sole proprietors
Freelancers and trades who want their books handled properly.
Small businesses
Retail, service and e-commerce businesses with growing volume.
Corporations
Owner-managed companies that need year-end statements and T2-ready books.
Not-for-profits
Organizations that need clear records for boards and funders.
Questions
Accounting & Bookkeeping FAQ
Have a question that is not answered here? Call us at (416) 555-0123 or send us a message.
How often will my books be updated?
Most clients choose monthly. Quarterly works well for smaller businesses with fewer transactions. We agree on a schedule before we start.
Which accounting software do you use?
We work in QuickBooks Online, Xero and Sage. If you are not on cloud software yet, we can recommend and set up the best fit.
I am behind on my bookkeeping. Can you help?
Yes. Catch-up bookkeeping is one of our most common requests. We rebuild past periods, reconcile every account and get you ready to file.
Do I need to send you paper receipts?
No. You can snap photos of receipts with an app or forward them by email. Everything is stored securely and linked to your transactions.
Related services