Bank & Credit Card Reconciliations
Regular reconciliation of business accounts so your accounting records agree to the underlying bank and credit-card activity.
Bookkeeping Services
Books you can actually
rely on.
Clean, current, reconciled bookkeeping for Canadian small businesses,so tax filings are easier, decisions are faster, and year-end surprises are reduced.
What we do
Accurate books, built around how you operate.
We focus on the records that drive your tax filings and management decisions: bank activity, sales, expenses, receivables, payables, and sales taxes.
Expense & Transaction Coding
Consistent categorization of business transactions, with questions flagged where the business purpose or tax treatment is unclear.
Accounts Payable & Receivable
Tracking support for amounts owing to suppliers and amounts customers owe you, based on the records and process used by your business.
GST/HST Bookkeeping
Sales-tax coding and control-account maintenance designed to feed cleaner information into GST/HST return preparation.
Catch-Up & Clean-Up Bookkeeping
Bring overdue months or disorganized ledgers up to date and identify unreconciled, duplicated, or unsupported balances.
Year-End Ready Package
Organized trial balance, ledgers, reconciliations, and supporting schedules to make year-end tax and financial-statement work smoother.
Key points
Monthly
Regular visibilityA consistent close cycle helps identify missing entries, unusual balances, and cash-flow issues before year-end.
1 file
Cleaner year-end handoffReconciled books and supporting schedules reduce the back-and-forth required for T2, GST/HST, or financial-statement work.
Our process
Simple, organized, and easy to follow.
A clear process keeps documents, questions, review, and completion moving without unnecessary back-and-forth.
STEP 01
Understand the situation
We start with the service you need, your current status, records, and any deadlines already approaching.
STEP 02
Collect what matters
You receive a focused document request based on your file instead of an unfocused request for everything.
STEP 03
Prepare & review
We prepare the work, follow up on missing information, and explain the important results or decisions.
STEP 04
Complete & stay supported
After your review and approval, the work is completed or filed and we remain available for follow-up questions.
Who we help
For owners who need the numbers maintained,not just entered.
The exact scope is tailored to the records, deadlines, and complexity of your situation.
✓Small corporations and startups
✓Consultants and professional services
✓Freelancers and sole proprietors
✓Rental and real-estate businesses
✓E-commerce businesses
✓Businesses with multiple bank/card accounts
✓Companies behind on bookkeeping
✓Clients preparing for corporate year-end
Frequently asked questions
Before you get started.
How often can bookkeeping be completed?
Depending on transaction volume and your needs, bookkeeping can be organized monthly, quarterly, or as a catch-up engagement.
Can you fix books that are several months behind?
Yes. Catch-up work normally begins with bank and credit-card reconciliations, followed by review of sales, expenses, GST/HST accounts, and key balance-sheet items.
Do you reconcile GST/HST as part of bookkeeping?
We can maintain and reconcile sales-tax accounts so the records used for GST/HST filing are easier to support.
Will I still have access to my bookkeeping records?
Yes. The objective is transparent, organized records you can understand and use, with document sharing and review handled through the agreed process.
Is bookkeeping the same as an audit or review engagement?
No. Bookkeeping records and maintains financial information. It does not provide audit or review assurance unless a separate assurance engagement is specifically undertaken by an appropriately qualified provider.
Book a consultation
Want cleaner books and an easier year-end?
Tell us what bookkeeping software you use, how many months are current, and roughly how many accounts or transactions you have. We'll recommend a practical scope.