Your books, taken care of.
Monthly, quarterly, or annual bookkeeping that keeps your accounts current, reconciled, and ready for financial reporting and year-end.
Free consultation · Response within one business day
March bookkeeping: outstanding items
We’re working on your March bookkeeping. Please send the following items so we can complete the period:
- March RBC statement
- Two outstanding receipts
- Confirmation on one supplier payment
Example of a typical client update.
- Monthly, quarterly or annual close
- Every file reviewed before completion
- Dedicated point of contact
- Fixed fees quoted upfront
WHAT WE HANDLE
Your bookkeeping, handled from start to finish.
Transaction categorization
Bank and credit card reconciliations
Accounts Payable
Payroll
GST/HST and QST returns
Accounts Receivable
Financial Statements
Year-end files prepared
How it works
A simple process, every period.
Five steps from start to finish.
-
The period ends
We request the documents needed to close the period.
We do it -
You send the documents
You upload the requested documents through your portal.
You do it -
We prepare your books
Transactions are categorized and accounts are reconciled.
We do it -
We ask questions
We send any questions and you provide the clarification needed.
We do it -
Your books are ready
We review the work and let you know it’s complete.
We do it
↻ Then it repeats next period.
WHAT YOU CAN EXPECT
Clear communication throughout the process.
We tell you what we need, handle the bookkeeping, and let you know when it's complete.
March bookkeeping: what we need
Please send:
- March bank statements
- March credit card statements
- Payroll records
- Outstanding receipts
Send these through your client portal.
March is complete
Reviewed and finalized. Your March financials are ready.
- All accounts reconciled to March 31
- Sales tax prepared and filed
- Profit & Loss and Balance Sheet attached
- Outstanding questions resolved
Nothing needed from you.
ADDITIONAL SERVICES
Additional support, when you need it.
Your bookkeeping is the foundation. Add the services your business needs without having to coordinate with another provider.
Sales Tax
GST/HST and QST preparation and filing, handled alongside your bookkeeping.
Payroll
Full payroll processing, remittances, and payroll entries, handled alongside your bookkeeping.
Accounts Payable
Bills recorded, approvals organized, and payments prepared and scheduled for your approval.
Questions about bookkeeping
Yes. We work remotely with Canadian businesses in every province.
Yes. The consultation and any accounting-file review needed to prepare your quote are free. A detailed cleanup diagnostic is a separate paid service.
We quote a flat fee based on the volume and complexity of your bookkeeping and the services you need. Your scope and fees are agreed before work begins.
Yes. We offer monthly, quarterly, and annual bookkeeping. We discuss the schedule that suits your business before preparing your quote.
We generally complete monthly bookkeeping within a couple of weeks after month-end, provided we have the required documents. Faster completion is available as an additional service by arrangement.
We primarily use QuickBooks Online and also work with other accounting software. We can help set up a new file or move your bookkeeping to QuickBooks Online.
No. We prepare your bookkeeping and supporting year-end files, while your accountant handles income-tax preparation.
Each client has one direct point of contact who knows their books and business. You can reach them by phone and email.
Still have questions?
Contact us with your questions or book a free consultation to discuss your bookkeeping needs.
Get in touchKnow what your bookkeeping will cost.
Your fee reflects the volume, complexity, and services involved. The scope and price are agreed before work begins. See pricing
Related guides
What happens if you file a GST/HST return late
Why a return should be filed on time even when you cannot pay, and what to do if a deadline has passed.
BookkeepingHiring your first employee: what changes in your books
The registrations, deductions, remittances and new accounts that come with your first payroll, in Quebec and the rest of Canada.
Discuss your bookkeeping needs
Book a free consultation to discuss your business and the support you need.