Clean books, every month — supervised by a CPA.

Bookkeeping is the foundation everything else is built on. Done well, your taxes are easier, your decisions are sharper, and your bank doesn't ask awkward questions. Done badly, you spend year-end cleaning up a mess.

What's included

QuickBooks

Monthly transaction coding and bank reconciliation in QuickBooks Online or Xero

Tracking

Accounts payable and accounts receivable tracking

CRA Expects

HST/GST filings on the schedule CRA expects (monthly, quarterly, or annual)

Comparable Platforms

Payroll setup and processing through Wagepoint or comparable platforms

Preparation

T4 and ROE preparation and filing

Management

Receipt capture and document management via Dext or Hubdoc

Reports

Monthly close with management-ready reports at higher tiers

Catch-up bookkeeping

Behind on your books? It happens — and it's fixable. We do catch-up bookkeeping for businesses that are months or years behind. We'll scope the cleanup honestly, give you a fixed quote, and bring you current so you can move forward on a clean monthly cadence.

Why supervised matters

Every bookkeeping file we run is supervised by a CPA — and that supervision is what makes the difference at year-end. The chart of accounts is set up correctly for compiled statements, the file is structured around your tax position, and anything that needs a professional opinion (deductibility, capital vs. expense, intercompany transactions) is flagged early rather than discovered in March. By the time year-end arrives, the books are already shaped for a clean CSRS 4200 compilation and T2.