Bookkeeping. That's it.
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Create and Process Your Customer Invoices and Sales Receipts
Invoicing your customers and providing sales receipts for products and services
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Send Your Customers Monthly Account Statements
Providing a monthly summary of outstanding invoices owing on their account
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Record Your Financial Transactions
Sales, Purchases, Receipts, and Payments
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Reconcile Your Bank and Credit Card Transactions
Matching your receipts in QuickBooks with your business's bank statements
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Track and Categorize Your Business Expenses
Providing a running total of how much you've spent, and on what
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Maintain your General Ledger
Giving you a central record of all financial transactions
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Prepare and Provide Your Monthly Financial Reports
Profit and Loss Statement, Balance Sheet, Cash Flow, and Tax Summary
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Track Your Sales Tax
Tracking HST collected so you have a running total of how much you owe CRA, without end-of-the-year surprises
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Manage and Store Your Financial Documents
Saved and organized in a password protected OneDrive account for you to access, when, and if needed
Services
Bookkeeping - That's it.
Record your
transactions
Keeping your bank and credit card transactions organized and up to date helps you track cash flow, stay prepared for taxes, and understand how your business is performing. It also makes it easier to manage expenses, spot trends in your spending, and adjust accordingly to save you money.
Reconcile
Your
Accounts
Matching receipts to your bank and credit card transactions keeps your QuickBooks records accurate and up to date. Reliable financial records help you track spending, avoid overspending, and help you make confident business decisions.
Provide your Financial Reports
Customized monthly reports give you a clear view and understanding of your business performance, highlighting key income and expenses details.
They provide insights to improve profitability, make informed decisions, and plan confidently for the future.
Catch you up on your books
Behind on bookkeeping?
No worries! We can help you get caught up quickly, and keep your records accurate and organized. Staying up to date makes tax filing easier, helps you understand your finances, plan for tax season, and give you the confidence to to make smart business decisions.