Service 01 · Bookkeeping

Books that are always done

The receipts, the reconciliations, the CRA deadlines — handled every month by the same person, so your numbers are current when you need them and tax season is a non-event.

Book a 15-minute call

What's included

The monthly rhythm

Everything below happens without you asking, every single month.

Every transaction categorizedMonthly
Bank & credit card reconciliationMonthly
Receipt & document capture via secure portalOngoing
HST tracked and filed on scheduleIncluded
Income statement & balance sheet, in plain EnglishMonthly
Questions answered by a human who knows your fileAlways

Who it's for

Built for owner-run businesses

Trades, professional services, restaurants, agencies, e-commerce — if you're running the business yourself and the paperwork is eating your evenings, this is the service that gives them back. Incorporated or self-employed, fully cloud-based, and available on both sides of the border: Canadian and U.S. businesses are welcome here.

Questions

Before you ask

My books are a mess / years behind. Where do we start?

With a cleanup. We bring the backlog current first — categorized, reconciled, and reviewed — then switch to a monthly rhythm so it never piles up again. Catch-up projects are quoted separately from the monthly service, and you get the quote before anything starts.

What do you need from me each month?

Very little. Bank feeds pull most transactions automatically; receipts and documents go into a secure portal instead of your glovebox. If something needs your eyes, you get one short list — not a drip of emails.

Can you work with my existing accountant?

Yes, happily. Clean monthly books make your year-end accountant faster and cheaper — or we can handle year-end too, so everything lives under one roof.

Find out what clean books feel like.

A 15-minute call is enough to tell you exactly where your books stand — and what it would take to never worry about them again.