Bookkeeping
Ongoing monthly bookkeeping to keep your records current, your accounts reconciled, and your business in a position to make informed financial decisions at any time of year. We're trained in QuickBooks and Sage 50 and work in whichever your books already live in.
The monthly fee is fixed by volume: $129 for up to 50 transactions a month, $229 for 51 to 150. Higher-volume books are quoted individually.
- Categorization and coding of all transactions
- Bank and credit card reconciliations
- Accounts receivable and payable tracking
- Monthly reporting package
- Year-end ready file for tax preparation
If your books have fallen behind, whether by a few months or a few years, we bring them current quickly and accurately so you can file on time and understand where your business stands.
Catch-up is priced per month of books brought current, from $99, confirmed up front once we've seen the state of the records.
- Transaction review and reclassification
- Historical reconciliation across all accounts
- GST/HST input tax credit (ITC) recovery review
- Preparation of prior-period financial statements
- Handoff-ready file for your accountant or CRA
HST reporting and remittance requires accurate records and an understanding of what qualifies as an input tax credit. We prepare and file your HST returns and ensure you are remitting the correct amount on time. If you're not registered yet, our Self-Employed Tax Guide explains the $30,000 threshold and when registration stops being optional, and our Trades & Contractor Tax Guide covers the quoting trap that catches contractors mid-season.
- Quarterly or annual HST return preparation and filing
- Input tax credit (ITC) review and optimization
- Reconciliation of HST collected and paid
- CRA remittance calculation and deadline tracking
- Support for HST registration and account setup
Clear, accurate financial statements give you and your advisors a reliable picture of business performance. We prepare income statements, balance sheets, and custom reports that support decision-making and external requirements.
The monthly reporting package is included with monthly bookkeeping. Standalone statements, for a lender, a year-end, or another accountant, are quoted individually.
- Income statement (profit & loss) preparation
- Balance sheet preparation
- Cash flow summaries
- Year-end financial statements for corporate tax filing
- Comparative reporting across periods
Starting a business or switching software? We help you set up a chart of accounts, establish consistent procedures, and choose the right tools so your books are structured correctly from day one.
- Chart of accounts design and setup
- QuickBooks, Sage 50, or other software onboarding
- Process documentation and internal controls
- Training for business owners managing their own books
- Ongoing advisory as your business grows
Every price above is before tax. We add 13% HST to each invoice — GST/HST No. 75896 0975 RT0001. So $129 a month is $145.77 on the invoice, and $229 is $258.77. Volumes above the published bands are quoted before any work begins. The full price list across every service is on the pricing page.
Monthly bookkeeping runs month to month. Either of us can end it with 30 days' written notice, the month you're in is billed in full rather than pro-rated, and the fee is invoiced at the start of each month. When you leave you get a complete export of your file within 14 days — the books are yours, and we don't hold them to keep you.
If your transaction count runs over your band for two months in a row, we tell you before the rate changes and the new rate starts the month after that. We don't apply a band change to months already invoiced, and we don't move you up for one busy month. The fee calculator covers personal tax returns rather than monthly work, so for bookkeeping the quote comes from us directly, in writing, before anything begins.
Working Together
What we need,
and what you get
What we need from you
Read-only access to your business bank and credit card accounts, or the monthly statements if you would rather send them; your sales invoices and bills, or access to the system that issues them; and your QuickBooks or Sage 50 file if one exists. For catch-up work, whatever records survive for the months in question.
What happens next
We quote in writing before anything begins: $129 a month for up to 50 transactions, $229 for 51 to 150, and catch-up from $99 a month of books. Each month the transactions are coded and every account reconciled to the bank, HST returns are prepared on your filing schedule, and anything we cannot place becomes a short question to you rather than a guess.
What you get back
A monthly reporting package: income statement, balance sheet and a cash summary, with the books reconciled to the bank. HST filed on time. At year-end, a file that is ready for the T2 or the T2125 without a clean-up first. And if you ever leave, a complete export of your file within 14 days.
Common Questions
Three Things People Ask
Do I need a bookkeeper if I'm a sole proprietor?
You need records the CRA would accept and books that make the T2125 straightforward at year-end. Below a few dozen transactions a month, a careful spreadsheet can do that. Past that, or once you are registered for HST with returns to file through the year, monthly books mean the HST goes in on time and the year-end needs no catch-up first.
Can you take over books that are behind or in a mess?
Yes. Catch-up is priced per month of books brought current, from $99, confirmed up front once we have seen the state of the records. We reclassify what is there, reconcile every account to the bank, and review the input tax credits that may have been missed on the HST returns along the way.
Which software do you work in?
QuickBooks and Sage 50, and we work in whichever your books already live in. There is no migration to a system of ours, and the file is yours: if you leave, you get a complete export within 14 days, and we do not hold the books to keep you.