Bookkeeping & Monthly Accounting
Good year-end results start with good monthly records. We take over your bookkeeping in whatever state it arrives — a shoebox, a spreadsheet or an abandoned accounting file — bring it current, and keep it reconciled from that point on. Bank and credit card accounts are matched to statements every period, sales tax is tracked as you invoice rather than reconstructed at filing time, and payables and receivables are reviewed so nothing sits forgotten.
You send documents once a month through a shared folder or by email. We do the rest and send back a short set of statements you can read in five minutes: what came in, what went out, what you are owed and what you owe.
Bank Reconciliation
Every account matched to the statement balance each period, so the numbers you make decisions on are the numbers the bank shows.
Sales Tax Tracking
GST/HST and PST captured transaction by transaction, ready for filing without a month-end reconstruction.
Payables & Receivables
Who owes you, who you owe and how old each balance is — reviewed monthly so collection problems surface early.
Monthly Statements
A profit and loss and balance sheet each period, with comparatives, so trends are visible long before year-end.
Software, and Getting Your Records to Us
We work in QuickBooks Online, Xero and Sage, and we are equally happy taking over a file you already own or setting one up from scratch. If you are on spreadsheets and they are working for you, that is fine too — we will tell you honestly when your volume has outgrown them rather than sell you software you do not need.
Receipts and statements can be sent by shared folder, by email or through your accounting software’s receipt capture. Bank feeds do most of the heavy lifting once connected, which is why a well-run month usually costs less than the catch-up work it replaces.
Bookkeeping: your questions answered
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Other Services
Personal Tax Returns
T1 returns for employees, families, seniors, students, investors and the self-employed.
Corporate Tax Returns
T2 preparation and filing for incorporated businesses, with year-end adjustments and owner compensation planning.
Payroll Services
Pay runs, source deductions, T4 and T5 slips, records of employment and WorkSafeBC reporting.
GST/PST Filing
Registration, input tax credit review and on-time filing of GST/HST and BC PST returns.
CRA Audit Support
Representation for reviews and audits, back-filing of late returns and payment arrangements.
Business Registration
Sole proprietorship registration, incorporation, CRA program accounts and first-year compliance set-up.
Financial Statements
Notice to reader statements, cash-flow reporting and the numbers your bank or lender asks for.
Trusted accounting & tax advisors for your business
Book a no-obligation consultation and we will review your books, your filing history
and
the deadlines ahead of you.