Bookkeeping & tax for small business · Canada
Professional Bookkeeping
& Tax Services for Canadian Businesses
Accurate monthly bookkeeping and tax preparation for individuals, small businesses and self-employed Canadians. We prepare and file your return with the CRA. QuickBooks Online is our specialty, and we work with other platforms too.
| Item | Amount |
|---|---|
| Statement ending balance | 12,480.55 |
| Add: deposits in transit | 1,250.00 |
| Less: outstanding cheques | (2,316.40) |
| Adjusted bank balance | 11,414.15 |
| Book balance | 11,414.15 |
Example figures. Every account, reconciled every month.
- Reconciled monthlyEvery bank and card account
- Secure accessYou control who sees your books
- Tax returns filedPrepared and filed with the CRA
- Clear, fixed pricingQuoted upfront, no surprises
Services
Everything your books need, in one place
From day-to-day bookkeeping to year-end filing, we handle the numbers so you can focus on running your business.
Bookkeeping
Your books kept current and accurate, every month.
- Transaction categorization
- Bank and credit card reconciliations
- Monthly financial reports
Cleanup & catch-up
Behind by a few months or a few years? We'll bring everything up to date.
- Fix miscategorized transactions
- Rebuild missing records
- Get you back to a clean starting point
Software setup
QuickBooks Online is our specialty, but we can work in the software you already use.
- New file and chart of accounts
- Bank feeds and rules
- Help moving off spreadsheets
Tax preparation & filing
We prepare your return and file it with the CRA for you.
- Personal and self-employed returns
- Rental income and late or prior-year returns
- Filed electronically with the CRA
Sales tax returns
GST/HST tracked through the year and filed on time.
- Registration guidance
- Input tax credits tracked
- Returns for your reporting period
Year-end support
Organised, accurate records ready for tax time or your accountant.
- Year-end adjustments
- Financial statements
- Records package for your accountant
Who we work with
Built for small, busy businesses
If you're the one wearing every hat, bookkeeping is usually the first thing to slip. That's where we come in.
- Receipts are piling up and you're not sure where you stand
- Tax season always turns into a scramble
- You want clear numbers to make better decisions
Packages
Simple packages, quoted upfront
Every business is a little different. After a free consult, you'll get a fixed quote based on your transaction volume and accounts.
Essentials
For sole proprietors and small businesses with straightforward books.
- Monthly categorization
- Bank and card reconciliations
- Monthly profit & loss
Full Service
Monthly bookkeeping plus sales tax, so nothing falls through the cracks.
- Everything in Essentials
- GST/HST returns filed
- Balance sheet and monthly summary
- Year-end package
Tax Return
Your personal, self-employed or rental return, prepared and filed with the CRA for you.
- Prepared, reviewed with you and filed
- All eligible deductions and credits claimed
- Catch-up bookkeeping quoted separately
Not sure which fits? Book a free consult and we'll recommend the right option.
What you get each month
Reports you can actually read
No jargon, no guessing. Each month you get a clear picture of how your business is doing.
- Profit & loss statementWhat came in, what went out, and what's left.
- Balance sheetWhat your business owns and owes.
- Reconciliation reportsProof every account matches the bank.
- A short summary from usAnything that needs your attention, in plain language.
| Sales | 18,450.00 |
| Total income | 18,450.00 |
| Materials & supplies | 4,120.35 |
| Rent | 1,800.00 |
| Vehicle & fuel | 642.80 |
| Software & subscriptions | 186.50 |
| Advertising | 350.00 |
| Total expenses | 7,099.65 |
| Net income | 11,350.35 |
Example figures for illustration only.
How it works
From shoebox to balanced in four steps
- Step 1
Free consult
We talk through your business, where your books are now and what you need. No obligation.
- Step 2
Fixed quote & setup
You get a clear quote. Then you give us access to your accounting software and bank feeds, or we set them up for you.
- Step 3
Monthly close
Each month we categorize, reconcile and send your reports with a short summary.
- Step 4
Tax time, sorted
Your books are already clean, so filing is quick and nothing comes as a surprise.
Key dates
CRA deadlines to keep in mind
The usual yearly dates for individuals and sole proprietors. When a date falls on a weekend or holiday, the CRA moves it to the next business day.
| Last day of Feb | T4 slips and summaryDue if you have employees. |
| April 30 | Personal tax return and paymentFiling deadline for most individuals, and the payment deadline for everyone, self-employed included. |
| June 15 | Self-employed filing deadlineFor you and your spouse or common-law partner. Any balance owing was still due April 30. |
| Quarterly | Tax instalmentsMar 15, Jun 15, Sep 15 and Dec 15, if the CRA has asked you to pay by instalments. |
GST/HST due dates depend on your reporting period. We'll confirm yours when we start.
FAQ
Common questions
I don't use QuickBooks. Can you still help?+
Yes. QuickBooks Online is our specialty, but we work with other accounting platforms too. If you're on spreadsheets or nothing at all, we can help you choose and set up software that fits your business.
Can you actually file my taxes?+
Yes. We prepare your return, go over it with you, and file it with the CRA. You don't need a separate accountant for your personal, self-employed or rental return.
What do I need to bring for my tax return?+
Your slips (T4, T4A, T5 and others), RRSP receipts, medical, childcare, donation and tuition receipts, and last year's Notice of Assessment if you have it. If you're self-employed, your income and expense records too. We'll send you a checklist before we start.
My books are months (or years) behind. Is that a problem?+
Not at all. Catch-up work is one of the most common things we do. We'll start with a consult, look at what you have, and you'll get a quote before any work begins.
How do I send you receipts and statements?+
Most documents come straight through your bank feeds. For receipts, you can snap a photo or forward them by email, whatever is easiest for you. We'll set up a simple routine during onboarding.
Do we need to meet in person?+
No. Everything can be done remotely by phone, email and video call. If you're local and prefer to meet, that works too.
How is my financial information kept secure?+
We work through your accounting software's own user access, so you control the login and can remove our access at any time. Your information is kept confidential and never shared.
How much does it cost?+
Pricing depends on how many accounts and transactions you have and which services you need. After a free consult, you'll get a fixed monthly or project quote so there are no surprises.
Get started
Let's get your books in order
Book a free, no-obligation consult. It helps if you can tell us:
- What kind of business you run
- What software you use now, if any
- How far behind your books are
- Whether you need tax or GST/HST help
Hours: Mon–Fri 8:30 am – 5:00 pm PT