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Support for businesses

Clean, current books, so you always know where you stand.

We manage your day-to-day financial records: payables, receivables, bank reconciliations, expense tracking and monthly reporting.

Accurate books make tax season painless, support financing applications and give you real-time insight into how your business is performing.

Overhead view of a team working with laptops and documents

What’s included

  • Monthly and quarterly bookkeeping
  • Bank and credit card reconciliations
  • Accounts payable and receivable management
  • Monthly financial reports and statement preparation
  • Cloud accounting setup and migration (QuickBooks Online, Xero)
  • Catch-up and clean-up bookkeeping

Who it’s for

  • Small businesses that want to stop doing their own books
  • Growing companies that need reliable monthly reporting
  • Owners who are behind and need a catch-up before year end
  • Businesses moving from spreadsheets or desktop software to the cloud

Our process

How we worktogether.

  1. 01

    Assess

    We review your current records, software and the volume of transactions.

  2. 02

    Set up

    We configure your chart of accounts, bank feeds and receipt capture.

  3. 03

    Maintain

    We categorize, reconcile and close your books every month or quarter.

  4. 04

    Report

    You receive clear monthly reports and a year-end file ready for tax.

FAQ

Bookkeeping:common questions.

Which accounting software do you support?

We work primarily with QuickBooks Online and Xero, and can migrate you from desktop software or spreadsheets.

Can you catch up on months or years of missed bookkeeping?

Yes. Catch-up bookkeeping is one of our most common requests, especially before a T2 or HST filing deadline.

How long do I need to keep my records?

The CRA generally requires you to keep books and records for six years from the end of the last tax year they relate to.

Further reading

A professional pointing at documents on a desk during a review meeting
Business AdvisoryOctober 24, 2026· 8 min read

How to Prepare Your Corporation for a CRA Audit

How to prepare for a CRA audit: why corporations get selected, how the process works, the documents to gather, record retention, objections and the VDP.

Read article

Free consultation

Ready to get started?

Book a free 15-minute consultation about Bookkeeping & Accounting. We will confirm what you need and quote a fixed fee before any work begins.

Call Book free consult