Bookkeeping - Basic
Our bookkeeping services are designed to support accounting firms and growing businesses with accurate, efficient, and scalable financial recordkeeping. We combine full-cycle bookkeeping expertise with cloud-based tools and automation to streamline daily accounting processes, improve data accuracy, and enhance financial visibility. From white-label support and system setup to e-commerce integration and management reporting, we help clients maintain compliant, well-organized books while enabling better business decision-making.
Accuracy
Ensure precise and well-maintained financial records you can rely on.
Efficiency
Streamlined workflows and automation reduce manual work and save time.
Scalability
Flexible bookkeeping support that grows with your business or firm.
Insights
Clear reports and KPIs that support informed financial decisions.
- Monthly Financial Statement (Income Statement, Balance Sheet, Cash Flow)
Preparation of monthly financial statements to give you clear visibility into your business performance and financial position.
- Accounts Receivable & Invoicing
Management of customer invoicing and accounts receivable to support timely collections and healthy cash flow.
- Accounts Payable& tracking
Tracking and management of accounts payable to ensure bills are recorded accurately and paid on time.
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Paperless invoice management
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Controls for approving invoices
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Process automation for invoice submisssion & entry
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Weekly, semi-monthly, or monthly bill payments
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Employee expense reimbursements
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updated AP listings
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Remittance notifications
- Payroll
Payroll processing including employee payments, deductions, and remittances, in compliance with CRA requirements.
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Payroll processing for any pay cycle
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Payroll tax remittances & compliance filings
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New hire setup & employee records management
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Employee terminations & ROE processing
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Overtime, statuory holiday & vacation pay calculations
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Year-end reporting (T4s & T4As)
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CRA payroll audit & compliance support
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Employee benefits & deductions management
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Payroll software setup & integration
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WorksafeBC reports
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Respond to Canada Revenue notices
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no minimum payroll size
- Expense Automation
Streamlined expense tracking using automation tools to reduce manual entry and improve accuracy.
- Sales Tax Fillings (GST/HST & PST)
Preparation and filing of GST/HST and PST returns to ensure timely remittance and compliance with tax regulations.
- Year-End Accounting
Year-end accounting support to prepare clean and organized records for tax filing and financial review.
- Bank/Credit Card Reconciliation, Receipts
Regular reconciliation of bank and credit card accounts, with proper organization of receipts and supporting documents.
- QuickBooks Online Setup, Customization & Data Migration
Setup and customization of QuickBooks Online, including data migration from existing systems for a smooth transition.
- Cloud Accounting Workflow Automation (Invoice -> Payment -> Receopt Posting)
Automation of cloud-based accounting workflows to connect invoicing, payments, and receipt posting efficiently.
- Profit & Loss Statements
Clear and accurate profit and loss statements to help you monitor business performance over time.
- Balance Sheet Reports
Detailed balance sheet reports to show your company’s financial position at any given point in time.
- Budgeting and Cash Flow Analysis
Budgeting support and cash flow analysis to help you plan ahead and make informed business decisions.
