Bookkeeping/Financial Reporting Expertise

Keep your business finances organized with monthly transaction tracking, account reconciliation, and HST/ITC support. Optional cleanup services are available for businesses that are behind on their records.

Experienced Accountant

With over 10 years of accounting experience, a CPA designation, and senior-level experience in small to medium-sized companies, I offer unparalleled expertise in bookkeeping and financial management for small businesses.

Pricing

📌 Initial Cleanup (Optional)

For businesses behind on their bookkeeping.

Up to 3 months: $550

📌 Monthly Bookkeeping Plans

Starting at $75/month

(Pricing based on transaction volume — please inquire for a customized quote.)

What’s Included

✔ Invoice & Receipt Entry

  • Recording all income and expenses

  • Uploading and categorizing digital receipts

  • Ensuring proper documentation for CRA compliance

✔ Account Reconciliation

  • Monthly bank reconciliation

  • Monthly credit card reconciliation

  • Reconciling loans, merchant accounts, and payment processors

  • Identifying and correcting missing, duplicated, or incorrect transactions

✔ HST/ITC Recording & Tracking

  • Recording HST collected and paid

  • Ensuring correct tax codes are used

  • Preparing accurate totals for quarterly or annual filing
    (HST filing available separately)

✔ Accounts Payable & Receivable Support

  • Tracking unpaid customer invoices

  • Monitoring outstanding vendor bills

  • Providing aging summaries when needed

✔ Year-End Accountant Preparation

  • Final reconciliations

  • Organized year-end working papers

  • Smooth handoff to your tax preparer (or see "Income Tax Services" page

✔ Basic Email Support

  • Answers to bookkeeping-related questions

  • Guidance on expense categorization and best practices

📌 Monthly Financial Reporting

Starting at $50/month

Gain clear insight into your business performance.  All reports come with a simplified walk-through to help you better understand your business performance.

✔ Financial Reporting

  • Income Statement

  • Balance Sheet

  • Simplified written summary of trends

  • Opportunities for savings or growth

  • Recommendations

Great for small businesses wanting clarity and decision-support without the complexity.

📌 One-Time Services

QuickBooks Setup / Chart of Accounts: $150

Receipt Digitization / Organization: $50/hour