Monthly Bookkeeping & Account Reconciliation
– Record and categorize all income and expenses
– Match transactions with bank and credit card statements
– Track accounts receivable and payable
– Ensure your books balance every month

Invoice & Billing Management
– Create and send invoices to clients
– Track payments and follow up on outstanding balances
– Manage vendor bills and payment schedules
– Help maintain positive cash flow

Payroll Support
– Prepare payroll summaries for staff or contractors
– Track employee hours, deductions, and benefits
– Ensure accurate CRA remittances (source deductions, EI, CPP, etc.)

Tax Preparation & Year-End Support
– Prepare clean, organized financial records for your accountant
– Generate key reports for tax filing (Profit & Loss, Balance Sheet, etc.)
– Track HST/GST and file returns on time
– Ensure compliance with CRA bookkeeping requirements

Financial Reporting & Insights
– Monthly and quarterly financial summaries
– Budget tracking and expense analysis
– Identify opportunities to reduce costs and increase profitability

Catch-Up & Clean-Up Services
– Bring your books up to date if they’ve fallen behind
– Fix errors, duplicates, or missing entries
– Set up efficient bookkeeping systems moving forward