Services

Bookkeeping Services Built for Small Business

Everything your books need — from months-behind catch-up to a clean, reconciled month-end, every month.

Cloud bookkeeping services dashboard
What We Do

Complete Bookkeeping & Back-Office Support

From day-to-day bookkeeping to year-end prep, Canadian & US payroll, and HST/GST — we handle the numbers so you can handle your business.

Monthly Bookkeeping

Bank & credit card reconciliations, monthly financial reports, and clean books delivered on time, every time.

Payroll Processing

Canadian & US payroll services including remittances, ROEs, T4s, T4As, T5s, T5018, WSIB, EHT, and state filings.

HST/GST Returns & Filing

Accurate HST/GST tracking, reporting, and filing for Canada — plus US sales tax guidance so you never miss a deadline.

Year-End Financial Prep

Clean year-end financials prepared for your accountant — minimizing adjustments and saving you money.

Catch-Up & Clean-Up

Months or years behind? We sort, organize, categorize, and rebuild your books so you can move forward with confidence.

QuickBooks Online Setup

Conversions, setup, customization, and one-on-one training from an Advanced Certified ProAdvisor.

Document Organization

Organize and categorize your financial documents digitally. Secure cloud storage for receipts, invoices, and statements — everything accessible from anywhere.

Note: We do not prepare personal tax returns or corporate tax returns. We prepare accurate year-end financials for your accountant to file — saving you both time and money.

Build

Systems & Workflow Building

Bookkeeping that runs itself — because the process was built properly.

Most bookkeeping problems aren't bookkeeping problems. They're process problems: two systems that don't agree, costs that never reach the right job, a month-end that depends on someone remembering. I build the workflow behind the numbers — so your reporting is dependable without anyone chasing it. For contractors that means real job costing: the numbers in your project software and the numbers in your books telling the same story, job by job.

What this includes

  • Project management reporting & job costing — pull project reports from your PM software (Procore, SiteMax, Jobber, Buildertrend), tie them back to the general ledger, report budget vs actual, committed costs and WIP by job — so you know which projects are making money while they're still running.

  • Project system ↔ QuickBooks integration — so both systems agree.

  • Expense allocation to projects — so project profitability reflects true costs.

  • Chart of accounts rebuild — so your reports say something at a glance.

  • Statement import & reconciliation automation — so nothing sits uncategorized.

  • Month-end close, HST filing, payroll & CRA remittances, year-end package — all the recurring compliance work, handled.

How it works

  1. 1

    Review how your systems actually work today.

  2. 2

    Build — cleanup and setup first.

  3. 3

    Run — monthly, with reporting you can rely on.

Pricing

Builds are quoted hourly at $79.50/hr with an estimated range provided upfront — no surprises. Once the build is complete, ongoing bookkeeping moves to a flat monthly fee.

Small business owners across trades, hospitality, retail, and professional services
Who We Serve

Industries We Specialize In

We understand the unique bookkeeping needs of trades, hospitality, construction, and service-based businesses.

Trades & Contractors
Construction & Job Costing
Hospitality & Restaurants
Retail & Small Business
Professional Services
Real Estate Agents
Freelancers & Solopreneurs
Health & Wellness
Transportation & Logistics
Education & Tutoring
Beauty & Personal Care
Landscaping & Outdoor Services
Property Management
Medical & Dental Practices

Need job costing for construction? We track projects, materials, and labour costs in QuickBooks Online.