Accurate, organized books in QuickBooks Online — categorized, reviewed, and kept up to date.

Bills, invoices, vendor records, customer payments, and outstanding balances managed clearly.

Bank and credit card accounts reconciled carefully, with discrepancies identified and resolved.

Accurate, organized books in QuickBooks Online — categorized, reviewed, and kept up to date.

Bills, invoices, vendor records, customer payments, and outstanding balances managed clearly.

Multiple bank and credit card accounts reconciled, with discrepancies identified and resolved.

DEXT receipt and bill management.

HST tracking and filing support, plus clean records for CRA requests and accountant review.

Accurate, organized books in QuickBooks Online — categorized, reviewed, and kept up to date.

Bills, invoices, vendor records, customer payments, and outstanding balances managed clearly.

Multiple bank and credit card accounts reconciled, with discrepancies identified and resolved.

DEXT receipt and bill management.

HST tracking and filing support, plus clean records for CRA requests and accountant review.

Payroll processing, remittances, ROEs, T4s, vacation pay, and year-end payroll support.

Year-end preparation for the accountant.

Catch-up Bookkeeping

• Enter and categorize outstanding transactions

• Record missing bills, expenses, and deposits

• Reconcile overdue bank and credit card accounts

• Update Accounts Payable and Accounts Receivable

• Prepare current financial reports

Clean-up Bookkeeping

• Correct incorrectly categorized transactions

• Identify duplicate, missing, or unmatched entries

• Resolve reconciliation and opening balance discrepancies

• Review outstanding customer and vendor balances

• Organize the Chart of Accounts

• Review HST coding and supporting records

Pricing is based on the volume and condition of the records. A time estimate will be provided after an initial review.

Personal Tax Return Preparation

• Prepare Canadian personal income tax returns (T1)

• Review employment slips and other income documents

• Organize eligible deductions and supporting information

• Identify missing information before filing

• Prepare the return accurately and clearly

Self-Employed Tax Preparation

• Report self-employment and sole-proprietor income

• Review and organize eligible business expenses

• Assist with business-use-of-home and vehicle expense information, where applicable

• Organize supporting records for the tax return

• Prepare self-employment information as part of the personal T1 return

Pricing is based on the complexity of the return and the information provided. A fee estimate will be confirmed after an initial review.