BOOKKEEPING
Save time, avoid costly errors, and gain an accurate, real-time view of your financial standing.
Accounting Software Set up
Setup your products and services
Set up Chart of Accounts
Set up of Sales Tax
Link your bank account to Xero
Program walk through
1:1 training session (60 minutes)
Automate other compatible programs to Xero e.g. Stripe
Monthly Bookkeeping
Download and categorize bank/credit card transactions
Accounts Payable aka purchases
Accounts Receivable aka sales transactions
Payroll
Tracking sales taxes
Monthly Reporting - profit & loss and balance sheet
Bank and credit card Reconciliations
Catch up and clean up bookkeeping
Full diagnostic assessment
Complete catch up and reconciliation
Issue reports- profit & loss and balance sheet
Feeling behind? We’ll get you up to date.
You’ve been scaling your business and keeping your books organized wasn’t at the top of your to-do list. Use our bookkeeping cleanup services to help you get tax compliant, investor-ready, and keep growing.
Get your statements, invoices, and cash flow accurate and up to date.
Have a better understanding of what you need to run your business with accurate data.
The bookkeeping cleanup can go back as far as you need.
How We Do It
1. We set you up on Xero
Before we onboard you, we like to understand your business and once we determine we’re a good match, we will begin by setting you up on Xero.
2. We do the bookkeeping
Each month, we will update your transactions on Xero and send you reports.
3. Voila! clean financials that are tax ready
Voila! Your financials are ready for tax filing either by us or your accountant. We really don’t like surprises, especially by CRA therefore we like to check in throughout the year to make tax season simple and stress-free.
Get Started
Ready to streamline your bookkeeping and maximize your financial success? We’re eager to learn more about your business and how we can help.