Every service I offer is designed to support business owners through the parts of running a business that often feel the most stressful, time-consuming, or confusing.

 

Bookkeeping & Financial Recordkeeping

Accurate bookkeeping is the foundation of a healthy business.

I offer 

• Full-cycle bookkeeping

• Bank and credit card reconciliations

• General ledger maintenance

• Chart of account setup and cleanup

• Month-end and year-end bookkeeping support

• Transaction categorization and account review

​

Payroll & Compliance Support

• Payroll processing

• Source deductions remittance support

• WSIB reporting support

• GST/HST setup and filing support

• Review of filing frequency and reporting methods

• Compliance monitoring and reporting support

 

Cleanup & Catch-up Services

• Historical bookkeeping cleanup

• Catch-up bookkeeping

• Review and correction of unreconciled accounts

• Cleanup of miscategorized expenses

• Historical issue reviews and diagnostic assessments

• Bookkeeping takeovers and file reviews

 

QuickBooks & System Support

• QuickBooks Online setup and optimization

• QuickBooks file reviews

• Troubleshooting and issue resolution

• Workflow and bookkeeping process improvements

• Chart of account restructuring

• System cleanup and organization

​

Financial Oversight & Reporting

• Financial reporting support

• Balance sheet reviews

• Reviews of historical reporting issues

• Cash flow monitoring support

• Financial organization and internal recordkeeping support

​

Advisory & On-Demand Support

• Bookkeeping consultations

• Ongoing support for business owners

• CRA correspondence support 

• On-demand troubleshooting

• Custom support for unique bookkeeping needs

​

Specialized Focus Areas

• Messy books and historical cleanup

• Bookkeeping takeovers

• Compliance issue identification

• Reconciliation problem-solving

• HST and Source Deduction reviews.

​

​