What is included every month
- Recording all bank, credit card and payment-processor transactions
- Coding to your chart of accounts with GST/HST, PST or QST applied correctly
- Bank and credit card reconciliations to the statement
- Accounts receivable and payable review
- Receipt and bill matching (with Dext or Hubdoc if you use them)
- Month-end adjustments: accruals, prepaid expenses, loan interest and amortization schedules
- Monthly Profit & Loss, Balance Sheet and a short plain-English summary
- A dedicated accountant who knows your business
Why Canadian businesses outsource bookkeeping to us
An in-house bookkeeper costs a full salary plus benefits and still needs cover for holidays. A local firm may bill by the hour. We offer a fixed monthly fee based on your transaction volume, so you know the cost in advance.
Because our team is in India, much of the work happens while you sleep. Send documents at the end of your day and they are often processed by the next morning in Canada.
Getting started takes about a week
- 1
Free consultation
A 30-minute call about your business, software and volume. You get a fixed monthly quote.
- 2
Secure access
You give us accountant-level access to your accounting software and read-only bank feeds. You never share your banking password.
- 3
Clean-up if needed
If your books are behind, we catch them up first (see catch-up bookkeeping).
- 4
Monthly rhythm
Books are closed by an agreed date each month and your report arrives in your inbox.