Bookkeeping for Burlington businesses

Reconciled books kept current on a set schedule, so your numbers are ready when you need them rather than rebuilt in April.

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What is included

Transaction recording and categorisation

Bank and credit card reconciliation

Payables and receivables, tracked and aged

Cash flow tracking

Ledger setup or cleanup

Year-end ready files

How it works

What working with us looks like

We look at the books as they are

In whatever state they are in. Cleanup and ongoing work are scoped separately, so you see both.

We agree a cycle

Weekly, monthly or quarterly, set by your transaction volume and how quickly you need numbers.

You get current books, on that schedule

Reconciled records each cycle with a short plain-language summary.

Who it is for

Is this the right service for you?

You do the books yourself, in the evenings, and you put it off.

Nothing has been reconciled against the bank in months.

Your accountant rebuilds your year before the tax work starts.

You cannot answer “how did last month go?” without opening four things.

You are about to hire, borrow or sell, and someone will ask for financials.

Questions

Questions about Bookkeeping

Do you work with the software we already use?

In most cases, yes. We would rather work inside the ledger your team already knows than move you onto something new for our own convenience. If the current setup is itself the thing producing the errors we will say so, explain what changing it would involve, and leave the decision with you.

Our books are months behind. Is that a problem?

No, and it is common enough that it is close to the default. Catching up is its own piece of work, so we scope and quote it separately from the ongoing cycle — that way you can see what the cleanup costs once and what the maintenance costs every month.

Is bookkeeping separate from the tax return?

They are separate services and they are quoted separately. Many clients use both, because a clean set of books is most of the work a corporate return needs, but we are glad to do either one on its own.

Do we still have to keep receipts?

Yes. CRA expects the underlying records to exist and to be produceable, and that obligation stays with the business whoever keeps the books. We will tell you what to keep and for how long, and most of it can be kept digitally.