Bookkeeping & Accounting

Organized, accurate books, from day-to-day recording to full financial statements.

Small Business Bookkeeping

Regular recording and reconciliation of your income and expenses, so your books stay accurate and current.

We keep your accounts organized month to month, so you always know where your business stands.

What’s included

  • Recording and categorizing transactions
  • Bank and credit card reconciliation

Bookkeeping Clean-up

If your books have fallen behind or contain errors, we review, correct and catch them up to a current, accurate state.

This is a common first step before tax filing, financing, or handing your books over for ongoing bookkeeping.

What’s included

  • Review and correction of past entries
  • Catch-up for missing periods

Accounting System Setup

We set up accounting software and a chart of accounts built around your business, so your records are organized from the start.

We can also train you or your staff on how to use the system going forward.

What’s included

  • Software selection and setup
  • Chart of accounts tailored to your business
  • Training for you or your staff

Financial Statement Preparation

Professional income statements and balance sheets, prepared for your bank, investors, partners or tax filing.

Statements are prepared with the year-end adjustments needed for an accurate picture of your business.

What’s included

  • Income statement and balance sheet
  • Year-end adjustments

Included with every service

Secure online document sharing
Personalized support from start to finish
Accurate and timely electronic filing
Professional, ongoing support

Ready to get started?

Book a call and we will confirm what you need and your price.

+1 (647) 872-1182Ext. 102

Add your phone number in the notes when you book so we can reach you at the scheduled time.