Bookkeeping & Tax Preparation Services

Initial Set-Up

Just getting started? We can help with preparation of your chart of accounts, get your vendors and clients set up for invoicing and transactions, as well as set up your inventory management.

Day-to-Day Invoicing

Pay, and get paid on time! We can build invoice templates for your business as well as send them by mail or electronically. We’ll set up your bank deposits and reconciliation, and establish processes for receiving and posting payments as your sales roll in and the expenses roll out.

Inventory Management

Our inventory management services will reveal inventory with high and low turnover. We can help you track inventory, and adjust where needed so you can meet the demand of your customers without over-purchasing.

Remittances (GST/PST)

Keep your sales taxes paid and up-to-date with our remittance services.

Financial Reporting

You’ll need a clear picture of the financial health of your business to reach your goals and targets, and this information should be available at-a-glance. We can make sense of where you’re at with clear income statements, balance sheets, sales reporting and aging reports.

Financial Reporting

At a glance you should be able to see how your business is performing. We can help you do that and provide some insights on areas that may need additional attention in your business.

“Making good judgments when one has complete data, facts and knowledge is not leadership – it’s bookkeeping.”

— Dee Hock, Founder of Visa

Day-to-Day

In even a small business there is a lot of records to keep up-to-date from expenses to sales. We can help keep you current so that your clients pay you on time and your suppliers are paid on time!

Bookkeeping Services

  • Company Books initial setup including:
    • Preparation of chart of accounts
    • Setup Vendors
    • Setup Clients
    • Setup Inventory
  • Day-to-Day Invoicing
    • Setup Invoice Templates
    • Send Invoices (by mail or email)
    • Receive & post payments (A/R)
    • Bank Deposits
    • Bank Reconcillation
    • Send & post payments (A/P)
  • Inventory Management
    • Track inventory
    • Identify inventory with slow turnover
    • Inventory adjustments
  • Remittances
    • GST Remittance
    • PST Remittance
  • Financial Reporting
    • Income Statements
    • Balance Sheets
    • Sales Reports
    • Aging Reports

Get in touch to see how we can support your business.


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