Services

If your bookkeeping is not yet set up in a computerized system, I can help transition your records into QuickBooks Desktop or QuickBooks Online, or Wave. This includes organizing historical data, setting up your chart of accounts, and ensuring your records are structured properly from the start.

This service is typically included with the monthly bookkeeping rate. 

Monthly bookkeeping support is tailored to each business. Some owners prefer to enter invoices and bills themselves, while others want a more hands-off approach. I can assist with tasks such as categorizing expenses correctly, setting up loans or lease accounts, and completing bank and credit card reconciliations.

Once your needs are clearly defined, the monthly rate will be determined based on the complexity of your business, the number of statements and the volume of transactions.  

Tax preparation support focuses on gathering and organizing the information your accountant needs to file your business and personal taxes. This includes preparing income and expense summaries, organizing T-slips, and collecting items such as donation receipts and medical expenses.

If your accountant requests specific reports or formats, I can help you understand what’s being asked and ensure the information is prepared correctly—saving time and avoiding unnecessary back-and-forth.