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Bookkeeping

We offer a wide range of services tailored to meet the unique needs of each client. Our services include: - Bookkeeping - Payroll processing - Setting up businesses on customer software - Setting up businesses on our software, with options for monthly business cycle selection - Invoicing - Financial reporting - Self-employment tax preparation - Simple personal income tax preparation - Expense tracking - GST remittances (monthly, quarterly, or annually, depending on business volume) - WCB annual returns And more, based on the specific requirements of our clients.

We understand that cost is a key concern for our clients, so we offer flexible pricing structures to accommodate various needs. Pricing is available in both hourly rates and package deals. To determine the exact cost of services, we recommend scheduling an appointment, as each client has specific requests and needs. - One-time Requests: For one-time services, such as sorting and reporting a year's worth of paperwork or setting up a business cycle on QuickBooks. - Ongoing Bookkeeping Services: For clients requiring ongoing bookkeeping services, we offer specialized package pricing. This is ideal for those who need a consistent monthly business cycle. Additionally, clients can choose from various add-on options to customize their packages. These add-ons are individually priced and can be selected based on specific needs. By providing both hourly and package options, we aim to offer a cost-effective solution tailored to each client’s unique requirements.

Clients seek reassurance about the accuracy and reliability of our bookkeeping services. To provide this assurance, we highlight the expertise and credentials of our team and maintain transparency regarding our qualifications. Each partner has a detailed biography showcasing their extensive experience in bookkeeping and related fields. Additionally, we can provide various official documents upon request, including: - Certificates of insurance - Bookkeeping course certificates - Business permits These measures ensure clients can trust in the accuracy and professionalism of our services.

We utilize industry-standard software to manage financial records efficiently. Our primary tool is QuickBooks. We are in the process of selecting the best tax software to complement our services.

Protecting your sensitive financial information is our top priority. We implement robust security measures, including: - Encrypted USBs for each client - Secure storage of documents in a locked, fireproof cabinet - Adherence to business operation requirements and protocols We also require a signed Confidentiality Agreement and a Non-Disclosure Agreement between the company and the client, reviewed by a lawyer, to ensure mutual understanding and protection of data.

Absolutely. We offer services for simple personal tax preparation, tax returns for the self-employed, and partnerships. While corporate returns are not available at this time, we can assist with overdue returns for up to ten years prior.

The frequency of updates to your financial records will be determined during the creation of the Non-Disclosure Agreement. If documents need to be prepared outside the agreed range, we will outline the costs for preparing financial reports on short notice.

To create accurate financial statements, we typically require the following documents: - Customer invoices - Payment records (cash, debit, credit card) - Bank statements - Credit card statements - Operational receipts - Business number, payroll number, employee information, subcontractor information, and Workers Compensation number Essentially, any paperwork involving transactions related to your business’s income, expenses, and assets.

We communicate primarily via text or email to ensure clear, time-stamped records of all communications. We aim to respond promptly and courteously. For significant changes, such as an increase in business volume, a meeting will be required to discuss necessary adjustments.

Yes, we can provide certificates and testimonials from previous clients to validate our expertise and reliability.

We handle mistakes or discrepancies professionally by consulting a senior bookkeeper or accountant and, if necessary, seeking advice from relevant government agencies. All instructions and requests are documented in writing to maintain clarity and accountability.

Our team has extensive experience in various industries, including: - Trades - Oil and gas - Legal - Real estate - Community Volunteer Income Tax Preparation

Our co-founder, MdG, holds a certificate in Bookkeeping for Small Business and a certificate in Business Administration–Legal Secretarial. With extensive experience in managing the administrative operations of a roofing business and working at law firms, she is highly organized and detail-oriented. She has also completed an Ethics and Codes course through the Insurance Council of British Columbia.

We prioritize continuous learning and staying current with compliance, laws, and regulations. For example, we follow the Canada Revenue Agency's protocols for securing tax information, including using locked, fireproof cabinets and secure laptops for business purposes. We also stay informed about new tax credits and maintain high standards of ethical bookkeeping practices.