Services
Everything that keeps a small business compliant.
We do bookkeeping and the things attached to it. We are not accountants and we don’t file your corporate return — we make your accountant’s job cheap and quick.
Monthly bookkeeping
The core service. Every transaction categorised against a chart of accounts built for your industry, bank and credit card accounts reconciled to the statement, receipts matched, and supplier and customer balances aged.
- Profit-and-loss and balance sheet issued by the 10th
- A short plain-English note on anything that looks unusual
- Read-only bank feeds — we never move your money
GST/HST
Tracked continuously rather than reconstructed at the deadline, then prepared and filed for every period — monthly, quarterly or annual, whichever you’re on.
- Input tax credits captured properly, including on vehicle and home-office costs
- Filed on time, every period, or we cover the late-filing penalty
- We’ll tell you what you owe two weeks before it’s due
Payroll
Up to fifteen employees, on any pay cycle. Direct deposit, statutory deductions calculated and remitted, and the year-end paperwork handled.
- CPP, EI and income tax remitted to CRA on schedule
- T4s and the T4 summary issued every February
- ROEs prepared when someone leaves
- Vacation pay and statutory holiday pay tracked to Alberta rules
Catch-up & cleanup
If you’re months or years behind, this comes first. We reconstruct the period, reconcile it, and file whatever is outstanding — then you move onto monthly service and stay current.
- Quoted as a one-time fixed fee after we’ve seen the state of things
- We’ll deal with CRA correspondence on your behalf if you authorise it
- No lectures. Everyone who calls us about this is embarrassed, and nobody needs to be
Year-end packages
A reconciled, documented year-end file prepared in the format your accountant asks for, with the working papers they'd otherwise have to build themselves.
- Trial balance, reconciliations and supporting schedules
- Sent directly to your accountant if you'd rather not be the middleman
- Usually the single biggest saving on your accounting bill
Software setup & training
QuickBooks Online or Xero, set up once and set up correctly, with a chart of accounts that reflects how your business actually makes money.
- Migration from spreadsheets, desktop software, or nothing at all
- Two hours of training for you or your office staff, included
- Receipt-capture app configured so photos file themselves
Being clear
What we don’t do
- Corporate tax returns. That’s your accountant’s work. We hand them a clean file, which is what makes it cheap.
- Personal tax returns. Same reason. We’re happy to recommend two or three good local firms.
- Audit or assurance work. Requires a CPA firm. We’ll prepare everything an auditor asks for.
- Financial or investment advice. We can tell you what your numbers say. What to do about it is a different licence.
- Moving your money. Our bank access is read-only, always. You approve and release every payment yourself.
Not sure what you need?
Half an hour on the phone sorts it.
Most people aren’t sure which service they need. We’ll tell you plainly — including if the answer is that you don’t need us yet.