Services

Our team works 100% remote by utilizing cloud-based software such as QuickBooks Online, Dext and Plooto, which creates an efficient and effective accounting process that allows you to focus on other tasks. Monthly / quarterly bookkeeping includes:

  • Payables & Receivables organization

  • Receipt organization and classifications

  • Bank Account & Credit Card reconciliations

  • Weekly bank transaction categorization

  • Financial Statement package

  • GST Filing

  • Payroll

  • Monitor & utilize an accounting specific email

Monthly / Quarterly Bookkeeping

Cleanup of current books including categorizing all transactions, receipt organization, adjusting and correcting transactions as needed. One-off cleanup services include

  • Transaction categorization and reconciliation

  • QuickBook Online conversion

  • Chart of Accounts rework

  • 3rd party app integration

Bookkeeping Cleanup/Catch-up

QuickBook Online Setup / Conversion

QuickBooks Online setup from a QBO Certified ProAdvisor includes:

  • System setup / conversion to cloud-based applications

  • System and process review with recommendations to financial and operational systems

  • Implementation of automation tools

  • Chart of Accounts update / creation

  • 3rd party app integration

  • Bank account integration

  • Full accounting process setup

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