- The initial set up of a new business
- Sorting out your books for tax or HST purposes
- Accounts payable and receivable
- Reconciliation of accounts
- Monthly Trust reports
- Managing disbursements
- Filing government remittances (HST, taxes…)
- Training for any of the above
How it works!
These are the typical steps to getting started:
Step 1 – We have a first meeting (this one’s on me) where we discuss what your needs are, I answer any questions you have and if we decide to go ahead with the monthly bookkeeping, you hand off any and all paperwork and documents you have pertaining to your books, which I take with me to my office. Don’t worry if they’re in a mess, it will be my pleasure (I’m not kidding, I love this stuff!) to put them in order.
Step 2 – I dive in! I sort through your papers, take some notes, enter oustanding transactions in the accounting software and bring your books up to date.
Step 3 – I get in touch with you to discuss some questions I might have and give you feedback on what I’ve done so far. We agree on a date for me to go back to your office and exchange documents. I bring you back your papers, ready to be filed and grab the paperwork, bills, receipts, invoices, statements… that haven’t been processed yet.
Step 4 – Depending on the amount of transactions your business goes through, I drop by to exchange documents on weekly or bi-weekly basis.