Accurate books.
Better business decisions.
Professional QuickBooks Online setup, bookkeeping, cleanup and accounting support for small businesses in Cambridge, Kitchener-Waterloo and across Ontario.
QuickBooks help for every stage
- ✓New QuickBooks Online setup
- ✓Monthly bookkeeping and reconciliations
- ✓Catch-up and cleanup bookkeeping
- ✓GST/HST recording and reconciliation
- ✓Tax-ready financial records
Is QuickBooks creating more work than it saves?
QuickBooks is a powerful accounting tool, but inaccurate setup and incomplete bookkeeping can make your reports difficult to trust.
We identify the underlying issues, correct the records and help you establish a reliable bookkeeping process.
- Your bank balance does not match QuickBooks
- Transactions are incorrectly categorized
- Bank or credit-card accounts have not been reconciled
- Your GST/HST balances do not appear accurate
- Personal and business transactions have been mixed
- You have duplicate, missing or uncategorized transactions
- Your bookkeeping is several months—or years—behind
- You are unsure whether your books are ready for tax filing
Practical QuickBooks support for your business
Choose the level of assistance that fits your current bookkeeping needs and the stage of your business.
QuickBooks Setup and Configuration
Start with a properly structured accounting system.
- Company and fiscal-year settings
- Customized chart of accounts
- Bank and credit-card connections
- Customer and supplier setup
- GST/HST configuration
- Opening account balances
Monthly QuickBooks Bookkeeping
Keep your records organized and up to date throughout the year.
- Transaction recording and categorization
- Bank and credit-card reconciliations
- Accounts receivable and payable tracking
- GST/HST recording and reconciliation
- Month-end adjustments
- Monthly financial reports
QuickBooks Cleanup and Catch-Up
Bring incomplete or inaccurate bookkeeping back under control.
- Bring overdue periods up to date
- Correct improperly categorized transactions
- Resolve unreconciled accounts
- Review duplicate or missing entries
- Correct opening balances
- Prepare your books for year-end
Review and Troubleshooting
Manage your own bookkeeping but need reassurance? We can review your QuickBooks file, identify problem areas and recommend the corrections needed.
- Account-balance review
- Transaction-coding review
- Reconciliation troubleshooting
- Financial-report assessment
- Recommended corrective entries
Financial reports you can rely on
Accurate bookkeeping gives you more than organized records. It helps you understand profitability, monitor cash flow and prepare for tax obligations.
QuickBooks support for growing Ontario businesses
Work with a Cambridge-based, CPA-led accounting firm while securely accessing services from anywhere in Ontario.
Small Businesses
Reliable bookkeeping and reporting for incorporated businesses and growing owner-managed companies.
Self-Employed Professionals
Organized income and expense records for sole proprietors, consultants and independent professionals.
Contractors and Construction
Clear project expenses, supplier transactions and financial reporting for contractors and trades.
Restaurants and Hospitality
Support for high-volume transactions, sales systems, tips, suppliers and GST/HST reporting.
Trucking and Transportation
Organized vehicle, fuel and operating expenses with reliable business reporting.
Non-Profit Organizations
Organized records and financial reporting suited to the needs of community-based organizations.
A clear path to accurate books
Consultation
We discuss your business, bookkeeping process and concerns.
Assessment
We review your records, reconciliations and outstanding periods.
Recommendation
You receive a clear scope of work and proposed pricing.
Implementation
We begin the setup, cleanup or ongoing monthly service.
More than transaction entry
Your bookkeeping should support accurate reporting, tax compliance and confident business decisions.
CPA-Led Accounting Support
Your bookkeeping is approached with attention to reliable financial reporting and Canadian tax requirements.
Integrated Bookkeeping and Tax Support
Your day-to-day bookkeeping can connect with GST/HST filings, year-end accounting and business tax preparation.
Clear Communication
We explain outstanding issues, required information and financial results in practical language.
Local and Remote Service
Receive personalized support from a Cambridge-based firm, with secure remote service available across Ontario.
Questions about QuickBooks services
Can you fix an existing QuickBooks Online file?
Can you bring several months of bookkeeping up to date?
Can you set up QuickBooks for a new business?
Do I need to provide my online-banking password?
Do you provide remote QuickBooks services?
Does bookkeeping include preparation of tax returns?
Get your QuickBooks records under control
You should be able to rely on your accounting records—not spend hours wondering whether they are correct. Let’s discuss your QuickBooks setup, cleanup or monthly bookkeeping needs.