An ongoing routine
A regular process for gathering records, categorizing transactions, and reconciling accounts helps keep your financial information current. We agree on responsibilities and a reporting schedule.
All services
YEAR-ROUND BOOKKEEPING
Good books. Clearer decisions.
Reliable bookkeeping that keeps your everyday records connected to your bigger business picture.
Book an appointmentTailored to your business
Let’s talkWe’ll confirm the scope and cost before we begin.
In-person & remote appointmentsWhat affects the priceWHERE WE CAN HELP
Support for the records behind your business.
A catch-up project
If months of records have built up, we review the periods, accounts, and missing information first. Cleanup is scoped before a regular bookkeeping routine begins.
A clearer handoff at year-end
Reconciled records and supporting schedules help your tax preparer work from a consistent set of numbers. We discuss the reports needed, whether filing is with Urban or another professional.
Bookkeeping prepares the records. Tax preparation files the return.
Ongoing bookkeeping does not automatically include a corporate or personal tax return. Sales tax and payroll tasks also need to be agreed. We’ll make the responsibilities and deliverables clear at the outset.
HOW WE HELP
The details, taken care of.
We help owner-managed businesses keep their records current, reconciled, and ready for tax time. Whether you need a fresh start or ongoing support, we build a process around your business.
Monthly bookkeeping
Recording income and expenses, categorizing transactions, and completing month-end closes.
Account reconciliations
Matching bank and credit card statements to your books and identifying unusual or missing entries.
Payables and receivables
Tracking customer invoices and supplier bills to give you a clearer view of what is owed.
GST/PST and payroll
Supporting filings and remittances in step with your underlying records.
Reports and year-end preparation
Preparing financial statements and reconciled schedules to support decisions and tax filing.
CLEAR EXPECTATIONS
Know the scope.
Know the cost.
Bookkeeping is quoted around the work your business needs. We first review your accounts, transaction volume, and how current your records are, then confirm the initial cleanup and ongoing scope where applicable.
All quoted amounts are in CAD. Taxes and any applicable e-filing fees are additional.
Request an estimateWhat we consider in your quote
- Number of transactions, bank accounts, and credit cards
- Months of records requiring cleanup or reconciliation
- Frequency of reporting and agreed sales tax or payroll tasks
Before we begin
We confirm the work, the records needed, and the expected timing. If your situation needs additional work, we’ll discuss it with you.
Can you use my current bookkeeping system?
We work with common cloud bookkeeping tools. We’ll review your current setup and agree on a practical way to work together.
Can you help get overdue books up to date?
Yes. We can review your file, identify the cleanup needed, and organize your records before ongoing support begins.
Do you prepare year-end packages?
Yes. We prepare reconciled statements and schedules to support year-end tax preparation, whether your return is prepared by us or another professional.
What will you need from me each month?
Typically, we need statements, sales and expense records, and answers to questions about unfamiliar transactions. At setup, we’ll agree on the records you provide, how they are shared, and when they are needed.
Can you take over from another bookkeeper?
We can review your existing file and the transition needed. Bring the most recent reconciliations, reports, and details of your software so we can identify outstanding work and agree on a handoff.
Are payroll payments and tax filings automatic?
Only the tasks included in your agreed scope are handled. We’ll clarify who prepares, approves, files, and pays each item so responsibilities are understood.
LET’S MAKE IT SIMPLE
A clearer tax season starts here.
Let’s take the next step together. Tell us a little about yourself, and choose a time that works for you.