Monthly Bookkeeping

Monthly Bookkeeping Done Right

Accurate, up-to-date books every month, handled by a dedicated bookkeeper. Serving Airdrie, Calgary and small businesses across Canada.

Bookkeeping records and spreadsheets

Clean Books, Every Single Month

Your books are the foundation of every business decision, every loan application and every tax return. When they fall behind, you lose sight of cash flow, miss deductions and scramble at year-end.

We take the whole job off your plate. Each month we record and categorize every transaction, reconcile your bank and credit card accounts, and keep your payables and receivables current. Then we send you clear financial statements you can actually use.

Everything Covered in Bookkeeping

  • Monthly bank reconciliation
  • Credit card reconciliation
  • Expense categorization
  • Accounts payable management
  • Accounts receivable tracking
  • General ledger maintenance
  • Profit & loss statement
  • Balance sheet preparation
  • QuickBooks Online access
  • Year-end package for your tax return

Built for Businesses Like Yours

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Freelancers & solo founders

Get your finances organized from day one so tax time is simple.

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Growing small businesses

More transactions, more staff, more complexity. We keep up so you don't have to.

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Incorporated companies

Books that are ready for your T2 corporate return and GST/HST filings.

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Businesses switching bookkeepers

We take over cleanly and fix anything that was left behind.

Simple, Four-Step Process

01

Free consultation

We learn how your business runs, what software you use and where your books stand today.

02

Setup & onboarding

We connect your bank feeds, set up your chart of accounts and get secure access to your records.

03

Monthly bookkeeping

Every transaction is recorded, categorized and reconciled against your statements.

04

Reports by the 15th

Your P&L and balance sheet arrive by the 15th of each month, with any questions flagged.

Monthly plans from
$299/mo

Starter, Growth and Elite plans. Save 20% with annual billing. Behind on your books? Catch-up bookkeeping starts at $500 per month of backlog.

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Common Questions

A bookkeeper records and organizes all your financial transactions (income, expenses, invoices and bills) and keeps your accounts reconciled every month. You get clean books, monthly financial reports, and records that are ready for tax time.

Most small businesses need both, at different times. A bookkeeper keeps your records accurate all year. An accountant or CPA uses those records to file your taxes and plan ahead. Our team covers both, so nothing gets lost in the hand-off.

Yes. Our catch-up bookkeeping service cleans up backlogged months or years of records, then moves you onto a regular monthly plan so you never fall behind again.

We work primarily in QuickBooks Online, and our team is QuickBooks ProAdvisor certified. If you use different software, ask us during your free consultation.

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Get Started Today

Ready to Talk About
Monthly Bookkeeping?

Book a free 30-minute consultation and we'll tell you exactly what your business needs, with no obligation.

Free 30-min call · No obligation · Serving all of Canada