How Our Bookkeeping Process Works
We follow the same structured bookkeeping process for every Canadian business we work with — from your first consultation to organized QuickBooks Online records. No surprises, no guesswork, just a clear path to CRA-compliant books.
Step 01
Consultation
We start with a consultation to understand your business, your bookkeeping challenges, and determine whether our services are the right fit.
- Understand your business and industry
- Identify pain points and priorities
- Discuss your current bookkeeping setup
- Answer your questions about our services
Step 02
File Review
If your records are behind or unclear, a file review is completed to assess the condition of your books and define the required work.
- Comprehensive assessment of your records
- Detailed findings report
- Identify discrepancies and issues
- Clear recommendations and scope
Step 03
Proposal
You receive a clear proposal outlining scope, pricing, and timelines before any work begins.
- Clear scope of work
- Timeline expectations
- Transparent pricing
- Service agreement
Step 04
Onboarding
Once approved, we onboard your business into our systems and establish clear workflows and communication processes.
- QuickBooks Online setup or review
- Receipt management (Dext) setup
- Bank and credit card connections
- Client portal access and orientation
Step 05
Ongoing Monthly Workflow
Bookkeeping is completed on a consistent schedule, with clear reporting and structured communication.
- Monthly reconciliations and categorization
- GST/HST filing support
- Financial reports delivered on schedule
- Year-end preparation for your accountant
What to Expect When Working With Us
Clear Communication
Regular updates, clear reporting, and responsive support through your client portal.
Consistent Workflow
Same process, same schedule, every month. No surprises or last-minute scrambles.
Professional Standards
CRA-compliant records and accountant-ready books you can rely on.
Ready to get started?
Book a free consultation to discuss your bookkeeping needs. It’s the first step toward organized, CRA-compliant QuickBooks Online records.