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Bookkeeping Resources for Canadian Businesses

Helpful bookkeeping resources for Canadian business owners looking to stay compliant, organized, and confident in their financial records.
Clearbook Ledgers is a Yukon-based bookkeeping firm serving businesses across Canada (excluding Québec). This page provides practical guidance on bookkeeping basics, preparation, and the professional tools we use to deliver reliable bookkeeping services.

Bookkeeping Basics for Canadian Business Owners

Bookkeeping is the foundation of accurate financial reporting and CRA compliance. Understanding how bookkeeping works helps business owners avoid costly errors and reduce financial stress.

Common bookkeeping topics include:

  • What a bookkeeper does for a small business
  • The difference between bookkeeping and accounting in Canada
  • Why monthly reconciliations are essential
  • How often bookkeeping should be completed
  • Common causes of messy or unreliable books
If your books are behind or unclear, our Monthly Bookkeeping Services and Catch-Up & Clean-Up Bookkeeping can help restore accuracy and structure.

How to Prepare for Bookkeeping or a File Review

Preparing properly before starting bookkeeping services or a file review helps ensure efficient and accurate work.

Before your consultation, it's helpful to have:

  • Access to your QuickBooks Online account
  • Recent bank and credit card statements
  • Sales records and expense documentation
  • CRA correspondence (if applicable)
  • Previous bookkeeping or accounting reports
If you’re unsure where to start, we recommend beginning with a Bookkeeping File Review / Diagnostic.

Bookkeeping Tools & Software We Use

Clearbook Ledgers uses secure, professional bookkeeping software trusted by Canadian businesses and aligned with CRA requirements.

QuickBooks Online (QBO)

Our primary accounting platform for transaction tracking, reconciliations, and financial reporting. Clients retain ownership of their subscription.

Dext

Used for receipt capture and document collection, helping keep records organized and complete.

Xenett

A financial reporting and review platform that provides clear, easy-to-understand dashboards and financial insights.

Financial Cents

Our secure client portal and workflow system for document sharing, communication, and task tracking.

Wagepoint

Used for payroll processing when payroll services are added to ongoing bookkeeping. Payroll services are available only for existing bookkeeping clients and are not offered as a standalone service.

These tools allow us to provide consistent, reliable bookkeeping services from our base in Yukon to clients across Canada.

Frequently Asked Bookkeeping Questions (Canada & Yukon)

Bookkeeping should be completed monthly to keep records accurate and CRA-ready.
Our Catch-Up & Clean-Up Bookkeeping services can bring records up to date, including multi-year backlogs.
Yes. A File Review / Diagnostic is required before starting catch-up, clean-up, or ongoing bookkeeping services.
Yes. Clearbook Ledgers is based in Yukon and serves businesses across Canada (excluding Québec).
Payroll services are available as an add-on for existing bookkeeping clients only.
Pricing varies based on complexity and volume. You can view starting rates on our Pricing page. View Pricing

Next Steps

If you didn’t find what you were looking for, book a consultation and we’ll be happy to discuss your specific situation.
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