We listen to our client’s past and future plans and make recommendations about how to minimize taxes for the company and the family now and in the future.
We offer bookkeeping services to self-employed individuals and companies, including data entry, categorization of expenses, payroll, remittances, and reconciliation of bank and credit card statements.
Each client can customize which bookkeeping services they want to pay for.
We only work online, relieving our clients of the need to provide monthly or annual packages of customer invoices and supplier bills and receipts. We recommend that our clients use HubDoc to facilitate keeping track of the many supplier bills and receipts. With a little hands-on training, the HubDoc software will upload the documents directly to the client’s online bookkeeping software, including the name of the supplier, the category of expenses, and even sales taxes paid.
We encourage our clients to use online accounting software such as QuickBooks Online, Xero, Wave Accounting, but will accept data provided through Excel, Google Sheets or Numbers (converted to Excel).
For new clients, we prefer to charge on an hourly basis until we get a sense of the time involved. After a few months, it will be possible to quote a flat monthly fee, if the client prefers to have a fixed budget
Please call us at 604 558 2234 or book an appointment to learn more
Every situation is different. We offer tax planning for companies to minimize the tax burden for the company and its shareholders.