Are your books Healthy?

July 10, 2026July 10, 2026 by Michelle Duford

Is Your Bookkeeping Helping Your Business Grow—or Holding It Back?

Click here to sign up for my Free bookkeeping health check.

Bookkeeping is one of those things most business owners don’t think about until there’s a problem.
Unfortunately, by the time issues show up on a tax return, a cash flow report, or during an audit, they can be expensive and time-consuming to fix.

That's exactly why I'm offering a Free Bookkeeping Health Check.

I check 10 areas in your bookkeeping file and report back to you on what's good, what's not and what needs immediate attention

At AccountingMD, I help business owners uncover bookkeeping problems before they become major headaches. Whether you do your own bookkeeping, have an employee handling it, or work with another service provider, a professional review can provide valuable insight into the true health of your financial records.

Why Your Bookkeeping Health Matters

Your bookkeeping isn’t just about keeping CRA happy. It’s the foundation for nearly every important business decision you make.

When your books are accurate, you can:

Understand your true profitability
Make informed pricing decisions
Monitor cash flow with confidence
Prepare for tax season without stress
Access financing more easily
Plan for future growth

When your books contain errors, however, the numbers you rely on may be misleading. Small mistakes can snowball into larger problems that affect your business performance and peace of mind.

What Is Included in the 10-Point Free Bookkeeping Health Check?

My review examines key areas that provide a clear picture of your bookkeeping health.

The assessment includes checks such as:

✅ Bank account reconciliations

✅ Credit card reconciliations

✅ Accounts receivable accuracy

✅ Accounts payable accuracy

✅ GST/HST balances and reporting

✅ Uncategorized transactions

✅ Suspicious balance sheet accounts

✅ Duplicate or unusual entries

✅ Financial statement consistency

✅ Overall bookkeeping best practices

After the review, you’ll receive clear feedback on what is working well and what may need attention.

Why Work With me?

Unlike automated software diagnostics, this review is performed by an experienced bookkeeping professional (me) who understands how real businesses operate.

My goal isn’t to overwhelm you with accounting jargon. I focus on providing practical insights that help you:

Improve financial accuracy
Reduce risk
Save time
Avoid costly clean-up projects later
Gain confidence in your numbers

Most importantly, you’ll learn whether your bookkeeping systems are supporting your business goals—or creating unnecessary risk behind the scenes.

There Is No Obligation

The Free 10-Point Books Health Check is exactly that—free.

There is no obligation to engage my services afterward. You simply receive an objective evaluation of your books and actionable recommendations to help strengthen your financial records.

Think of it as a wellness check for one of the most important assets in your business: your financial data.

Ready to See How Healthy Your Books Really Are?

If you’ve ever wondered whether your bookkeeping is accurate, up to date, and giving you the information you need to make confident business decisions, now is the perfect time to find out.

Contact me today to schedule your Free 10-Point Books Health Check and get a clear picture of the health of your bookkeeping.

Your business deserves financial records you can trust. Let’s make sure that’s exactly what you have.

Bookkeeping with AI

July 10, 2026May 27, 2026 by Michelle Duford

Bookkeeping with AI - not yet a complete solution

I was at the QB Connect event in Calgary this week. Not surprising, the hot topic was AI. As a finance professional coming from a tech background I went to all the AI presentations.

One of the things I noticed as a bookkeeper is that much of the AI depends on having clean data already in the accounting software. Since a lot of work I do is in Catchup and Cleanup bookkeeping, I was very interested to find out how people were using AI to get the information INTO the bookkeeping software.

Anyone who works in the rescue bookkeeping space knows how bad the information can be. Receipts are faded, sometimes written on, sometimes coffee stained, often times missing. You know, real life receipts from real customers.

My mission was to find out from tech enabled service providers using AI, how they handled the imperfect data that we get from our clients.

I heard stories about trying to use various tools like Claude to interpret receipts once scanned in. Machine produced perfect receipts are not a problem. Easy and fairly reasonable priced tools like HubDoc and Dext have existed for years that can handle this. Some of the accounting software providers are starting to include this feature right in the product.

Where the solutions still need a ‘real’ bookkeeper is for those receipts that aren’t perfect. Very complex AI systems still struggle with receipts that are crinkled, coffee stained, written or even contain a ‘received’ stamp.

This is some areas where I see the tools struggle:

A restaurant receipt with two different type of taxes (thank you British Columbia) and a tip.
Border receipts from imported goods GST is randomly applied and sometimes the whole transaction.
Receipts with a mix of taxable/non taxable line items
Receipts with handwritten notes.
Missing receipts

While these don’t represent ALL receipts, they aren’t unusual.

And what was the solution I heard for the imperfect data? Yep, you guessed a real human person verifying and coding the information.

A few more ‘tech-enabled’ firms are using tools like Claude to help – I am not sure yet about the security in using AI but I am not an expert in this space.

So while it isn’t 100% there yet, there are some ‘secure’ tools that can help do the heavy lifting. For the complex or unusual – you still need a competant bookkeeer.

Cleanup vs Catchup Bookkeeping

April 13, 2026 by Michelle Duford

Cleanup vs Catchup bookkeeping - whats the difference?

You’ve been meaning to get to your bookkeeping, but you keep putting it off. The pile of receipts and invoices on your desk is getting bigger and bigger, and your anxiety is growing with it. Don’t worry; you’re not alone! Many business owners fall behind on their books.

When you’re ready to get back on track, I can help. I offer two services that will get your finances in order and your peace of mind back:

Catch-Up Bookkeeping and Clean-Up Bookkeeping.

What’s the difference?

Catch-Up Bookkeeping: Think of this as filling in the gaps. If you have months (or years) of unrecorded transactions, we’ll work together to enter everything into your accounting system so your records are current and complete.
Clean-Up Bookkeeping: This service is for when your books are incomplete and filled with errors. Whether it’s due to incorrect entries, duplicate transactions, or an unorganized chart of accounts, I’ll clean up the clutter and get your books accurate and reliable.

Often, businesses need both services to get completely caught up. A backlog of unrecorded transactions can easily lead to a disorganized and error-prone accounting system.

Ready to clear the clutter and get your books in shape? Let’s chat and create a plan to get your business finances organized and stress-free. Send me a message, and let’s get started!