Monthly bookkeeping
Monthly bookkeeping in Calgary
Your books reconciled every month in QuickBooks Online or Xero. You get reports you can read, and your accountant gets a clean year-end package.
What you’ll get
✓ Your bank and credit card accounts checked and reconciled
✓ A simple report showing whether you’re making a profit
✓ A snapshot of what your business owns and owes
✓ Your GST calculated and filed on time
✓ A one-on-one video meeting to review your numbers (Growth and Plus plans)
✓ Everything your accountant needs at tax time
Is this right for you?
Why business owners choose monthly bookkeeping
Your evenings go to receipts
Doing the books yourself made sense at the start. Now it takes time away from clients and family.
You only find out at year-end
You want to know each month whether you’re profitable, not when your accountant tells you in the spring.
Year-end costs too much
Your accountant spends billable hours fixing your books before they can start your return.
GST deadlines sneak up
Filings get rushed, or late, because the numbers aren’t ready.
You’re growing
More clients, more staff and more transactions, and your DIY system is starting to slip.
You want people you know
A Canadian team that knows your business, not a rotating offshore call centre.
How to get started
From first review to first month-end
01
Book a free health check
A free review of your accounting file, so you see where your books stand and what you need.
02
Choose your plan
You get a plan recommendation and a fixed monthly price. See the plans on the pricing page.
03
Set up
We connect your bank feeds, set up a shared folder for receipts and get access to your QuickBooks Online or Xero file. No file yet? We can set one up. If you’re behind, our sister site RescueBookkeeping.ca catches you up first.
04
Your first month-end
Your reports arrive within the first two weeks of the following month.
What success looks like
Three months in
Before
A shoebox, or an inbox, of receipts
Bank balance as your only report
A scramble at GST and tax time
After
Every account reconciled each month
A profit and loss and balance sheet in your inbox
GST filed on time
A year-end package your accountant can use as is
Clear answers when your bank or a lender asks for your numbers
Questions about monthly bookkeeping
Do I need to switch software?
If you’re on QuickBooks Online or Xero, no. If you use something else, we’ll talk through options at your health check.
How soon do I get my reports?
Within the first two weeks of the following month.
My books are behind. Can I still start?
Yes. Our sister site, RescueBookkeeping.ca, gets your books current first, and then monthly bookkeeping picks up from there.
What do I need to send each month?
Receipts and any statements that don’t come through a bank feed. We’ll send a reminder before each month-end.
See which plan fits
Monthly plans and the price estimator are on the pricing page.