Outsourced Bookkeeping


I offer professional cloud-based outsourced bookkeeping (accounting) and tax services to small businesses as a Quickbooks ProAdvisor and a Xero Certified Advisor. The services included (but not limited to) are as follows:







Bookkeeping In-a-Box (Quickbooks & Xero Online)

  • Weekly / monthly transactions entry
  • Reconciliation of General Ledger accounts (monthly)
  • Accounts receivable management – Invoices, Receipts
  • Accounts Payable management – Expenses, Payments
  • Monthly Financial Statements
  • Year-end reporting and adjusting entries
  • Government filing (HST)
  • Liaison with Accountant
  • CRA Audit support

Payroll In-a-Box 

  • Timesheet entry (any frequency)
  • Government remittance services
  • Government reporting services (Employer Health Tax, Workers Compensation, Quarterly filing)
  • Year-end reporting (T4, T4A, 1099, W2)
  • Liaison with Accountant
  • CRA Audit support

Bookkeeping Setup (Quickbooks & Xero Online)

  • Setup company profile
  • Setup chart of accounts (generic)
  • Setup customer database
  • Setup vendor database
  • Setup job tasks
  • Setup sales tax
  • Setup services or inventory items
  • Setup reports
  • Setup forms
  • Software training

Customer Invoicing

  • Add customer database
  • Add items for products or services
  • Setup payment gateway
  • Create and send invoices

Government Filing

  • HST / PST / QST filing
  • Provincial WSIB / WCB filing
  • T4 / T4A filing

Tax Preparation (Canadian T1 General / Self-employment)

  • Basic personal return (T1)
  • Basic personal return (T1) with Employment expenses (T2200, T777)
  • Basic personal return (T1) with Self-employment income & expenses (T2125)