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)