Frequently Asked Questions

I am located in ______. Can you still manage my books?

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Absolutely! We work remotely with all our clients and can communicate with you over phone or video calls. Regardless of where you are, as long as you have internet access, we can keep your books updated.

Can you file my BUSINESS taxes for me?

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No, we do not file corporate tax returns (T2s). Corporate tax filing is best handled by a licensed CPA. Our role is to prepare your books to a CPA-ready standard, ensuring your financials are accurate, compliant, and fully supported before they ever reach your tax preparer. This allows your CPA to work more efficiently, reduces the risk of errors, and helps you avoid unnecessary tax prep costs.

By separating bookkeeping and tax preparation, you benefit from the specialized expertise of both professionals — and ultimately receive better service, better accuracy, and better value.

Are bookkeeping and accounting different?

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Bookkeeping focuses on recording and organizing financial data, including tasks such as invoicing, billing, payroll and reconciling transactions. Accounting is the interpretation and presentation of that financial data, including aspects such as tax returns, auditing and analyzing performance.

I have neglected my bookkeeping. Can you catch up and set up new systems?

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Certainly! It's common for business owners to fall behind on their bookkeeping, even if they have been doing it themselves or have hired other help. As a new client, we conduct a comprehensive audit of your books and provide you with a report outlining the updates and cleanup required, if any, along with a quote and timeline.

As we start working together, we will customize your chart of accounts and financial reports to suit your business's unique needs.