The Help Center
All You Need To Know
What does bookkeeping include?
Bookkeeping starts with gathering all your invoices, receipts, bills, cheques, deposit, bank, and credit card statements, and anything else that involves you spending or receiving money in your business. We enter everything into your chosen bookkeeping software, and then reconcile all your bank and supplier accounts. We perform adjusting month and year end entries and provide you with financial statements. We also provide accounts receivable and payable services if needed.
How much does it cost?
Our hourly rate is $45 per hour. This is how we start with most clients until we get an idea of what the scope is each month. At that point, we can determine a monthly rate or an all inclusive package. These generally start at $135 per month for the most basic bookkeeping with one bank account.
How do I get my documents to you?
We provide pick-up and drop-off services in Penticton, but can also receive your documents via email, mail, or through a shared cloud folder, such as Google Drive or OneDrive. Whatever works best for you!
What software do you use?
We specialize in Sage 50 Desktop and QuickBooks Online.
Do you do corporate bookkeeping?
Yes, we will take care of your books, but you will need to have an accountant to prepare your taxes for you. We will work directly with your accountant to make sure they have everything they need.
What is the difference between a bookkeeper and an accountant?
A bookkeeper records your day-to-day transactions and reconciliations. They are the detail people. An accountant works on your tax filings and tax planning. They are the big picture of people!
Do you file income tax?
We do tax filings for only the most basic personal income taxes (which does include your sole proprietorship business). We do not do corporate tax filings, but can recommend and work with an accountant to help you with that.