Vert Accounting | Virtual bookkeeping

Virtual bookkeeping for Service-Based Businesses

Focus on growing your business.

We'll handle the books.

Most business owners don't have time for bookkeeping, or don't know where to start. At Vert Accounting, we take bookkeeping off your plate with accurate, organized financials that keep your cash flow steady and your business ready for anything.

No Overhead

You don't have to worry about office space or purchasing equipment!

No employment related costs

No paying mercs (mandatory employment related costs such as EI or CPP) or things like benefits, vacation pay etc.

Flexible hours

Your package is based on your needs and we work based on those. You don't need to worry about filling an employees schedule.

Benefits of hiring a virtual bookkeeper

Meet Vert Accounting's Owner and Lead Bookkeeper

I'm Lucy! After working in the corporate world, I started Vert so that I could support small businesses on a more personal level.

What makes me different as a bookkeeper? I have worked closely alongside top executives, learning through both their successes and their mistakes what it really takes to build a successful business. I've seen the highs and the lows. That experience has taught me what to watch for, and now I can help you spot those warning signs too-before they become problems.

About Vert Accounting

Our Services

For service based businesses using (or willing to switch) to Quickbooks Online

Coaching

Need some help but not a full on bookkeeper? We can help with items such as:

Monthly Bookkeeping

Are your receipts piling up? Keep saying you will deal with them tomorrow and that was months ago? Let us take care of it for you!

Catch Up

Fallen a bit (or a lot) behind? We will work to get your books back up to date and ensure they are organized and accurate moving forward.

Learn More

Your business should support your life, not take it over!

The secret?

Not trying to do everything yourself.

The most successful businesses I see outsource what they can and focus on what they do best.

Hiring a bookkeeper can save you TIME and MONEY!

#squamish #squamishbusiness #squamishbookkeeper

🎅 The CRA is stricter than Santa...

Thinking of treating your team? Here’s what the CRA actually allows ...

1. Up to $500 in non-cash gifts per year = TAX-FREE

Non-cash means: gift baskets, products, event tickets and gift cards (with rules)
*Gift cards are allowed as long as they are for a fixed dollar amount, can’t be converted into cash and are not a prepaid credit card.
*If gifts exceed $500, only the extra is taxable

2. Cash = ALWAYS taxable

This includes:
Cash bonuses
Prepaid credit cards

🎉 Holiday parties still get special treatment🎉

A company holiday event is not taxable if:
-It costs $150/person or less
-It’s open to all employees
*Go over that amount? The excess becomes taxable.

Bottom line
Give generously, just don’t give taxable surprises.

If you need me, I’ll be over here crying happy bookkeeping tears 🥲

#squamishbookkeeper
#squamishbusiness
#squamish

Neon leg warmers? Iconic.
Hair crimper? A moment.
But your books? They shouldn’t be giving “throwback” vibes

If you’re still:
❌Manually entering receipts
❌Keeping paper files “just in case”
❌Using spreadsheets
❌Writing cheques

…your books might be rocking more 80s energy than you think.

Modern bookkeeping looks like
✨ Real-time numbers
✨ Cloud storage
✨ Automated workflows
✨ Online payments
✨ WAY fewer headaches
It’s time to trade the cassette tape methods for something a little more “2026.”
Your future self (and bookkeeper) will thank you!

"My bookkeeping is super easy...it wont take you long...."

Heres the thing....there is much more to bookkeeping than just entering receipts each month.

Swipe for a step by step so you know what your bookkeeper is really doing behind the scenes.

Sales tax is confusing because it’s a system you’re never taught yet fully responsible for. Rules vary by province, change often, and apply differently depending on what you sell, how you sell it, and even where your customer is located.

This is exactly why strong bookkeeping, clear systems, and good advice matter. When you understand your sales tax obligations, you avoid costly mistakes.

Swipe right for a basic understanding of how GST and HST works. We will save PST for another day...

Ever wonder what’s the difference between a bookkeeper and an accountant?
Think of it like a nurse vs. doctor 👇

Bookkeeper = Nurse
They handle the day-to-day care of your business finances ( tracking transactions, reconciling accounts, managing payables/receivables, and keeping everything organized). They make sure the “vitals” are recorded accurately so nothing gets missed.

Accountant = Doctor
They step in to diagnose, analyze, and prescribe. Using the clean records your bookkeeper maintains, they file taxes, and give strategic advice to keep your business financially healthy.

In short:
Your bookkeeper keeps the financial heart beating daily.
Your accountant gives big-picture guidance and specialized care.

So which do you need? Both are essential, just in different ways.

Starting a business doesn’t automatically teach you how to manage your books and you shouldn’t have to figure it out piece by piece. You deserve real support, clear guidance, and systems that actually fit the way modern businesses operate.

That’s where I come in.
✔️ Streamlined bookkeeping
✔️ Straightforward answers to your questions
✔️ Modern tools that make the process easier
✔️ Support that truly supports you

If you’re ready to stop guessing and start feeling confident with your numbers, drop a 📊 or send me a message. Let’s make this the year your finances finally feel light.

#squamish #whistler #squamishbusiness #vancouver #quickbooks

Some of the biggest financial hits I see don’t come from major things, they come from small mistakes that slip through the cracks.

Recently, a client accidentally duplicated $40,000 worth of invoices in their payment system. At first glance, it didn’t seem like a big deal. A duplicate entry here or there… easy to miss!

But because those invoices were processed, the GST was paid twice. When it’s a tiny invoice, the extra GST might only be a few dollars. But when it’s $40,000, that “small” mistake suddenly becomes $2,000.

This is why regular checks, reconciliations, and system accuracy matter.

Now that the error has been fixed, that extra GST paid will be credited back next quarter! 🎉

What could you do with that extra $2000?

Tax season scaries don’t have to be a thing…

1. When your books are kept up to date all year there is no year end scramble.

2. Owing taxes means your business is profitable…and that’s something to celebrate. Especially when you’ve been putting money aside for taxes all year.

#bookkeeper #bookkeeping #squamish #whistler #YVR #squamishbusiness

How does tax season make you feel?

I get asked this a lot and I totally understand why!

Quarterly bookkeeping sounds convenient and cost-effective. I personally do not offer this service for reasons listed below...

*HOWEVER, I know many bookkeepers who offer this service and it works very well for some business owners. If you think it would work for you, I would be more than happy to refer you to someone who provides this service.*

Here’s why I stick to monthly bookkeeping only:

✅ Real-time information: You need to know your numbers now, not 90 days from now. Monthly updates help you make better business decisions.

✅ Fewer surprises: Quarterly bookkeeping usually means a pile of receipts, missing items, and “mystery” transactions. Monthly bookkeeping keeps things clean, accurate, and stress-free. It can be hard to remember a transaction within a single month, let alone 3.

✅ Easier tax prep: Staying up to date all year makes sales tax filing and income tax filing much more stress free for both you and me!

Kanye made me do it…

What’s on your betrayal list? 👀

#squamish #whistler #virtualbookkeeper #squamishbusiness #vancouver #quickbooks #bookkeeper #womeninbusiness #betrayal

Here is why smart business owners stop DIY’ing their bookkeeping and bring in a pro...

1. More time! You don't have to worry about your books-that's my job. The time you used to spend on them can now be spent on something more beneficial to your business...or some extra YOU time!

2. Accurate Books! You don't know what you don't know. I'll ensure your books are accurate and up to date so you have a clear picture and can feel confident in your numbers.

3. Compliance! No more worrying about missing deadlines or that you are not following proper employment or government guidelines. I'll take that worry off your plate.

If you are ready to outsource your books let's chat!

Ok the music might be a little over dramatic 🤣
But the top issues with receipts I see:

1. Only providing the credit card slip

The credit card receipt only shows how you paid and the total amount. It doesn’t show what you bought or the tax breakdown.

2.Mixing in personal expenses

The most common thing I see is a receipt with multiple business expenses on it then one or two that are clearly personal. Its best to keep these separate or cross out the items you know got mixed in.

3. Not properly documenting meals & entertainment

If audited you may be questioned about what the meeting was for and who it was with. Its best to make a quick note on the receipt to document 1. The purpose of the meeting & 2. Who attended. And just an FYI the coffee on your way to work or personal lunch for the office each day DONT count.

#squamish #squamishbusiness #squamishlife #whistler #vancouver #seatosky #squamishbookkeeper #bookkeeper #remotebookkeeper #businessownercanada

Tax season is only stressful because you are trying to do a years worth of work all at once. Doing this means often loosing receipts and missing out on important tax deductions and input tax credits for sales tax.

If your receipts are ending up all over the place, you are not alone! But there is a better way. My clients have access to online app where they can literally snap a photo of a receipt the moment they get it and upload it to me in real time.

There is still time to get organized and have a stress free tax season. Reach out today and I’ll show you how!

#bookkeeper #squamish #whistler #virtualbookkeeper #squamishbusiness #quickbooks

I often hear business owners say...

“People need to stop saying I’m too expensive. They’re paying for VALUE!”

But then:
📉 They lowball every freelancer.
💬 They ask, “Can you do it cheaper?”
🤝 They want discounts from small vendors.
🚫 They ghost people who won’t drop their price.

See the issue?

Look -we ALL want a good deal and there is no shame in being smart with your money.

But you can’t complain about customers chasing the lowest price if you’re doing the exact same thing behind the scenes.

So if you believe in value based pricing, act like it, even when you're the buyer.
That’s what supporting small business really looks like.

.

Bubble breaks should be a thing…

(Pretty sure it would have been easier to find smokes than it was to find these bubbles that barely bubbled).

#bookkeeper #squamish #whistler #virtualbookkeeper #squamishbusiness

Are you a serviced based business in Canada?

Book your free consultation and find out if a remote bookkeeper would work for you!

Link in bio to book!

#bookkeeper #squamish #whistler #virtualbookkeeper #vancouver #bookkeepingtips #squamishbusiness #quickbooks #bookkeeping #

🍂 Fall is nature’s reminder that change can be beautiful.
As I walk through the crisp autumn air, I’m reminded that this season is the perfect time for a fresh start...not just in life, but in business too. 🧡

Is your bookkeeping system ready to support your growth through the end of the year and into the next? If your numbers are falling out of place 🍁, now’s the time to get organized and set up for success.

✨ Let’s clear the clutter and bring clarity to your finances before the year closes.

📞 Book a free discovery call today and let’s talk about how I can support your business behind the scenes so you can focus on what you do best.

🔗 [Link in bio]
#BookkeepingServices #FallBusinessVibes #NewSeasonNewGoals #SmallBusinessSupport #AutumnInBusiness #BookkeeperLife #squamish #whistler #vancouver #squamishbusiness

Now accepting new clients in October and November🎉

I have opened up a number of new client spots. Consultation calls will be available in October for an October or November start.

Book your free discovery call to see if we are a good fit for one another. Link in bio or DM me.

*Pricing starts at $350/month
*Must use Quickbooks Online or be willing to switch #constructions

🚨 5 Signs Your Service-Based Biz Needs a Bookkeeper (It's More Than Just "Messy Books")

You didn’t start your business to stress over receipts, miss CRA deadlines, or chase unpaid invoices. But if you’re feeling buried in financial chaos, it might be time to call in a pro.

Here are the red flags:

1️⃣ CRA deadlines keep sneaking up (and costing you 💸)
2️⃣ Bookkeeping stress haunts your downtime 😬
3️⃣ Invoices go out… eventually (maybe)
4️⃣ Bills are missed, and cash flow feels like guesswork
5️⃣ You think you're profitable, but can't prove it 📉

Don’t let DIY spreadsheets stall your growth. A pro bookkeeper = peace of mind + better decisions + real profit clarity.

Ready to finally breathe easy? 💼✨ Book a free consultation call at the link in my Bio.

Setting boundaries as a business owner can feel awkward 😬

...Especially when you care deeply about your clients. But protecting your time is protecting your business. Here are a few boundaries I have in my business:

1. I follow ethical and legal standards in my bookkeeping- no “just make it work,” no shady stuff. If you ask me to do things that don't align with that then unfortunately we can't work together.

2. I don’t give out my number. I think all my clients will agree that I have a great response time. I like to keep everything in one place (email) so things don't get missed and so there is a paper trail. They can also book a Google Meet whenever they want.

3. Bookkeeping rarely involves true emergencies (we’re not in the ER).
If you’re behind on your stuff, I’ll do my best to help -especially when it’s a one-off. But if it’s a regular thing, I can’t always drop everything every time. That’s not sustainable-and it’s definitely not my fault.

4. I work within the scope of work we agreed upon. If it’s not in the agreement or contract, it’s not part of the service. I love going above and beyond within reason-but not into a whole new job description. You wouldn't hire a plumber for your toilet and then add the dishwasher and sink and expect it to be the same amount. Same goes with bookkeeping.

What boundaries do you have in your business??

Discovery calls have been reopened. I will only be onboarding 1 or 2 clients in October so be sure to book a free call to see if its the right fit for you! DM me or book through the link in my bio!

*Note: Must use Quickbooks Online.

Unfortunately I had to jump on this trend…

#squamish #whistler #virtualbookkeeper #bookkeepingtips #vancouver #quickbooks #bookkeeping #squamishbusiness

You know that entrepreneur you've looked up to for years?

They've had imposter syndrome.

What about your favorite bookkeeper? 👋

You guessed it - I've suffered from imposter syndrome! 🙃

Imposter syndrome is something almost every new business owner will face, but I'm here to help you through it.

Instead of panicking when you come across a finance issue that you don't know how to handle...message me!

Even if I don't know the answer, I guarantee I know the right person to put you in touch with.

You're not alone - I'm rooting for your business every step of the way! 🫶

Might have actually almost died on this hill.....

Unless you ARE a bookkeeper or have the extra time to really learn it, I genuinely don't believe you should be doing your own bookkeeping.

But, I totally get why so many people do....When you first start a business, you want to keep costs as low as possible so you do it yourself.

Here is the thing....I am in a few bookkeeper business groups and there are CONSTANT questions about how to do things. This isn't because the bookkeepers are not competent...but because there are so many variables that it is not always black and white. Bookkeeping gets complicated! If you attempt to do your own books and there are errors, it just means someone needs to fix them later which means a bigger cost to you.

Ensuring your books are done correctly from the get go means less stress and costs down the road.

I will only be onboarding one new client in October so DM me to book a free consultation if you want to get bookkeeping off your plate.

Feedback (whether good or bad)-is always something that I value.

Thank you to Ruth @whiscreative for the kind words. If you are looking for support with branding, website or graphic design, be sure to check them out. They are super awesome and talented!

There are a ton of options out there....My personal preference is to use Payworks but I do work with QBO Payroll as well.

🔹 QuickBooks Payroll
✅ Great for smaller sized businesses
✅ Can integrate it with QBO timesheets
❌ Must manually submit payroll taxes when due
❌ Support line can be hard to reach
❌ No onboarding support
❌ Must manually submit ROEs
💬 Ideal if you’re starting out

🔹 Payworks
✅ Canadian-based with great support 🇨🇦
✅ HR tools, absence management
✅ Scalable for growing businesses
✅ Timesheets
✅ Personalized onboarding & dedicated support
✅ Can set up for payroll taxes to be submitted automatically
✅ ROEs can be submitted through the system
💬 A great fit for businesses that are more complicated and want more hands-on service and more HR features

📊 Your business needs will decide the winner. Which do you use-or prefer?

Someone's gotta reconcile your accounts... would you rather it be you or me? 😏

For as low as $350, each month I'll do your business's bookkeeping, categorize your income and expenses, send you financial reports, and give you time back to focus on achieving those goals you set for 2025! 📈

I'll be opening up a few new spots for October-DM me to schedule a call and see if we are the right fit for one another.

There was a time when I thought the only way to "make it" was by climbing the ladder in one company, sitting at one desk, being part of one team.

But as a bookkeeper, I quickly realized:
✨ I wasn’t built to stay in one lane
✨ I thrive when I can help multiple businesses
✨ My impact is multiplied when I support many teams-not just one.

Now, I get to be a vital part of several small business journeys. I’m not just "on a team"-I’m a trusted partner across many.

Working with me means we’re in a committed relationship. But like any good relationship, there are rules. So before we go all-in, here’s what I need from you:

1. Follow the Rules (Yes, Even the Boring Ones)
You hired me to keep your books in line. So please don't start picking and choosing where that line is.

2. Be Nice
I’m a human, not a calculator. I am an empath so your abrupt email will make me question my life's worth... so add a little smiley face or something.

3.You don’t run from tech.
You don't have to be awesome with tech...I'll show you what you need to know.

If you can handle that, we’ll get along just fine. If not... well, it’s not me-it’s definitely you.

Here’s the issue I see over and over again ⬇️

When Square deposits money into your bank account, they’ve already taken out their processing fees. That deposit is net revenue, not gross revenue.

Why does this matter?

Let’s say you sell a product for $100.
Square takes out, say, $3 in fees. You receive $97 in your bank account.

If you record $97 as revenue, you’re underreporting your income. That may not sound like a big deal on one transaction, but across hundreds or thousands? It adds up...fast.

What you should do instead:

✅ Record $100 as gross revenue
✅ Record $3 as a merchant fee expense
✅ The $97 deposit then makes perfect sense as the net amount

This way, your books are clean, accurate, and tax-ready.

Every payment processor is different so if you use any others be sure to check out how they work!

Here’s the deal:

✅ WHAT YOU CAN EXPENSE:

💼 Lunch with a client where actual business was discussed

☕ Coffee with a potential partner, investor, or vendor

🥗 Team lunch after a long morning of work.

🛫 Meals while traveling for business (not just on your commute into work)

❌ WHAT YOU CAN’T EXPENSE:

☕ Coffee on your way to work -sorry, that morning caffeine is a you problem.

🥪 Lunch on your lunch break because you didn’t feel like eating what you packed.

🍕 “Lunch meeting” with your spouse. Complaining to your partner about work doesn’t count.

📌 WHAT TO RECORD ON THE RECEIPT:

If you’re going to claim it, it’s good practice to record the following:

👥 Who you were with
💬 Reason for the meeting

The two seconds it takes you to write that down can save you a big headache down the road!

#selfemployed #entrepreneurship #smallbiz #startup #businesstips #entrepreneurlife #financialfreedom #taxprep #womeninbusiness #xero #businessgrowth #financialservices #businesstaxes #virtualbookkeeper #bookkeepinghelp #success #smallbusinesstips #quickbooks #vancouver #whistler #squamish #yvrbusiness

Outsourced a task, gained an hour, and ended my work day at the lake 😎

You don’t have to wear every hat in your business. Outsourcing gives yourself room to breathe, think and grow.

Need a hand outsourcing your books? I’ll be opening up a few spots for new clients in the fall. DM me to get on the wait list.

#squamish #whistler #virtualbookkeeper #vancouver #bookkeeping #squamishbusiness

Your bookkeeper has their go-to software for a reason-they know it, they love it, they can make it do backflips.

💻 The right tools = cleaner books, less errors, and fewer headaches…which means a cheaper bill for you!

I'll be the first to admit I originally thought it was weird that a bookkeeper wouldn't be willing to use a clients software. Then I became a bookkeeper 😅 . After dipping my toes in a few different programs I quickly learned my lesson.

There are far too many ins and outs of each software to be able to excel in them all. Using too many means too many different protocols, which means more errors will naturally happen. While I understand every business is unique and requires some adaptability, there are key things that are non negotiable if we are going to work together.

So just like I wouldn't ask my electrician to fix my plumbing, you shouldn't expect your bookkeeper to be able to use every program out there. #selfemployed #entrepreneurship

Welcome to the new era of bookkeeping. No suits. No overhead....

Just clean books and remote support that works.

The bookkeeping/accounting industry has changed big time. Gone are the days when you had to hire someone local to come into your office once a week. Cloud based tools like QuickBooks Online and Dext make it possible to manage your finances 100% remotely.

📍 Location doesn’t matter.
💬 Communication (can be) instant
🧠 Real- time access to your books
⚡Automated processes that save hours (and money)

Our discovery calls are on pause until September. DM us to get on the waitlist.

🥳 Let’s move this party to the cloud
🧾 Receipts now go into an app, not a pile on the desk
💻 Yes, we can do a video call-my cat will likely join too! Her name is Sushi
💸 No more envelope licking. We pay bills with apps now.

Welcome to 2025 😎

TOUGH LOVE TIME-REAL TALK.

Watching someone you care about keep doing the same thing over and over, complaining about their situation but refusing to make different choices is one of the most frustrating things in the world. You want to help, but at some point, it’s clear: they’re choosing their own struggle and only they can make the choice to change things.

That’s exactly what it looks like when you’re not keeping up with your bookkeeping.

If you’re behind on reconciling your accounts, not setting money aside for taxes, and don’t have a real, actionable plan to fix it, then you’re choosing to make your life harder than it has to be.

The truth is you either need to come up with a plan to learn how to do it yourself or hire someone to do it for you.

It’s time to break the pattern.

DM me change to get started!

My books are now closed for new consultations until September.

If you already have an appointment scheduled or a proposal, you're all set! 😊

Over the next month, I'll be focusing on onboarding new clients and fine-tuning existing clients’ books and processes. I'm also expanding my team to ensure we can continue delivering top-notch support and extend our services to more businesses in the future. Hopefully I will squeeze some peak bagging and lake dips in there as well!

Thank you to everyone for your support ❤️

Set yourself up for success 🥇

Our bookkeeping coaching packages will ensure you get have your accounting software (Quickbooks Online) set up properly and show you how to carry out the daily tasks you need to run your business. From invoicing your clients, paying your bills or team to reconciling your books each month or even filing your sales tax!

DM us COACHING to get started!

If having clean books was one of your 2025 resolutions, and DIYing isn't going as smoothly as you thought...

...then a remote bookkeeper might be just the thing for you! 📚

🔗 Swipe to learn the different ways to work with us!

Some things in life are guaranteed like death and taxes...but every year there is still a scramble come tax time🤔

We are over mid way through the year. If you still haven’t touched your books and don’t want a year end scramble like last year, it is time to get on it!

Book a free discovery call to find out if a remote bookkeeper is right for you! DM for information!

#selfemployed #entrepreneurship #smallbiz #startup #businesstips #entrepreneurlife #financialfreedom #taxprep #womeninbusiness #xero #businessgrowth #financialservices #businesstaxes #virtualbookkeeper #bookkeepinghelp #success #smallbusinesstips #quickbooks #vancouver #whistler #squamish #yvrbusiness

Drop a 💩 if you have just said screw it and ate the cost because you were not sure what to do.

This wasn’t just a one and done payment that I needed to make sure I had the cash on hand for....

I made an investment which involved an upfront cost and a year long contract with monthly payments.

Before I signed on the dotted line these are the steps I took to ensure I was comfortable committing:

1. Ensured my bookkeeping was up-to-date through to the end of June.
2. Moved my quarterly sales tax owing to my savings account as well as 20% of my profit for income taxes.
3. I reviewed my Profit and Loss Statement by month to look at my revenue and expenses and ensure I had the funds.
4. I reviewed some subscriptions and expenses that were “nice to haves” and not essentials and cancelled their auto renew. This ending up keeping a little more money in my account each month.
5. I made sure I had enough in my bank account to cover the cost if there was an unexpected drop in monthly income.

Investing in your business is scary but with a clear financial snapshot it makes it much more comfortable!

DM me if you need some help getting a clearer picture!

#selfemployed #entrepreneurship #smallbiz #startup #businesstips #entrepreneurlife #financialfreedom #taxprep #womeninbusiness #xero #businessgrowth #financialservices #businesstaxes #virtualbookkeeper #bookkeepinghelp #success #smallbusinesstips #quickbooks #vancouver #whistler #squamish #yvrbusinessBookkeeper

💸 Running a business is not cheap...

Money comes in, jobs get done, bills get paid… and yet somehow, there’s never as much left over as you’d expect.

👉 Bookkeeping is an essential step to understand where your money is coming and going from

Bookkeeping isn’t just about taxes or reconciling your bank account. It’s about:

💡 Knowing your numbers in real time

📊 Seeing which services are profitable (and which aren’t)

💵 Understanding where your cash is going

🧾 Making confident decisions based on facts, not feelings

If you’re feeling unsure about your numbers, let’s talk!

#bookkeeping #accounting #smallbusiness #taxes #accountant #business #bookkeeper #tax #payroll #taxseason #accountingservices #entrepreneur #bookkeepingservices #finance #businessowner #quickbooks #accountants r #smallbusinessowner #squamishbusiness #bookkeepingtips #squamish #whistler #vancouver

When should you buy that QuickBooks subscription for your new business? Yesterday! 😬

Keeping clean financial records isn’t just essential for filing your taxes, it's incredibly important to help you make data-driven decisions for your business.

Depending on your business structure, good record keeping might even be REQUIRED.

Plus, starting fresh is way easier than cleaning up a mess later (TRUST ME 👀).

Want to outsource your software set-up? Here's what I'll do when you hire me:

→ Input all of your company's info and verify tax settings
→ Link all bank accounts
→ Set up a custom chart of accounts
→ Ensure all beginning balances match your bank statements

From there, you can choose to take over your monthly bookkeeping or hire me to keep it running smoothly.

When you hire a remote bookkeeper (like me!), you don't have to pay for things like a salary, payroll taxes, and benefits, a workspace and equipment...

🌟 But there's an even more important non-monetary value to working with me over hiring an in-house bookkeeper:

Because I work with so many different clients, I'm exposed to so many systems and strategies that are working for other business owners just like you! 🫵

Want expert bookkeeping help without the full-time price tag? Hit the link in my bio to schedule a free discovery call!

No matter the amount $200K or $2K-submitting payroll always makes me sweat 😅

Bookkeeping usually comes with the comfort of “it’s fixable”... but payroll? That’s people’s rent, groceries, and peace of mind. One wrong entry and it’s panic mode!

Shoutout to the business owners who feel the pressure every payday-you’re not alone 🙌 And if you would rather pass that stress along to me- I would be happy to take it off your plate!

#selfemployed #entrepreneurship #smallbiz #startup #businesstips #entrepreneurlife #financialfreedom #womeninbusiness #xero #businessgrowth #financialservices #virtualbookkeeper #bookkeepinghelp #success #smallbusinesstips #quickbooks #vancouver #whistler #squamish #yvrbusiness #squamishbusiness #payroll #payworks

Are you recording your assets correctly?

It's important to distinguish between assets and expenses, as misclassifying them can lead to inaccurate financial reports and tax issues.

Assets are items of value your business owns that provide future benefit such as equipment, vehicles, or property. These are recorded on the balance sheet and typically depreciate over time.

Expenses, on the other hand, are costs your business incurs during normal operations like rent, utilities, or office supplies. These are recorded on the income statement and reduce your net profit for the period.

Why does it matter?
Accurately categorizing assets and expenses ensures your financial statements reflect the true health of your business. It affects everything from cash flow management to tax deductions and compliance.

For example: Let's say you buy a $3,000 bike for your bike touring company.
You expect to use it for 3 years
You should categorize it as an asset and record $1,000 as an expense each year for the 3 years.

If you were to expense it instead, you are recording the whole $3000 in that single year making your profit appear lower.

Not sure if something should be an asset or expense? That's what we are here for!

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