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Monthly Bookkeeping Services

For service based businesses using (or willing to switch) to Quickbooks Online
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Professional Squamish Bookkeeping for Service-Based Businesses

Starting at $350/month

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

Running a small business means focusing on what you do best: serving your clients. Your bookkeeping shouldn't keep you up at night or take time away from growing your business. 

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Our monthly bookkeeping services take the stress out of managing your finances, so you can focus on what really matters and keep your business running smoothly.

WHAT'S INCLUDED

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Our comprehensive range of bookkeeping services is designed to keep your financial records accurate, organized, and up-to-date.

 

Here's what you get with our Squamish bookkeeping services:

 

  • Initial Review Call: We take the time to learn about your business, processes, and unique needs. This ensures we set everything up correctly from day one.

  • Receipt Management App Access: You'll get access to our receipt management app so you can just snap photos of receipts on the go or forward them from your email. No more shoeboxes full of paper receipts! This makes life easier and ensures you capture all potential tax deductions.

  • Transaction Processing: Every month, we will review your books, categorize all transactions, match payments, and reconcile all accounts. Our professional bookkeeper team handles the data entry so you don't have to spend long hours on bookkeeping.

  • Account Reconciliation: All of your bank accounts, credit cards, and other financial accounts are reconciled monthly via online banking integration to ensure accuracy and catch discrepancies early. This helps you maintain an accurate general ledger and track your cash flow effectively.

  • Clarification & Support: If anything is missing or needs clarification, I will reach out to you for information to ensure everything is recorded correctly.

  • Sales Tax Filing: We prepare and file your GST/PST returns on time, every time. Save time and money by avoiding missing CRA deadlines or penalties during tax season.

  • Monthly Financial Reports & Snapshot: Once your books have been completed for the month, you will receive your monthly reports and a financial snapshot showing you how your month went. These easy-to-understand financial statements include your profit and loss statement and balance sheet, so you know exactly where your business stands and can monitor your business's performance with accurate financial reports.

  • Year-End Package: At the end of the year, we provide a complete financial statement preparation ready for your tax accountant. This makes tax season seamless and stress-free, and helps you stop leaving out your deductions.

CUSTOMIZABLE PACKAGES TO FIT YOUR NEEDS

We can customize your package to give you as much or as little interaction with your books as you like. Some clients never want to login to QuickBooks while others may want to do their own invoicing and have me do the rest. We can develop a package to your unique needs and preferences.

Available Add-On Services

Need a little more support? Our firm offers flexible add-on services to match your business needs. If you are looking for AR, AP, or Payroll support, we will be in your books more frequently to take care of those items:

Payroll Services

  • Payroll processing and set up for your team

  • Worksafe/WCB filing and compliance

  • Remitting payroll taxes accurately and on schedule

  • Ensuring you and your team get paid correctly every time

  • T4/T4A filing and ROE filing

 

Our payroll services ensure compliance, save you time, and free you to focus on growth.
 

Accounts Payable Management

  • Bill payment processing, we can even pay your bills for you through a third-party processing system

  • Approval processes for your comfort and control

  • Checking statements for missing invoices to ensure accuracy

  • Ensuring everything is paid on time and properly tracked

 

Let us manage your vendor bills and payments, saving you time and helping maintain strong relationships with your suppliers.

Accounts Receivable Management

  • Invoicing clients professionally and promptly

  • Follow up on outstanding payments to improve collections

  • Apply payments to invoices and maintain accurate records

  • Helping you get paid faster so you can focus on your work instead of chasing payments

 

We'll send each invoice promptly and assist with collections to improve your cash flow.

WHY CHOOSE VERT ACCOUNTING?

Local Squamish Bookkeeping Expertise: We're based in Squamish and serve small business owners across British Columbia and Canada-wide. We understand provincial tax requirements, CRA deadlines, and local business needs.

 

Are you a Service Business? We work exclusively with service-based businesses, so we understand your unique needs and workflows. Our industry knowledge and best practices help keep your business running smoothly.

Common Questions Asked 

Do I need to use QuickBooks Online?

Yes, all of our monthly bookkeeping clients use QuickBooks Online. If you're currently using a different program, such as Simply Accounting, we can help you migrate. QuickBooks Online is cloud-based, affordable, and designed specifically for small business owners, making collaboration seamless and giving you online access to your financial records anytime.

What if I'm behind on my bookkeeping?

No problem! If you've fallen behind, we offer a separate Catch-Up service to get your books current before starting monthly bookkeeping services. We'll work through your backlog, organize all your receipts and transactions, update your general ledger, and get everything organized so we can move forward together. This ensures accurate financial records for tax season and helps you avoid missing CRA deadlines.

How much time will I need to spend on bookkeeping each month?

Very little! Once we're set up, your main responsibility is uploading receipts to my receipt management app as you go - you can just snap photos of receipts on the go or forward them from your email (which takes just seconds). We handle everything else, saving you time and long hours of work. You'll review your monthly financial statements and financial snapshot when they're ready, but the heavy lifting is done by our professional bookkeeper team, making life easier for you as a business owner.

How much control will I have over the process?

As much or as little as you want! We can customize your service to give you as much or as little interaction with your books as you like. Some clients never want to log in to QuickBooks, while others may want to do their own invoicing and have us do the rest. We can develop a service to your unique needs and comfort level.

Can I add or remove add-on services later?

Absolutely. Our services are flexible. As your small business grows and your business needs change, we can easily adjust your service package. You might start with basic bookkeeping and add payroll services (including payroll processing and Worksafe/WCB filing) or accounts payable management (including bill payment through our third-party processing system) later.

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