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Bookkeeping & Payroll FAQs
Everything you need to know about how we manage your books, handle payroll, and support your business year-round.
Payroll Support
Payroll services are typically provided on a biweekly or semi-monthly schedule, depending on your payroll structure.
We support payroll processing, employee setup, terminations, ROEs, year-end slips (T4, T4A, T5018), WorkSafeBC remittances, and payroll compliance support.
Yes. We can assist with payroll audits, PIER reports, and help respond to payroll-related inquiries from government agencies.
Yes. We assist with adding employees to payroll systems, processing terminations, and issuing Records of Employment when required.
Our team can help answer payroll compliance questions and provide guidance on payroll requirements.
Year End & Government Reviews
Year-end preparation involves reviewing financial records, ensuring accounts are reconciled, organizing documentation, and preparing your books so your accountant can complete financial statements and tax filings.
Yes. We review and prepare GST and PST filings and remittances as part of our government compliance services.
Yes. We work directly with your accountant to ensure they receive accurate financial records and the documentation needed for year-end reporting.
Our team can assist in responding to CRA requests and providing the financial documentation needed to support your records.
We use a detailed year-end checklist to ensure all key items are reviewed and your records are properly prepared for the year-end process.
Bookkeeping
Bookkeeping services can be performed weekly, biweekly, monthly, quarterly, or annually depending on the needs of your business and transaction volume.
Yes. Each client is assigned a designated bookkeeper who becomes familiar with your business and financial activity. Our team structure also ensures additional support is available when needed.
We primarily work with QuickBooks Online and utilize tools such as Dext and Plooto to streamline receipt management, bill payments, and bookkeeping workflows.
Yes. We review your financial records regularly and provide financial reports so you can understand your business performance and make informed decisions.
Yes. You maintain full access to your QuickBooks Online account and financial information at all times.
Software Integrations
We regularly work with platforms such as Shopify, Housecall Pro, Jobber, Rock Gym Pro, Square, Stripe, Roller, Procore, Tailwind, and ConnectWise.
Proper integrations allow data to transfer automatically between systems, reducing manual entry and improving accuracy.
Yes. We assist businesses in migrating their accounting records from other accounting platforms to QuickBooks Online.
We can review your existing software setup and recommend solutions to ensure your systems work together efficiently.
Yes. Based on your operations and workflows, we can recommend tools that integrate well with QuickBooks Online.
General FAQs
Bookkeeping costs vary depending on the size of your business, transaction volume, and the services required. Each company is unique and has its own bookkeeping needs, so pricing is typically customized based on the level of support required. We review your business and current records to determine the most appropriate service structure and pricing.
In most cases, yes. We specialize in QuickBooks Online because it provides secure cloud access, automation, and efficient integrations with many business tools. If you are currently using another accounting system, we can assist with migrating your records to QuickBooks Online.
Many clients come to us with bookkeeping that is behind or needs cleanup. We can review your current records and provide a plan to bring your books up to date before transitioning into ongoing bookkeeping services.
Yes. You always maintain full access to your QuickBooks Online account and financial records. Our role is to manage and organize your bookkeeping while ensuring you have clear visibility into your financial information.
We begin by reviewing your current bookkeeping setup, accounting software, and financial records. From there, we establish the appropriate systems, integrations, and processes to ensure your bookkeeping runs smoothly moving forward.
Yes. We work closely with accountants to ensure financial records are organized and prepared for year-end reporting. Our goal is to make the year-end process as smooth as possible for both you and your accountant.
We work with a variety of small businesses and service-based companies that want professional bookkeeping support and organized financial records.
Clients can reach out to our team with questions throughout the year. We also schedule meetings when needed to review financial reports or discuss bookkeeping matters.
Contact us to schedule an initial consultation. We’ll review your bookkeeping needs, current systems, and business structure to determine the best approach for supporting your financial records.
Still Have Questions?
We’re happy to chat. Book a free consultation and we’ll walk through your specific situation together.
