Home
Bookkeeping
Corporate Tax Returns
Personal Tax Returns
Home
Bookkeeping
Corporate Tax Returns
Personal Tax Returns
More
  • Home
  • Bookkeeping
  • Corporate Tax Returns
  • Personal Tax Returns
  • Home
  • Bookkeeping
  • Corporate Tax Returns
  • Personal Tax Returns

Interested in our services? Submit a client interst form and we will contact you as soon as possible

Go to the form

What Are Monthly Bookkeeping Services?

Monthly bookkeeping involves tracking, organizing, and maintaining your business’s financial transactions on a regular basis. This includes recording income and expenses, reconciling accounts, and ensuring your financial records are accurate and up-to-date.

I'm interested

What you will be getting from us

Detailed Finacial trackin

We meticulously track your income, expenses, and transactions to ensure accuracy and compliance.

Payroll Services

Discover seamless payroll solutions with personalized care at Balance Points. From accurate wage calculations to tax compliance, trust us to simplify your payroll process, tailored to your unique needs. 

Corporate Tax Preparation

We handle the preparation and filing of your corporate taxes to ensure compliance with tax regulations while maximizing efficiency and minimizing liability.

HST Returns

We handle HST (Harmonized Sales Tax) returns, ensuring complience with tax regulations and timely submission of your returns. 

Financial Reporting

We prepare clear and insightful financial reports that provide you with a comprehensive view of your business's financial health. 

Monthly Reconciliation

We reconcile your accounts regularly to identify disrepancies and ensure your financial records are up to date.

Cash Flow Forecast

We prepare your cash flow forecast regularly to predict your future cash inflows and outflows. This helps in identifying potential financial shortfalls and ensuring you have a clear view of your financial stability.

Budgeting

We create and manage your budget to ensure that your spending aligns with your financial goals. This involves tracking your income and expenses, adjusting allocations as needed, and providing insights to help you stay on top of your financial plan.

+ Bonus: Each month we'll send you a comparison of you current and previous months data for more insights

Why you should choose Balance Points

Tax Preparation

Depending on your specific needs, we can expertly manage the preparation and filing of your corporate tax returns with the Canada Revenue Agency (CRA). Our comprehensive services include accurately compiling financial data, ensuring compliance with the latest tax laws and regulations, identifying eligible deductions and credits to minimize tax liabilities, and filing your returns in a timely manner. We also provide guidance to help optimize your tax strategy and ensure your business meets all reporting obligations seamlessly.

Cash Flow Forecasting

Each quarter we set up a meeting and fill our your cash flow forecasting report to make sure you never run out of cash and you hit your targer goals. 

Budgeting

Each year we create a budget for you. We estimate the amount of money you will earn and spend, and how you we do that. With this budget you will not overspend your money on unnecessary expenses, and you will be able to see if you're on the right track to hitting your goals at any time. 

Data Comparison

Each month we send you a spreadsheet with comparison of your current and previous month data, as well as comparison with your budgeted data, for more insights on how you perform and how you spend your money. 

Reports

Each month we send you income statement and balance sheet to make sure that your business is profitable enough and that you're making money constantly. 

You are trying to be on top of your bookkeeping, but...

You don't have any time to do your bookkeeping

You struggle to find time for bookkeeping while handling other business responsibilities.

You're afraid of Errors and Inaccuracies

You're often concerned about making errors in financial records that could lead to compliance issues or financial losses.

Finances are too complicated for you

Managing financial records is complicated for you, and you don't have accounting expertise.

You have Difficulty with Software

Learning and managing complex accounting software is challenging and frustrating for you.

You don't know how to use your financial date

You struggle to interpret financial data and use it effectively for decision-making.

You don't keep up with tax changes

Keeping up with changing tax laws and regulations is overwhelming and complex for you.

You're afraid of Government Agencies

Dealing with government agencies, such as the CRA or Service Canada, is frustrating and time-consuming for you.

Exited to start working with us?

Book consultation now

What if instead...

You had Confidence in decision making

You had Confidence in decision making

You had Confidence in decision making

With accurate financial reports, including cash flow and income statements, you get a clear picture of your business’s financial health. This helps you make smart choices about budgeting, investments, and how to grow your business.

You had No stress during tax season

You had Confidence in decision making

You had Confidence in decision making

We prepare all the necessary reports and documents for your accountant, making sure everything is in order for your tax return and financial statements. This ensures a smooth and stress-free tax season for you.

You had More Money in Your Pocket

You had Confidence in decision making

You had More Money in Your Pocket

 By optimizing your financial practices and ensuring accurate reporting, I help you identify potential savings and maximize your profits. Additionally, I work to minimize your tax liabilities, ensuring you save on taxes and keep more money in your pocket.

You could Save time

You didn't have to Deal with Complicated Software

You had More Money in Your Pocket

 Outsourcing your bookkeeping to me means you can focus your time and energy on running and growing your business. I handle the time-consuming tasks, so you don’t have to, allowing you to be more productive and efficient.

Book a call

You didn't have to Deal with Complicated Software

You didn't have to Deal with Complicated Software

You didn't have to Deal with Complicated Software

 You don’t have to worry about learning or managing complicated accounting software. I handle all the technical aspects and software management, so you can focus on what you do best.

Get a consultation call

You didn't have to Deal with Government Agencies

You didn't have to Deal with Complicated Software

You didn't have to Deal with Complicated Software

I take care of all interactions with government agencies, including the Canada Revenue Agency (CRA) and Service Canada. This means you avoid the hassle and stress of dealing with these entities directly.

I want consultation!

What you get with Balance Points

My unique features

More then a Bookkeeper

We are more than just a bookkeeping company - we are your partners in business success. 

Communnication with the CRA and Service Canada on your behalf

We handle all communications with the Canada Revenue Agency (CRA) and Service Canada on your behalf. Whether it’s dealing with tax inquiries, payroll issues, or other regulatory matters, we ensure that your interactions with these agencies are smooth and efficient.

Help with understanding your numbers

We are committed to helping you understand your numbers through clear communication. You can ask us as many questions as you need— we are always happy to assist. 

Personalized Attention

We understand that every business is unique. That’s why we tailor our services to meet your specific needs. From initial consultations to ongoing support, we work closely with you to ensure our bookkeeping solutions align perfectly with your business goals.

Support on every step

From addressing urgent questions to offering strategic advice, our support is available whenever you need it. We are not just  bookkeepers; We are your trusted partners in navigating the financial landscape, providing support on every step of the way.

Accuracy and Timing

We prioritize precision and timeliness in all our services. You can rely on us for accurate financial data delivered promptly, so you have the insights you need to make informed decisions and keep your business running smoothly.

Is it the right services for you?

It is for you if...

It is not for you if...

It is not for you if...

  • You have a small incorporated business and you're plannig on getting bigger. 


  • You have at least 100 transaction per month. 


  • You use QuickBooks as your bookkeeping software, or planning on starting using it. 


  • You want to improve and grow your business. 


  •  You're looking for a bookkeeper who realy cares about your business and wants you to succeed. 

Start working togather

It is not for you if...

It is not for you if...

It is not for you if...

  • You're not incorporated and not planning on to


  •  You have 10-20 transactions per month.


  • You don't use any bookkeepinhg software and you don't want to start. 


  • You're not planning on growing.


  • You're looking for someone who will just do your bookkeepoing , with no further ccommunication. 


Contact Balance Points

Drop us a line!

Attach Files
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Balance Points

Connect With us

Copyright © 2025 Balance Points - All Rights Reserved.

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept