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.
We meticulously track your income, expenses, and transactions to ensure accuracy and compliance.
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.
We handle the preparation and filing of your corporate taxes to ensure compliance with tax regulations while maximizing efficiency and minimizing liability.
We handle HST (Harmonized Sales Tax) returns, ensuring complience with tax regulations and timely submission of your returns.
We prepare clear and insightful financial reports that provide you with a comprehensive view of your business's financial health.
We reconcile your accounts regularly to identify disrepancies and ensure your financial records are up to date.
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.
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
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.
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.
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.
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.
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 struggle to find time for bookkeeping while handling other business responsibilities.
You're often concerned about making errors in financial records that could lead to compliance issues or financial losses.
Managing financial records is complicated for you, and you don't have accounting expertise.
Learning and managing complex accounting software is challenging and frustrating for you.
You struggle to interpret financial data and use it effectively for decision-making.
Keeping up with changing tax laws and regulations is overwhelming and complex for you.
Dealing with government agencies, such as the CRA or Service Canada, is frustrating and time-consuming for you.
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.
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.
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.
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.
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.
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.
We are more than just a bookkeeping company - we are your partners in business success.
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.
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.
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.
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.
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.
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