Start with the business and its records
Tell us what you sell, how customers pay, which systems hold the records and what feels behind. A short initial enquiry is enough to start. Financial documents are requested only through an agreed channel.
Review before agreeing on the work
The assessment covers accounts, open periods, payroll, sales-tax registrations and the reports you need. We separate catch-up work from ongoing work and identify missing source documents before quoting.
Set responsibilities and timing
- Agree on access, document delivery and questions that need owner approval.
- Identify who approves payments and who prepares and submits returns.
- Set a monthly close timetable and a clear route for unresolved items.
- Confirm how the tax professional receives year-end balances and schedules.
Close, explain and improve
Reconcile each account, resolve differences and produce the agreed reports. Review the specific measures that matter to the business: location performance, inventory movement, job margins or overdue receivables. Adjust the process when the business changes.
Plan the taxes on your bookkeeping service
BC brings taxable accounting and bookkeeping services into PST at 7% from October 1, 2026. Exemptions, the connection to BC and the transition rules can affect the result. A remote provider or a website in another province does not by itself remove the obligation.
The proposal should identify applicable GST and PST separately and preserve when consideration was paid or became due and when the services were provided. The accounting-services guidance explains the transition; a service date or invoice date alone is not enough.
Put this into practice
A practical next step
Bring the records you have.
We can identify missing information, agree on the scope and organize the next bookkeeping step.
Request a bookkeeping review