What changes the scope
Monthly transaction volume is one factor. The number of accounts, connected systems, currencies, locations, employees and overdue periods also changes the review and reconciliation work. Inventory, project reporting and payment approvals need their own scope.
- List bank, credit-card, loan and processor accounts.
- Identify your latest fully reconciled month.
- Describe payroll, inventory, sales-tax and reporting requirements.
- Flag deadlines or records that cannot currently be obtained.
Recurring work and historical repairs
A monthly service proposal should distinguish normal processing from catch-up, cleanup, system setup and corrections to prior periods. Ask which reports and meetings are included and how additional work is approved.
A calculator is a starting point
The workload tool counts transactions and account-periods; it does not estimate a fee or reliable completion hours. Bring its summary to the first discussion so the review can focus on the records and decisions behind those counts.
Before an engagement starts
Confirm the proposed price, applicable taxes, payment terms, secure access, responsibilities and cancellation arrangements in the written agreement. Tax preparation, legal advice and assurance work are separate from bookkeeping unless specifically agreed within the provider’s scope.
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