Professional Bookkeeping Services
Comprehensive bookkeeping solutions tailored to your business needs. From monthly support to catch-up services, I've got you covered.
Monthly Bookkeeping
Keep your financial records accurate and up-to-date with ongoing monthly bookkeeping support.
- Monthly transaction categorization
- Bank account reconciliation
- Credit card reconciliation
- Monthly bookkeeping summary
- Basic financial reports
Bank & Credit Card Reconciliations
Ensure every transaction is properly recorded and your accounts match bank statements.
- Bank reconciliation
- Credit card reconciliation
- Transaction verification
- Account balance verification
- Error identification
Vendor Statement Reconciliation
Identify discrepancies, correct errors, and maintain accurate vendor records.
- Vendor statement matching
- Discrepancy resolution
- Historical reconciliation
- Vendor account verification
QuickBooks Cleanup
Correct bookkeeping issues, unearth transactions, and restore confidence in your financial records.
- Error identification and correction
- Transaction review and categorization
- Account reconciliation
- Cleanup and organization
Catch-Up Bookkeeping
Whether you're months or years behind, I help bring your books up to date.
- Catch-up transaction categorization
- Bank and credit card reconciliations
- Review of old or unclear transactions
- Cleanup of bookkeeping errors
- Preparation of cleaner books for ongoing bookkeeping or accountant review
Expense Categorization
Organize expenses correctly for improved reporting and tax preparation.
- Account reconciliation
- Expense categorization
- Improved financial reporting
- Accurate business insights
Month-End Support
Receive comprehensive month-end processes to keep your financial records complete and accurate.
- Month-end reconciliation
- Financial statement preparation
- Closing procedures
- Report generation
Service Pricing
Transparent, straightforward pricing designed for small businesses. All prices in CAD.
Bookkeeping Health Check
$175
Review your bookkeeping setup and get recommendations.
- Review of current bookkeeping setup
- Review of bank and credit card reconciliations
- QuickBooks Online review
- Review of income and expense categorization
- Brief summary of findings and recommended next steps
Year-End Bookkeeping Review
From $275
Get your books reviewed and organized before sending to your accountant or tax preparer.
- Review of bookkeeping records
- Review of bank and credit card reconciliations
- Review of income and expense categories
- Identification of missing or unclear transactions
- Preparation of organized bookkeeping reports for accountant handoff
Cleanup / Catch-Up Bookkeeping
From $450
Get caught up on your bookkeeping and restore confidence in your financial records.
- Catch-up transaction categorization
- Bank and credit card reconciliations
- Review of old or uncategorized transactions
- Cleanup of bookkeeping errors
- Preparation of cleaner books for ongoing bookkeeping or accountant review
Monthly Bookkeeping Plans
Monthly Bookkeeping - Starter
From $375/month
Very simple monthly bookkeeping with low transaction volume.
- Monthly transaction categorization
- Bank account reconciliation
- Credit card reconciliation
- Monthly bookkeeping summary
- Basic financial reports
- Year-end accountant-ready records
- Email support for bookkeeping-related questions
Monthly Bookkeeping - Essentials
From $545/month
Most small businesses that need dependable monthly bookkeeping and clearer reports.
- Everything in Starter
- Higher monthly transaction volume
- Multiple bank or credit card accounts
- Monthly financial statements
- HST/GST tracking support
- Month-end review
- Cleaner reporting for the business owner
- Year-end accountant handoff support
Monthly Bookkeeping - Growth
From $845/month
Businesses with more activity, multiple accounts, or books that need more detailed review and organization.
- Everything in Essentials
- Higher transaction volume
- More detailed monthly review
- Multiple bank, credit card, or payment accounts
- More detailed income and expense reporting
- Ongoing bookkeeping cleanup as needed
- Priority month-end completion
- More detailed year-end accountant handoff
What's Not Included
Ledger Books focuses strictly on bookkeeping. The following services are not included:
- Payroll processing
- Corporate tax filing
- Accounts payable management
- Bill payments
- Customer collections
- Invoicing customers
- Cash flow forecasting
- Personal tax filing
- Tax advice
- Accounts receivable collections
- Vendor management
- Administrative support
- Paying bills on behalf of clients
- Budgeting services