Bookkeeping · Monthly + Catch-up
Bookkeeping services in Calgary, done by a CPA.
Monthly books, GST tracking, and year-end-ready files. Or if you’re three years behind and your books are a mess, that too. Same person, end to end.
Monthly bookkeeping
What I do every month.
Transactions categorized
Every transaction in your business bank and credit card accounts gets coded to the right chart of accounts category. Owner draws kept separate from expenses. Personal-on-business charges identified and called out.
Bank reconciliation
Every bank and credit card account reconciled to the statement so the books actually match reality. This is the step bad bookkeepers skip, and it’s the one CRA checks first when something goes sideways.
GST tracking
GST collected on revenue and Input Tax Credits on expenses tracked correctly inside your books. Your GST return at the end of each filing period reads straight off your accounting software, no spreadsheets.
Monthly P&L
A monthly profit-and-loss statement sent to you. You’ll know what you made, what you spent, and what categories are running heavy. Use it to make decisions instead of guessing.
Catch-up & cleanup
Behind on your books?
This is most of how new clients reach me. You’ve been running the business, the books got pushed to “next weekend” for a year, and now you’re looking at a stack of statements you don’t want to deal with.
That’s a normal week here. We work backwards from where you are, pull bank statements directly, rebuild the accounts month by month, and get you to a clean current position. From there, we either set you up on monthly going forward or hand the cleaned-up file back to you to maintain yourself.
If CRA has already sent a letter or a GST review, mention it on the call, we’ll triage that first. See CRA representation.
Software
I work in what you have.
QuickBooks Online. The most common platform for Canadian small business. Strong bank feeds, decent reporting, plays well with payroll.
Xero. Cleaner UI than QBO. Good if you have a more design-conscious eye or you’re coming from a Mac-first workflow. Bank rules are excellent.
Sage 50. Older but still common, especially with trades and longer-running businesses.
If you don’t have anything set up yet, I’ll recommend based on what your business needs and get you running. If you’re on something I haven’t mentioned, ask, I’ve probably used it.
Why this matters
Clean books make year-end painless.
The biggest hidden cost of bad bookkeeping isn’t the bookkeeping itself, it’s the year-end. When your accountant has to fix six months of miscategorized transactions before they can even start your T2, that work goes on your invoice.
If I’m doing your books and your T2, that fix never happens. The books arrive at year-end already in the format the corporate return needs. More on year-end and T2.
Onboarding
Three steps to a clean monthly rhythm.
- 1
Discovery call
30 minutes. I’ll ask about your business, your transaction volume, what software you’re on, and how far behind you are (if at all).
- 2
Access setup
You give me read-only access to your bank feeds and accounting software. If accounts aren’t set up, we set them up. No passwords shared in plain text.
- 3
First month’s books
I do the first month start-to-finish. You review the categorization with me. Once we’re aligned, the monthly rhythm runs in the background.
Pricing
How a consultation works.
Bookkeeping is priced monthly based on transaction volume, number of bank accounts, GST filing frequency, and whether payroll is bundled in. Catch-up is priced per month of cleanup.
On a 30-minute call I’ll ask about your transaction volume, your current software, and how far behind you are. Then I quote upfront. The number doesn’t change unless your volume grows or shrinks materially.
Service areas
Calgary and nearby.
The office is in northeast Calgary, but most of my work happens by email, phone, and secure file upload. I take clients from across Calgary, Airdrie, Okotoks, and Cochrane, and a fair number from further afield once they’re used to working remotely.
- Calgary
- Airdrie
- Okotoks
- Cochrane
FAQ
Frequently asked questions
How is this different from a virtual bookkeeper service?
A virtual bookkeeper service is built for volume, junior bookkeepers, automated workflows, limited communication. I’m a CPA doing your books myself. That means the same person who categorizes your transactions also files your T2, so the books are kept the right way the first time, not cleaned up at year-end.
Do I still need an accountant if I have a bookkeeper?
For an incorporated business, yes, bookkeeping and corporate tax filing are different jobs. The advantage of using me for both is no handoff. The way I keep your books is exactly the way I need them for year-end. No reformatting, no last-minute questions, no surprises.
Can you fix mistakes from previous years?
Yes. Cleanup work, sometimes called catch-up bookkeeping, is a big part of what I do. Common situations: months or years of uncategorized transactions, GST not properly tracked, owner draws mixed in with expenses, missing reconciliations. I unpick it and get you to a clean starting point.
What’s the difference between bookkeeping and accounting?
Bookkeeping is the day-to-day: transactions categorized, bank statements reconciled, GST tracked, monthly P&L produced. Accounting is the year-end interpretation: tax planning, T2 filing, financial statements, the bigger picture. Bookkeeping is the input. Accounting is what you do with it.
Do you handle GST filings as part of bookkeeping?
Yes, GST tracking is part of doing the books, and filing the return at the end of each period is a natural extension. See Payroll & GST for more.
Can you work with my existing CPA at year-end?
Of course. I’ll keep clean monthly books and hand off a year-end package to whichever accountant does your T2. Many CPAs prefer it because the books arrive in a format they don’t have to fix.
Ready when you are.
Book a 30-minute call. I’ll listen to what you’re dealing with, ask a few questions, and tell you upfront what it’ll cost.