Questions? Our Bookkeepers Have Heard Them All.
Choosing a bookkeeping service shouldn’t feel complicated — or vague. That’s why we’ve answered the most common questions we hear from small business owners, entrepreneurs, and individuals across Canada.
You’ll learn how virtual bookkeeping works, what’s included in our services, and how we make things easy — whether you need catch-up bookkeeping, personal budgeting, or QuickBooks training from a real Canadian expert.
General Questions About Virtual Bookkeeping
Virtual bookkeeping means we handle your books remotely, using secure cloud tools. You get the same core services as an in-person bookkeeper — account reconciliations, reporting, transaction tracking — without needing to meet in person.
Yes. We serve clients coast to coast, from Ontario and BC to rural Atlantic communities. All services are delivered securely via phone, email, and online tools.
We begin with a free one-on-one assessment. You tell us your goals. We ask a few smart questions. Then we send you a clear quote with no pressure or commitment.
No. We’re a real Canadian bookkeeping firm — not a DIY app or anonymous call center. We use platforms like QuickBooks, but our clients work with experienced professionals, not bots or software prompts.
Not necessarily. Most clients use QuickBooks Online, but we also support Sage, Xero, and other platforms — depending on your business type and setup.
We’ve worked with hundreds of businesses in sectors like health care, coaching, construction, retail, legal, real estate, e-commerce, and nonprofit. Our experience helps us adapt to your needs quickly and get things right the first time.
Questions About Monthly Bookkeeping Services
Our standard bookkeeping includes:
- Monthly transaction categorization
- Bank and credit card reconciliations
- Sales tax tracking (GST/HST)
- Monthly financial reports
- Ongoing client support
- Year-end accountant prep
You’ll always know what’s happening with your books — without needing to manage them yourself.
Most small businesses receive monthly updates, but we can provide biweekly or weekly support for higher-volume operations.
Yes — it’s one of our most-requested services. Whether you’re behind one year or five, we can clean up, organize, and bring everything up to date.
We don’t file corporate or personal tax returns. But we prepare everything your accountant needs and communicate directly with your tax professional if needed. You’ll go into tax season calm, confident, and organized.
Questions About Personal And Business Budgeting
We start by reviewing your income, expenses, and financial goals. From there, we create a tailored budget with tools like:
- Cash flow projections
- Monthly variance reports
- Real-world financial planning strategies
We’ll also review your progress regularly and adjust as needed.
Our budgeting clients include:
- Entrepreneurs juggling irregular income
- Couples working toward shared financial goals
- Professionals rebuilding after debt or transition
- Small business owners planning for growth
We do both. Some clients come to us for business cash flow planning. Others want to get better control over household spending. Many use our services for both — especially self-employed Canadians.
Questions About Quickbooks Training And Support
Our standard QuickBooks course includes:
- 3 hours of live, one-on-one instruction
- 3 hours of follow-up support (email or phone)
- Personalized guidance using your actual data
- Clear explanations and step-by-step walkthroughs
It’s not screen-sharing or pre-recorded videos. It’s real training with real results.
Yes. We work with many clients who aren’t “numbers people” or confident with technology. We teach at your pace, in plain language, without pressure.
Absolutely. We offer QuickBooks training for new hires, office managers, and internal bookkeepers who need a refresher. We’ll tailor the training to their role and experience.
Questions About Pricing, Contracts, And Ongoing Help
Our fees are based on your business size, transaction volume, and needs. All pricing is flat-rate and customized during your free assessment.
No. Bookkeeping services are monthly flat-fee retainers. QuickBooks training and consulting are priced per session.
No contracts. No lock-ins. You’re free to pause or cancel with notice.
You’ll always be able to reach someone. Every client receives phone and email support — from real people who know your file and care about your success.
Getting Started With Virtual Bookkeeping
Usually we’ll need:
- View-only access to your bank accounts
- Recent bank and credit card statements
- Access to your bookkeeping software (or help setting one up)
From there, we’ll handle the setup, cleanup, and transition.
We can usually begin within 3–5 business days. If you have an urgent need — like a looming tax deadline — let us know. We’ll prioritize where we can.
Our standard hours are Monday–Friday, but we’re flexible with QuickBooks training and check-ins. We’ll do our best to meet when it works for you.
Still have questions? Just ask.
Call 1-855-774-3330 or contact us to book your free assessment.
You’ll speak to a real Canadian bookkeeper who can walk you through the next steps — no pressure, just honest support.