To get started, please provide:
To get started, please provide:
- All bank & credit card statements for business to date
- All expense receipts (We mean, ALL; everything on your business debit or credit cards, for your tools, supplies, fuel, meals, etc.)
- Utility and phone bills
- Invoices & sales information
- Deposit book with details
- Vehicle insurance, lease, repairs, maintenance info.
- All documents from purchasing vehicles and equipment
- Loan payment and interest details
- All GST and PST info (when registered)
- Corporation/partnership details
- TD1 forms for all employees
- All payroll information to date
- Bookkeeping files from previous bookkeeper, if applicable
What happens once you drop off your files:
- We will analyze source documents
- Customize a Chart of Accounts
- Input expenses & income
- Reconcile bank and credit card statements
- Process payroll, if needed
- Complete GST and PST remittances
- Communicate with your accountant to save you money at tax time