Bookkeeping Services

Our Approach

We are flexible in our approach so that we only assume responsibility for the elements where an external solution makes sense. To assess clients’ needs, we first establish contact by introduction over the phone, which is a free consultation; then together, we decide what would be the next course of action.

We promise to serve our clients with respect and all of our best within your budget. Your satisfaction is our priority. We offer virtual or in-person meetings with an open-minded personal approach. We appreciate the uniqueness of each client's circumstances.

What We Offer

Our firm recognizes that the variety of backgrounds present among small-medium business owners and professionals is as diverse as the operations themselves and that one service solution will not fit all business needs.

Our team provides a range of services including:

Set-Up Chart of Accounts
Accounts Receivable & Payable
General Ledger Entries
Bank or Credit Card Reconciliation
Reconcile Unbalanced Books
Traditional Bookkeeping Spreadsheet or Software(Quickbooks/simply)
In-Office and Online Bookkeeping
Payroll and Bill Payment
Preparation of HST Returns
Mentorship to File Your Own Income Tax, on Your Own.

What Can We Do for You

Monthly Bookkeeping: drop-off and limited pick-up on-site services are available on a fixed or floating schedule.
Payroll services: Bi-weekly and monthly schedules available, and completion of annual T4 and T4 Summary.
Quarterly bookkeeping: Not every business needs its bookkeeping maintained on a monthly basis.
Financial Reports: Balance sheet, Income Statement, Real estate investment property management bookkeeping.
Business Service: helps to start up, support growth, secure funding, manage cash flow, and provide alternatives for an exit strategy.

Benefits

There are several key benefits of bookkeeping for small businesses.

✔ Bookkeeping allows you to keep your books up-to-date, which is crucial in cases where your business is audited.

✔ Bookkeeping also makes it easier for accountants to analyze and plan financial strategies.

✔ It saves time during tax season since everything is updated throughout the year! To understand the main difference these two services, notice that while they go hand in hand, they are not the same thing.

Bookkeeping keeps a record of financial transactions,
Whereas accounting is responsible for analyzing, interpreting, and summarizing financial data.

✔ We understand how busy it can get when running a business. This is why we gladly offer our services online or in-person.

✔ We also have a cloud platform we use to keep track of accounts digitally. This way, you have access to your financial data whenever and wherever you need it.

Here are a few signs to look out for when it’s time to hire a bookkeeper:

It’s taking up way too much of your time
You’re falling behind on bookkeeping responsibilities
You’re missing or cutting it close around important tax deadlines
Stress takes over your life around accounts receivable and tax season

Let’s Talk

We understand how busy it can get when running a business. This is why we gladly offer our services online or in person. When starting a business, it’s not uncommon for the owners to wear a lot of hats. This often includes taking on the responsibility of bookkeeping. However, there comes a time when your business is growing, and it all just becomes a bit too complex for you to handle on your own. When that happens, working with our team at Surebooks will help you get back to the parts of your business that you love the most. Get in touch today.

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