Discover the benefits of streamlined finances with our expert services. Too busy with running the business, thinking about outsourcing the accounting and bookkeeping services, let us handle the numbers while you focus on what you do best. Our dedicated team will ensure accurate, timely, and reliable bookkeeping, giving you peace of mind and more time to grow your business.
Our bookkeeping services are customized to your goals and parameters. However, one service solution may not fit all business needs. We want to make sure that our clients get the service they are looking for in a professional manner and that the service is reliable and affordable. Whether you are looking to maximize refunds on your income tax, understand the financial position of the business, or just require bookkeeping services, we are here to assist our clients.
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 whether you decide to outsource the service or choose the coaching program.
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:
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.
As a business owner, it can be difficult to find the time to manage your accounting responsibilities. That is why we offer cloud accounting services. With a big discount upon subscribing through our firm, Quickbooks Online will help you understand your financial goals. To work around your busy schedule and accommodate you as much as possible, you can use our cloud-based through Quickbooks Online. You’ll have access to accounting and financial information in real time. You won’t have to worry about coming to our office or wondering whether you have the most up-to-date documents.
This includes:
Business Services
We take a proactive approach to your finances and guide you every step of the way. The more you learn about the process, the more strategic business decisions you’ll be able to make.
Payroll Services
Our payroll services allow you to focus on growing your business rather than focusing on administrative tasks. We handle your payroll details so you can focus on building your business. We ensure that you are compliant with government payroll regulations, your employee data is secure, and your government remittances are always on time. Bookkeeping and payroll services are designed for small businesses and sole proprietorship; whether that is on a monthly, quarterly, semi-annual, or annual basis, we will ensure your financial data are ready. Let us work for you so you can focus on what's most important. We respect your receipts. Our knowledgeable and highly organized bookkeepers will ensure that you never miss a filing deadline.
We’re talking about transferring your data to QuickBooks online. This is true cloud accounting.
Our clients experience peace of mind knowing they’re receiving everything they’re entitled to. Tax season can feel overwhelming. With tax laws changing year after year, it can be difficult to keep track of what you’re entitled to. We clear up the confusion and help you make sense of the tax return process. We like to say that we won’t file your tax return until it is audit-proof. We work to optimize your tax refunds while you experience the ease of a stress-free tax season.
Now that you have decided to start your own or buy a business, you will need to determine the structure or form of organization that will suit your needs best. We will explore each of these options with you and help you decide which one is the best for you and your business. In the end, we will want to provide you with support so that you are successful in setting up your business structure and business plan that will help you achieve your business goals.
Mapping Your Business's Future
Clarifying your business's purpose and direction will allow you to understand what needs to be done to achieve your goals. This is your map to the future. It helps to support growth, secure funding, manage cash flow, and provide for an exit strategy. Our accounting professional team will keep track of all your financial data throughout your business cycle and ensure you have the correct and reliable data for your business decisions. We will listen, ask questions, and help make your dream a reality.
Comprehensive Business Incorporation Services
When it comes to incorporating your business, we handle everything you need to incorporate your business. We can help you open a corporation; acquire an HST number, and all of the business opening formalities. For sole proprietorships, we will help register your business name and obtain a Master Business license instantly. Save money instantly by skipping a lawyer and allowing us to handle your business incorporation for very affordable rates.
For entrepreneurs who wish for a simpler business structure, such as proprietorship or partnership, we offer master business license services. These types of licenses do not separate your personal assets and business assets. In a partnership, if one partner left the partnership, then the partnership no longer exists. If the partnership goes bankrupt, then your personal property could be at risk. That being said, these business structures do not provide asset protection or name protection. They are, however, less expensive and more complex to register and administer than a corporation. A master business license is required to be renewed every 5 years.
By incorporating your business, it becomes a separate legal entity that carries on its operations or business activities apart from the individual who created it. The corporation can continue indefinitely until it extinguishes or accomplishes its objectives. Its existence does not depend on the life of an individual. We can help and guide you through the incorporation process
When a company is incorporated, setting up a minute book is typically part of the process. A minute book is a record of the company’s most important rules, and it usually dictates who holds certain positions within the company. An investor’s solicitor may request your minute book for review to ensure your company is valid. Banks may also review your minute book before they decide to loan the company money. We offer complete minute book preparation services to streamline the incorporation process.
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.
Surebooks
For In-person meetings, By Appointment only - 343 Preston Street, Ottawa
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