Our approach,in plain view.The rhythm, the tools,the standards we hold.
A walk through our monthly rhythm, the tools we use, and the standards we hold ourselves to — for Metro Vancouver owner-operators.
One month, four quiet milestones.
Predictability is the whole point. The same cadence, every month.
- Day 1
The month opens.
Bank and credit card feeds sync overnight. We review what landed, flag anything unusual, and set the week.
- Day 5
Categorisation and review.
Transactions are coded, receipts are matched, and any questions go to you in a single note — not a stream.
- Day 10
Close and report.
Accounts reconcile. Adjusting entries post. Your monthly package — P&L, balance sheet, cash position — is in your inbox.
- Month-end
A quiet review.
We look at what the numbers say, flag anything worth a conversation, and line up the next month. Nothing dramatic, on purpose.
We configure the tools; you stay out of them.
A calm stack of Canadian and cloud-native tools. We select, configure, and operate them so you see a tidy monthly package and nothing else.
| Tool | Purpose | Typical cost | Who pays |
|---|---|---|---|
| QuickBooks Online | General ledger and primary bookkeeping software | $30 to $90 CAD per month | Client |
| Xero | General ledger alternative to QuickBooks | $20 to $90 CAD per month | Client |
| Dext | Receipt and bill capture with OCR | $25 to $50 CAD per month | Client |
| Rotessa | Canadian pre-authorised debit and customer payment collection | $40 plus per-transaction CAD | Client |
| Plooto | Supplier bill payment and approval workflow | $32 to $50 CAD per month | Client |
| Wagepoint | Canadian payroll with CRA source-deduction remittance | $30 plus per-employee CAD | Client |
| Payworks | Alternative Canadian payroll for larger teams | Quoted per employee | Client |
We recommend and adapt; we do not force a tool on you. If you arrive on a stack that works, we keep it. If it does not, we propose a migration with a clear plan and a fixed cost.
The care we take with your numbers.
Your ledger is one of the most sensitive records your business keeps. We treat it that way. Cloud-native infrastructure, least-privilege access, and a short list of vetted tools that meet Canadian privacy expectations — no exceptions, no shortcuts.
- Encrypted cloud storage for every document, with access limited to the bookkeeper assigned to your engagement.
- Two-factor authentication on every account that holds your data, without exception.
- PIPEDA-compliant handling, daily off-site backups, and documented retention policies.
We take the same care with your books that we would want taken with ours.
Five commitments, on the record.
These are the commitments every client gets. They are not aspirations. They are how we operate.
- 01
Month-end close by the 10th.
Every month, without prompting. If we are going to miss the date, you hear from us before it arrives.
- 02
A reply within one business day.
Emails are answered the same day where we can, the next business day where we cannot. No silence.
- 03
One consistent bookkeeper.
The person you onboard with is the person who closes your books each month. Continuity is the product.
- 04
A quarterly review, on the calendar.
Four times a year we sit with you — thirty minutes — and walk through the numbers and the plan.
- 05
Year-end prep begins one month after year-end.
We open the year-end file one month after your year-end, not in March. Your CPA gets a clean package before the rush.
Let's see if we fit.
A 20-minute call. No slideshow. We ask about your business; you ask about us.
Or ring us directly: (778) 549-0041