Bank and credit card accounts reconciled on a regular schedule, not just at year-end.
Books organized so they are ready if the CRA ever asks for supporting documentation.
Input tax credits and collected tax tracked accurately for your filing periods.
Prepared using current CRA and Ontario rules, checked before anything is filed.
Straightforward answers about your bookkeeping, with no jargon.
Documents exchanged securely, online or by phone.
Real support from a team that knows Ottawa and Ontario filing requirements.
The CRA requires businesses to keep supporting records for at least six years from the end of the last tax year they relate to. Bookkeeping and accounting are different functions: bookkeeping records day-to-day transactions, while accounting interprets those records for tax filing and decision-making. Reconciling bank and credit card statements every month, rather than once a year, is what catches errors and duplicate charges while they are still easy to fix.
If you need help with monthly transaction reconciliation, expense categorization, and CRA-ready books for Ottawa small businesses, this service is built for exactly that. We work with individuals and businesses across Ottawa who want accurate, on-time results without doing it themselves, and who would rather ask a question than guess.
Send the information we need for your bookkeeping securely, online or by phone.
We prepare your bookkeeping using accurate, up-to-date CRA and Ontario guidance.
You review the completed bookkeeping before anything is submitted or filed.
We file or complete your bookkeeping and confirm everything is done.
The CRA generally requires businesses to keep supporting records for six years from the end of the last tax year they relate to.
Bookkeeping is the ongoing recording of transactions such as sales, expenses, and payroll. Accounting uses those records to prepare financial statements, file taxes, and inform business decisions.
Monthly reconciliation is standard for an active small business. It catches errors and discrepancies while the relevant statements and receipts are still easy to track down.