The same close, every month. Harvest included.
How a month runs with us, the software behind it and what that costs, how your data is kept, and the commitments we make to Abbotsford owner-operators.
One month, four quiet milestones.
The calendar does not change with the season. Busy months get the same four steps as quiet ones.
- Day 1
Last month comes in.
Bank, card and loan activity arrives from the feeds. We read through it the same day and note what needs your answer.
- Day 5
One list of questions.
Transactions are coded and matched to receipts. Anything we cannot settle goes to you once, as a short list, not a trickle of emails.
- Day 10
The month is closed.
Every account reconciles and adjustments are posted. Your statements and a plain-language note arrive that day.
- Month-end
A look ahead.
We note what is coming: a sales tax return, a quiet stretch, a busy season. Then the next month starts the same way.
Software you own, set up by us.
A short list of cloud tools that work well for Canadian small businesses. The subscriptions are in your name, and we do the setup and the daily work in them.
| Tool | Purpose | Typical cost | Who pays |
|---|---|---|---|
| QuickBooks Online | The ledger for most of our clients | Typically $30 to $110 CAD a month at list price | Client |
| Xero | The ledger for clients who prefer it | Typically $25 to $80 CAD a month | Client |
| Dext | Receipts and bills photographed or emailed, then read automatically | From about $32 CAD a month, billed yearly | Client |
| Rotessa | Pre-authorized debits for customers who pay on a schedule | Typically a monthly plan plus per-transaction fees | Client |
| Plooto | Supplier payments with approvals before money moves | Typically $9 to $99 a month plus per-payment fees | Client |
| Wagepoint | Canadian payroll, direct deposit, ROEs and T4s | Typically $20 to $80 a month plus a per-employee fee | Client |
| Payworks | Payroll for larger or multi-group crews | Quoted by the vendor, per employee | Client |
If what you use today works, we keep it. If it does not, we propose a move with a written plan and a fixed price. Costs above are the vendors' published Canadian prices as of November 2026 and change from time to time.
How your records are kept.
Your books show what you earn, what you owe and what you pay your people. Access is kept to the few who need it, and the tools are chosen partly for how they protect that information.
- Your documents sit in encrypted cloud storage, and only the bookkeeper on your file can open them.
- Two-step sign-in is switched on for every system that holds your data. No exceptions for convenience.
- Personal information about you and your staff is handled under written policies for collection, retention and disposal, with backups kept off-site.
If you ever leave, your files and logins stay yours, complete and in order.
Five commitments, on the record.
Every client gets these, whatever the size of the engagement. Hold us to them.
- 01
Your month closed by the 10th.
In harvest and in January alike. If a close will run late, you hear from us before the date, with the reason.
- 02
An answer within one business day.
Same day when we can, next business day at the latest. A question never sits unanswered over a weekend.
- 03
The same bookkeeper, all year.
Whoever sets up your books closes them every month after. Nobody new learns your business in your busiest season.
- 04
A review every quarter.
Thirty minutes, four times a year, booked ahead: what the numbers show, what is coming, and what to change.
- 05
Year-end started early.
We open the year-end file within a month of your year-end, so your accountant has a finished package well ahead of the filing date.
Let's see if we fit.
Twenty minutes, no slides. You tell us how the business runs; we tell you plainly whether we are the right bookkeeper for it.
Prefer the phone? Call (778) 769-0453