Complete Bookkeeping Solutions ®

Making Your Accounting Program Work For You!

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One on One— At Your Office—With Your Actual Data

Let Us Take The “Headache” Out of Your Bookkeeping!

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  • Assessment and Recommendation
    • If you are just looking at purchasing an accounting program for the first time or are not satisfied with the one you are currently using, we can assess your business needs and recommend the program we feel will work best for you and your business.
  • Program and Data File Setup
    • We can install your program and create a custom data file to suit:
      • Your needs
      • Your wants
      • Ease of use
      • Government Requirements
      • Your Accountants needs and wants
  • Training
    • We concentrate on making the process as easy for you as possible
      • We work with you using your actual data, concentrating on the areas of the program most important to your business.
      • We work with you or your staff, at your pace, in a language you can understand
      • We won’t waste time explaining areas that you will not need to use in your particular business.
      • We work out the simplest methods to get your bookkeeping done and enable you to retrieve the financial information you require to manage your business.
  • Troubleshooting
    • We can troubleshoot your current system in a variety of manners:
      • Check the program setup and preferences
      • Cleaning up and customizing your Chart of Accounts
      • Find and fix data errors and mistakes
      • Review your financial information and point out anything that may be out of the ordinary
      • Find simpler methods for your daily tasking
  • Year End Preparation
    • We will review your data, check into anything you are concerned about as well as items that may not appear to be clear.
    • We will help you pull together all of the information your accountant will require to complete his financial statements and income tax return.
    • We will be available to answer your accountants questions to the best of our familiarity with your file.
    • Many people find a considerable savings in their accountants bill after we have helped
  • Catch-up Bookkeeping
    • We can get your books caught up to date, allowing you to concentrate on the operation of your business
    • We will work in the same program you are using, so that the file can easily be stored onto your system
    • As we work with your data, we can find simpler ways to take care of the daily, weekly or monthly data entry. And we will share these procedures with you!
    • We will provide you will detailed financial statements and go over any areas of concern with you. It is never just numbers on a page.
    • We can prepare your GST returns, payroll remittances, and T4’s.
    • We can give you as much or as little detail as you wish.
    • You let us know what type of information you want out of your books and we will enter your data with that in mind.
    • If you are not fussy about the particular program we use, we will choose the one that will handle your specific situation quickly and completely.
  • Full Bookkeeping and Payroll Services
    • We provide full weekly, monthly, quarterly and yearly bookkeeping depending on your needs.
    • Full general ledger including
    • Accounts Payable
    • Accounts Receivable
    • Payroll
    • Job or Project Tracking
    • Progress Billing
    • Inventory (depending on info you supply us)
    • GST Reporting
    • Payslips, T4’s and ROE’s
    • You will be provided with:
      • A wide variety of financial statements
      • A Payroll Ledger
      • A printed General Ledger
      • Your receipts organized
      • A Yearend File ready to take to your Accountant
  • Customizing Forms
    • We can customize your invoices, statements, cash receipts etc. to make them personally yours.
    • We will design and add logos
    • Format to fit different paper sizes
    • Add custom print static or changeable
  • Spreadsheet Creation and Setup
    • We can create spreadsheets in any spreadsheet program you may have to simplify tasks before entry into your accounting program.
    • Examples include:
      • Petty Cash Records
      • Credit Card Expenses
      • Cash-up Worksheets
      • Special Payroll Calculations

 

 

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Contact Us At

(780) 481-4166

Fax: (780) 401-3191

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The page was last updated: July 21, 2008

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