BookKeepBalance - Bookkeeping for Small Business

How We Work

A bookkeeper is only as good as the information they receive.

Communication first

Good bookkeeping cannot happen without honest communication.You know your business. I know the numbers.When we share information regularly, the books stay accurate and nothing gets missed.

You still need to be involved

I can organize your numbers, but I cannot care about your business more than you do.The best results come when both sides stay engaged.You bring the context and the documents.I keep things clean, clear, and on time.

The real value

Not just reconciled books on paper.You will know what you have, who owes you, who you owe, what taxes are coming and when.No guessing.No last-minute surprises.No stress.

How It Works

Getting started is simple

Three steps from your first hello to clean, organized books.

Book a Free Call

We talk about your business - what you do, how you operate, what you need. No pressure, just an honest conversation to see if we are a good fit and what I can take off your plate.

Get Your Custom Quote

Depending on your situation, I may be able to give you a price right after our call. If you are behind or need a clean-up, I will need to review some documents first before I prepare your custom agreement.

We Work Together

Bookkeeping is my job - but it is your money and your business. We stay in touch through our client portal: I reach out when I need something, you do the same. No buried emails, just clean communication.

Services

What we actually do for you

Click any row to see what's included.

- Categorization of all transactions
- Bank and credit card reconciliation
- Monthly financial summary in plain language
- Client portal access anytime
- Every plan is built around your business: number of accounts, POS systems, what you need to track, and how you work
- Bring your books current from any point in time
- Fix errors, duplicates, and miscategorized entries
- Reconcile accounts and create a clean starting point
- Custom quote based on how much work is needed
- Prepare and file your GST/HST returns
- Annual, quarterly, or monthly filing
- Amendments and adjustments if needed
- Priced separately from monthly bookkeeping
- T1 personal return for sole proprietors (with T2125)
- T2 corporate return for CCPC corporations
- T1 for corporation owners (personal)
- Spouse T1 available, pricing confirmed on your call
- Payroll setup in QuickBooks Online or Wagepoint
- Payroll reconciliation in your books
- CRA remittance entries
- T4 and T5 slip preparation at year-end
We reconcile your point-of-sale system with your accounting software so every sale, refund, and fee is accounted for.
- Reconciliation of daily/weekly POS batches
- Matching deposits to your bank account
- Processing fees and chargebacks recorded correctly
- Works with Square, Moneris, Shopify POS, Lightspeed, and more
- 60-minute session by video or phone
- Practical advice for your specific situation
- Perfect for a quick check-in or specific question
- No ongoing commitment required

Pricing

Simple, transparent pricing

Not sure which plan fits? Book a free call and I will help you figure it out.

GST/HST filing, income tax returns, payroll support, and consultations are priced separately as add-ons.

* All prices in CAD. Final price depends on transaction volume and complexity.

Essential

From

$250 / month

For freelancers and solo owners with straightforward finances.

Up to 75 transactions/month
Bank and credit card reconciliation
Monthly financial summary
QuickBooks Online or Xero
Client portal access

Book a Free Call

30-Day Money-Back Guarantee

We stand behind our work. If your first full month does not feel right, we will refund it - no questions asked. We may reach out to ask what we could do better, but that is for us, not a condition for your refund.

Applies to monthly bookkeeping plans only - not catch-up, clean-up, consultation, or tax services.

What Clients Say

Real results, real people

All reviews verified on Google

"Exceptional service! Their attention to detail, proactive approach, and friendly attitude have made managing invoices and payroll stress-free. Highly recommend!"

Shujat

Google Review

"BookKeepBalance has been fantastic for our business! Their attention to detail, proactive approach, and friendly attitude make them stand out. Highly recommended!"

Hetvi

Google Review

"I've known Lucie for a long time, and it's always great working with her. She's organized, empathetic, and always looks for practical solutions. When it comes to finances, she gets things done and doesn't let anything linger."

Eva

Google Review

"I'd been handling my own bookkeeping for my small construction business but knew I needed help to get things more organized. So glad I found BookKeepBalance!"

Josh

Google Review

"Positive attitude and very easy to work with. Happy with my results!"

Ava

Google Review

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