BOOKKEEPING SERVICES

QuickBooks ProAdvisor for whatever your small business needs!
General Ledge
  • Income Statements

  • Balance Sheets

  • Detailed Activity Reports

  • Bank Reconciliation

  • Budgeting

Accounts Payable & Receivable
  • Create & Send Invoices

  • Scheduling Payments​

  • Cheque Printing

  • Payroll

  • Aging Reports

Tax (HST) Preparation
  • Inventory Records

  • Inventory Level Reports

  • Prepare Credits and Claims

  • Manage Tax Requirements

Frequently Asked Questions

What Is A Bookkeeper?


A bookkeeper is a person who looks after the day to day booking of a company, or self employed person.




What Does A Bookkeeper Do For Their Clients?


A bookkeeper manages all the financials of needs of a company or corporation, including all WSIB, HST, Payroll, Source Deductions, Reconciling bank statements and managing Credit Card statements/payment. They also prepare financial statement for owner/operators to review and consult the owner/operators, as required, and maintain legal journals for government regulations.




Who Needs A Bookkeeper?


A bookkeeper is needed for small to medium sized businesses who want to have their books kept up to date so that they can spend more time looking after the day to day operations of their businesses. Some clients have different needs some are weekly, monthly or quarterly depending on the needs of the company




What Is The Difference Between A Bookkeeper And A Business Accountant? Do I Need Both?


Bookkeepers are needed for the day to day operation of the business, keeping the business moving smoothly and helping to keep track of all government issues and to help the owners have peace of mind so they can run their business smoothly. Accountants are used one a year to do the fiscal year end review and prepare financial statements for the corporation year end review to the government. Whether or not you need both is a personal decision. It can be costly to have both a Bookkeeper and a Business Accountant, but the peace of mind when it comes to finances will likely make it worth it. The last thing you want is to be hit by the government with unexpected fees, taxes or claims.




What Is The Difference Between A Bookkeeper And A Financial Planner?


Bookkeepers and financial advisors can work together to make sure that the owners are not getting into financial trouble.




Can A Bookkeeper Manage My Payroll?


At Simply Bookkeeping, we manage payroll for the majority of our clients. We manage all the Source Deductions to the government as well as WSIB.




What Do You Need To Get Started?


I like to sit down with my clients and find out what their needs are. Not every client and company is created equally, so I tailor my services and packages to their needs. Together, we decide how often they want their books completed and what other services they might need that will help them to run their business without the destractions of bookkeeping. I like to be provided with all the financials that are used to run the business like Bank Statements, Credit Statements and LOC as well as bills and Client invoices.




What Can I Expect From Working With You?


You will expect Quality Services and as a team we will make sure that the business runs smoothly and that the government remittances are paid on time. I will keep you on top of all your bills and client invoices and provide you with up to date financials on a monthly, quarterly and yearly basis. We will work closely with your accountant as well





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Kitchener - Waterloo

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