Bookkeeping services in Waterloo Region
Short answer
Books by Kristi does monthly bookkeeping for small, medium and home-based businesses in Waterloo, Kitchener, Cambridge and Elmira. Kristi Carter, CPB, enters your transactions, reconciles your bank and credit card accounts, keeps HST and payroll on schedule, and hands your accountant clean year-end numbers, for a fixed monthly price.
What's included
- Day-to-day entry of sales, expenses and deposits
- Monthly bank and credit card reconciliations
- HST tracking and returns, with every input tax credit claimed
- Monthly profit and loss and balance sheet, explained in plain English
- Year-end review and a clean file for your accountant
- Quick questions answered year-round, free under 15 minutes
Who it's for
Owner-run businesses that would rather spend their evenings on anything but receipts: trades and contractors, consultants, retailers, restaurants and home-based businesses across Waterloo Region.
It's also a good fit if your books have fallen behind. Kristi can catch you up, then keep you current.
Your price depends on the number of transactions and accounts, whether you run payroll, and how organized your records are. You get a fixed quote after the free consultation.
Bookkeeping questions
Common questions about bookkeeping.
How often should my books be done?
Most small businesses do best with monthly bookkeeping, which keeps HST and payroll deadlines easy and gives you current numbers. Very small or seasonal businesses can sometimes go quarterly. Kristi recommends a schedule at your free consultation.
Do I still need a bookkeeper if I use QuickBooks?
QuickBooks records what you enter, but it doesn't catch miscategorized expenses, missed HST credits or accounts that don't reconcile. A bookkeeper makes sure the numbers are right, so your tax return and your decisions are built on accurate books.
What do I need to send each month?
Bank and credit card statements, receipts for expenses, your sales invoices, and payroll hours if you have staff. Kristi tells you exactly what she needs and how to send it securely.
When are payroll source deductions due?
For most small employers, CPP, EI and income tax deductions are due to the CRA by the 15th of the month after you pay your employees. Kristi tracks these dates so remittances go in on time.
Talk to Kristi about your books.
Free one-hour consultation by phone, video or at the Waterloo office.
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