Zachary Cummings, CPA“Working with Zachary has been an absolute game changer. He has provided so much value that I cannot imagine running the business without his system. He works extremely fast and professionally, I would highly recommend his services to anyone that needs their finances tracked properly and efficiently. Thanks Zach!”
Bookkeeping services for small businesses and trades
Trades and service businesses that are tired of reconciling the bank feed at 11 at night.
What's included
- ✓ Monthly bank and credit card reconciliation
- ✓ Transactions categorized in QuickBooks Online
- ✓ Receipts captured and matched with Dext
- ✓ Monthly financial statements (P&L and balance sheet)
- ✓ GST/HST tracked and ready to file
How it works
- 1
20-minute call
You show me your books, or whatever you've got, and we work out what monthly help makes sense.
- 2
Cleanup, if needed
If you're a few months or a year behind, I catch that up first. It's quoted separately.
- 3
Monthly routine
Your reconciliations and statements are ready by the same date every month. You don't have to chase me for them.
Common questions
My books are a mess. Can you start from there?
Yes. I'll look at what's there, quote the cleanup, and do that first.
Do I need to be on QuickBooks already?
No. If you're not on QuickBooks Online yet, I'll move you over when we get started. I'm a QuickBooks Online Advanced Certified ProAdvisor, so it's set up properly from day one.
My receipts live in the truck. How does that work?
Take a photo of the receipt with your phone when you get it and send it to Dext. I categorize it and publish it to QuickBooks, matched to the transaction. No shoebox and no faded receipts in April.
Do I really need a logbook for my truck?
If you're claiming business use of the vehicle, CRA expects one. For each business trip, write down where you went, why, and how many kilometres. After a full year of logging, CRA lets you keep a three-month sample in later years, as long as your business use stays within 10% of that first year.
What's the difference between a bookkeeper and an accountant?
A bookkeeper records the day-to-day: transactions, receipts and reconciliations. An accountant uses those books to prepare financial statements and tax returns and to give advice. I'm a CPA and I do both, so you don't need two people.
I already use QuickBooks. Do I still need an accountant?
QuickBooks only knows what goes into it. It won't catch a wrong category, file your HST or your year-end return, or tell you how to pay yourself. A lot of my clients were already on QuickBooks Online. I make sure what's in it is right and take care of the rest.
What clients say
“Zach is the best of the best! He’s highly communicative, organized, and knowledgeable. When it comes to accountants or bookkeepers we’ve had a hard time finding some in the past that could think on their feet and Zach is always quick to suggest system efficiencies that increase the effectiveness and profitability of our business’s processes. If you’re looking for a professional accountant that specializes in automating and streamlining your business’s finances, look no further!”