Frequently asked questions

A few tips to make your bookkeeping substantially easier

• Use a separate bank account for your business transactions.

• Keep track of all invoices and receipts to easily categorize your financial transactions and taxes.

• Avoid surprises by doing your bookkeeping frequently throughout the year.

You name it!

• Do you have a pile of paperwork sitting in the corner of your office, waiting to be looked after?

• Do you have a bunch of not-so-well organized data files that need to be cleaned up?

• Are you looking for someone to write user manuals for your employees on how to use certain applications or files?

• ...

Don't be afraid to ask!

I usually work at an hourly rate, which depends on the type and the complexity of the work. Feel free to contact me to get a pricing for your situation.

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I aspire to be transparent about the work and time devoted to your business. An estimation of the workload will be provided before the start. Once going, regular updates will give you a clear view of completed tasks and scheduled work. I am always open for questions or concerns.

I am providing my services from Balderson, Ontario and I am servicing the Perth, Smiths Falls, Carleton Place, Westport region. Communication can happen over (video)calls, emails and/or in person, depending on your preferences and what is needed.

If done properly, yes! Many entrepreneurs start their business powered by passion and dedication. However, relying only on your instincts to make business decisions may not always lead to optimal results. 

Bookkeeping isn't just about recording transactions; it's about gaining clarity and insight into your business's financial health. Maintaining accurate and up-to-date records will enable you to make informed decisions on how to grow your profit.

I highly value an effective and trustful relationship between the business owner, their accountant and bookkeeper. We each have our strenghts and together we can make a great synergy.

Local professional accountants can be found through your local Chamber of Commerce (Perth, Smiths Falls, Carleton Place), the Small Business Advisory Centre or feel free to ask me for references.

Of course. The decision to handle your own bookkeeping or delegate it, is purely a business decision depending on your situation and preference.

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Great resources to help you do your own bookkeeping, are:

• YouTube channel of AccountingStuff - general info about bookkeeping & accounting

• YouTube channel of Hector Garcia - how to use QuickBooks

• YouTube channel of 5 Minute Bookkeeping - specializes in processing Shopify in QuickBooks

• Book "Bookkeeping for Canadians for Dummies"

This is a reliable resource to calculate your income taxes: 

https://www.wealthsimple.com/en-ca/tool/tax-calculator/ontario 

It is completely anonymous, and it works for both employers and self-employed individuals.

The expression 'being someone's second banana' means to support someone so they can shine in their leading role. That is exactly the goal of my business: giving business owners peace of mind by getting their administration of their plate, so they can focus on their core business.