KITCHENER-WATERLOO & VIRTUALLY ACROSS ONTARIO
Keep the day-to-day numbers from becoming a month-end mountain. I help small businesses and entrepreneurs maintain organized books, reconcile their accounts, and understand their financial reports.
Serving Kitchener, Waterloo, Cambridge and Guelph, with virtual support throughout Ontario.
IS THIS THE RIGHT FIT?
Monthly bookkeeping is a practical fit when you want your records kept up regularly, rather than trying to piece everything together at year-end.
You might be doing the books yourself, spending evenings sorting receipts, or wondering whether your accounting software reflects what’s actually happening in the business. I bring a detail-oriented, no-judgment approach to getting those records organized.
If your books are already behind, we can discuss catch-up and clean-up support before moving into an ongoing monthly routine.
THE MONTHLY FOUNDATION
Your quote sets out the exact scope. These are the core areas we can build around.
Record income and expenses in your accounting software and keep the general ledger organized. A clear chart of accounts helps group transactions in a way that makes sense for your business.
Compare your accounting records with your statements to identify differences, missing transactions, or items that need clarification. Reconciliation gives your reports a more reliable foundation.
Prepare reports such as your profit and loss statement, balance sheet, and cash flow statement on an agreed schedule. These help you see income, expenses, what you own, and what you owe.
Keep the records behind your transactions organized and work through questions as they arise. Financial Cents provides a private client portal for sharing documents and keeping communication together.
Accounts payable, customer invoicing and receivables, payroll, GST/HST support, software setup, and year-end preparation can be discussed as part of your quote. We’ll specify what’s included so there’s a clear understanding of responsibilities.
Explore all bookkeeping servicesA ROUTINE THAT WORKS FOR YOU
We’ll start with where your books are today and agree on a manageable way to keep them moving.
Tell me about your business, accounting software, transaction volume, and any overdue bookkeeping. We’ll identify the support you need and I’ll prepare a tailored quote.
We’ll confirm the scope, access needed, documents to share, and reporting schedule. Bring your bank and credit card statements, receipts, invoices, and questions.
I’ll complete the agreed bookkeeping work, flag transactions that need your input, and prepare the reports included in your scope. Timely documents and answers help keep the routine on track.
A QUOTE BUILT AROUND YOUR BOOKS
The cost depends on your selected services, the complexity of your records, the number of accounts and transactions, and any catch-up work needed. I’ll discuss the scope with you before we get started.
For a useful first conversation, let me know your software, roughly how many transactions you have each month, and whether your books are up to date.
Request a bookkeeping quoteDepending on your agreed scope, you’ll share bank and credit card statements, receipts, invoices, bills, and answers to transaction questions. We’ll confirm the access and documents needed during setup.
Yes. I work with QuickBooks Online and offer setup and migration support. If you’re using another system or spreadsheets, tell me about your current setup so we can discuss a suitable workflow.
Yes. Catch-up and clean-up work can be scoped separately before regular monthly bookkeeping begins. We’ll review the backlog and agree on the work required.
They’re available to discuss, but are not automatically part of every arrangement. Your quote will identify the services included and who is responsible for each task.
We’ll agree on a reporting schedule as part of your scope. Timing depends on receiving the necessary records and resolving questions about your transactions.
Year-end preparation is available to help organize books, reconciliations, and workpapers for your accountant or CPA. We’ll confirm whether this support is included in your arrangement.
LET’S MAKE ROOM FOR YOUR BUSINESS
Tell me about your business, your current books, and the support you’re looking for. We’ll talk through a scope that fits.
Ask Matt for a quote Opens your email app.YOUR BOOKKEEPER
