12 Months of Bookkeeping
First Month Free
Sign up for a full year of bookkeeping and get your first month completely free. We are also including full standard data migration at no charge. Due to migration capacity, this offer is strictly limited to 10 businesses.
What Your Monthly Bookkeeping Includes
Transaction Categorization
We import all bank statements and accurately categorize transactions based on your chart of accounts.
Bank & Credit Card Reconciliation
We reconcile accounts monthly to ensure your books always match your actual bank balances.
Sales Tax (GST/HST) Tracking
We record HST/GST to ensure your business records remain fully compliant and audit ready.
Accounts Receivable & Payable Tracking
Keep a clear, accurate watch on money coming into the business and money going out.
Monthly Financial Reporting
We prepare and deliver your core financial reports every month so you have a clear picture of performance.
Monthly Book Review & Accuracy Check
At the close of each month, we perform a rigorous review to ensure absolute data accuracy across your accounts.
How the Free Migration Works
When a client joins, we handle the setup and transition into Zoho Books so they can start fresh without disruption. Our standard migration is designed to get clients up and running quickly with clean, accurate books. It includes:
Note: This approach focuses on a clean go live rather than bringing in full historical data. If a client requires additional work—such as historical data migration, inventory setup, or cleanup of existing books—this is handled separately based on scope.
The following services are outside the scope of our standard bookkeeping offering:
- Creating or sending client invoices
- Daily tracking or follow up on overdue invoices
- Processing payments on your behalf
- GST/HST filing and remittances
- CRA correspondence, submissions, or compliance filings
- Year end accounting, tax preparation, or CPA level work
The discovery session is free and takes about 30 minutes. No commitment required. We will review your current bookkeeping setup, discuss the full scope of the engagement, and make sure everything is the right fit before anything is agreed upon.
