Bookkeeping and Accounting Services

So much starts with a solid foundation and a standardized chart of accounts with the right tracking codes.
— Tracey Jennings, Founder digitaltaxCPA

We provide bookkeeping, accounting, payroll, and other related services including the preparation of compilation engagements. We invest time on set-up to ensure our team has a full understanding of our client’s business and processes.

Our Bookkeeping and Accounting Services Include:

  • Set Up and Conversion

    Our set up includes implementation of our standardized chart of accounts and tracking categories, set-up and tailoring data extraction tools, and development of streamlined processes to ensure the aspects important to our client’s business are properly captured, and reports developed.

  • Monthly and Year End Bookkeeping and Accounting Services

    Our monthly/year end bookkeeping services include:

    • data input of invoices and bills (leveraging data extraction technologies like Hubdoc, tracking categories, and automation through coding to save time and improve accuracy and provide timely tracking);

    • monthly reconciliations and preparation of reports;

    • preparation of HST, WSIB, EHT and other filings; and

    • payroll processing/integration and reporting.

    While delivering our monthly bookkeeping services, each client also benefits from our years of tax experience leveraged by our proprietary workflows, to receive timely tax planning advice and efficient preparation of tax compliance forms and returns.

Move to digital with a trusted partner.

While we support all accounting programs, we are pleased to be a gold partner with Xero bringing our clients a technology solution with a provider as focused as we are on cloud-based solutions. Our experienced team can facilitate a smooth transition to a leading-edge, cloud-based solution to save time, provide quality information, and streamline bookkeeping and accounting functions. Our clients benefit from the hands-on support of the entire team through the transition process, leveraging our automated reports tailored to the client’s business and that begin with the important standardized chart of accounts.

 
 

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