Books health check
We review your current books and show you what we find, from reconciliations to GST/HST, with the work needed to fix it.
Where every client startsBookkeeping for Canadian small businesses
Bookkeeping that keeps your business ready
Monthly bookkeeping, cleanup and QuickBooks Online support, done properly every month. We start with a books health check, so your quote is based on the real state of your books.
- QuickBooks Online and Xero
- GST/HST and CRA payroll
- Reports by the 15th
Your month-end close
Every month- Bank and credit cards reconciled
- Receipts matched to transactions
- GST/HST account reviewed
- Payroll agreed to CRA remittances
- Reviewed before it reaches you
Services
Everything your books need, every month
Pick what you need now. Most clients start with a health check, a cleanup if the books are behind, then monthly bookkeeping.
Monthly bookkeeping
Transactions coded from your bank feeds, receipts matched, GST/HST coded and every account reconciled each month.
Cleanup and catch-up
Months or years behind? We bring your books current and reconciled, then keep them that way.
QuickBooks Online setup and migration
Moving from spreadsheets or another system? We set up QuickBooks Online properly and move your records over.
Year-end package
Reconciled statements, your general ledger and working papers, ready for your accountant to prepare your tax filing.
Business consulting
Practical help to improve how your business runs, from processes and systems to the numbers behind your decisions.
How it works
From messy to month-end ready
Four simple steps. After onboarding, the only things we ask of you each month are your receipts, your statements and a few quick answers.
Health check
Give us accountant access to your books. We review them and show you what we find.
Clear quote
A fixed monthly package based on your books, plus a one-time cleanup fee if they are behind.
Easy onboarding
Connect your bank feeds, snap receipts with the QuickBooks app, and we take it from there.
Monthly close
Your books are reconciled every month, and your reports arrive by the 15th.
Every month
What you get
- Profit and lossWhat you earned, what you spent and what is left.
- Balance sheetWhat the business owns and owes, tied to your statements.
- Reconciliation summaryEvery bank, credit card and loan account checked.
- Plain-language notesAnything that needs your attention, in a few short lines.
By the 15thDelivered to your inbox every month
Why Ledger Experts
Done right, every time
- Reviewed before releaseEvery month-end is checked before it reaches you.
- No bank passwords, everWe work through accountant access that you control and can remove anytime.
- One inbox for everythingQuestions, documents and reports all run through [email protected].
- Built for Canadian rulesGST/HST, CRA payroll remittances and year-end packages for your CPA.
FAQ
Good questions
How much does it cost?
Every business is different, so we quote after the health check. Most clients pay a fixed monthly fee, plus a one-time cleanup fee if their books are behind. You see the quote before you commit to anything.
Do I need QuickBooks Online?
We work in QuickBooks Online and Xero. If you do not have accounting software yet, or want to switch, we can set up QuickBooks Online for you and move your records over.
What do I need to do each month?
Keep your bank and credit card accounts connected, snap receipts with the QuickBooks app, upload your statements by the 5th, and answer our questions. We send them once a week in a single email.
Who does the work?
Ledger Experts is based in Alberta, Canada. Your bookkeeping is done by our dedicated bookkeeping team in the Philippines, under written confidentiality and data security agreements, and every month is reviewed before it reaches you.
Is my information safe?
We only work through accountant access that you grant in your accounting software, so you stay in control. We never ask for bank passwords. Our files sit in secure company accounts with two-step verification, never on personal devices or accounts.
Do you file my taxes?
No. We keep your books accurate and prepare a year-end package, and your accountant uses it to prepare and file your taxes.
Get started
Start with a books health check
Tell us a little about your business. We will reply within one business day to arrange your health check.
- [email protected]
- Reply within one business day
- Serving businesses across Canada, outside Quebec