Monthly Bookkeeping
Every transaction coded, every account reconciled, and a clean set of monthly statements in your inbox on schedule.
BookkeepingNow accepting 2026 year-end clients
Clean books. On-time filings. Peace of mind all year.
CPA-led bookkeeping, payroll and tax for small businesses across Richmond and the Lower Mainland. One fixed monthly price, real humans who know your numbers, and no more tax-season panic.
- Fixed monthly pricing
- CRA-authorized representative
- QuickBooks & Xero certified
Monthly Close
September 2026
✓ Reconciled
Revenue$48,210+12.4%
Expenses$31,640-3.1%
Net profit$16,570+34.0%
Cash flow, last 6 monthsCash in bank
AprMayJunJulAugSep
- ✓ GST/HST return, Q3 Filed
- ✓ Bank & credit card reconciliation 100%
- ! Payroll remittance Due Nov 15
Books closed in 6 daysEvery month, like clockwork
4.9 / 5 ratingFrom local business owners
Certified in the tools you already use
QuickBooks OnlineXeroWaveDextHubdocWagepointShopifySquareStripeSage
0Local businesses served
0Transactions managed yearly
0Years of CPA experience
0On-time CRA filings
Led by a CPA
Bookkeeping, tax and advice under one roof
About the firm
Bookkeeping and accounting, finally in one place
Most small businesses juggle a bookkeeper for the monthly numbers and a separate accountant at tax time, then pay for the two to talk to each other. We do both. The team that reconciles your books every month is the same team that files your taxes and tells you how to keep more of what you earn.
Everything runs in secure cloud software, so your numbers are current, your documents are organized, and you can see exactly where your business stands any day of the year.
- CPA-led team with bookkeeping, payroll and tax specialists
- Fixed monthly fee agreed upfront, never billed by the hour
- A dedicated bookkeeper who replies within one business day
- CRA correspondence and audit support included
What we do
Everything your numbers need, month to year-end
From coding every transaction to filing your corporate return, we cover the full financial cycle for BC small businesses and incorporated professionals.
Payroll & Remittances
Accurate pay runs, source deduction remittances, T4s and ROEs, so your team gets paid right and CRA gets paid on time.
BookkeepingGST/HST & PST Filing
Sales tax tracked as you go and filed before the deadline. No last-minute scramble, no late-filing penalties.
TaxCorporate & Personal Tax
T2 corporate returns, T1 personal and self-employed returns, prepared from books that are already clean.
AccountingYear-End Financial Statements
Compilation (Notice to Reader) statements for your bank, lender or shareholders, prepared and reviewed by a CPA.
AccountingTax Planning & Advisory
Salary vs. dividends, incorporation, cash-flow forecasts. Plain-English advice that helps you keep more of what you earn.
AdvisoryCatch-Up & Cleanup
Months or years behind? We rebuild your books, file what is overdue, and get you current without the judgement.
BookkeepingCRA Representation
Got a letter from CRA? We handle reviews, audits and correspondence on your behalf, so you never face them alone.
TaxWho we work with
Specialists in the businesses that keep Richmond running
🔨Trades & Contractors
🍽Restaurants & Cafés
🛒E-commerce & Retail
🏠Real Estate Professionals
🩺Medical & Dental Practices
💼Consultants & Freelancers
🚚Trucking & Logistics
🤝Non-Profits & Societies
Pricing
Simple, fixed pricing. No hourly surprises.
Pick the plan that fits your transaction volume. Change plans any time as your business grows.
Essentials
For new and very small businesses
$299/mo
Billed monthly
- Up to 75 transactions a month
- Monthly bank reconciliation
- Monthly P&L and balance sheet
- GST/HST filing included
- Email support, next-day replies
Most Popular
Growth
For established small businesses
$599/mo
Billed monthly
- Up to 250 transactions a month
- Weekly reconciliation
- Full reporting suite with cash flow
- GST/HST and PST filing included
- Payroll for up to 5 employees
- Priority phone and email support
Complete
Bookkeeping, payroll and year-end tax
$999/mo
Billed monthly
- Unlimited transactions
- Payroll for unlimited employees
- Corporate (T2) tax return included
- Year-end financial statements
- Quarterly tax planning calls
- Dedicated CPA and bookkeeper
Instant fee estimate
What would your books cost?
Move the sliders to get a ballpark in seconds. No email required.
Recommended plan
Growth
$599/month
Estimate only. Your exact quote is confirmed after a free 20-minute call.
CRA deadline tracker
Never miss a CRA deadline again
Late filings cost Canadian businesses millions in penalties every year. Our clients get reminders before every date below, and we file before it arrives.
Next deadline
Payroll remittance
00Days
00Hours
00Minutes
Dates shown for general guidance. Deadlines that fall on a weekend or holiday move to the next business day. Confirm your specific dates with us or the CRA.
Why business owners switch
The difference is night and day
Doing it yourself
Typical bookkeeper
Richmond Bookkeeping
Fixed monthly price✕Sometimes✓
Books closed by the 10th✕Sometimes✓
CPA reviews your year-end✕✕✓
Tax filing by the same team✕✕✓
CRA audit support✕Extra fee✓
Your evenings and weekends back✕✓✓
How it works
Up and running in about two weeks
- 1
Free consultation
A 20-minute call to understand your business, your current books and what you need.
- 2
Fixed quote
You get one clear monthly price in writing. No hourly billing, no surprises.
- 3
Secure setup
We connect your bank feeds, migrate your history and set up your client portal.
- 4
Relax
Monthly reports land in your inbox, deadlines are handled, and tax time is easy.
Secure client portal
No more shoeboxes. No more email attachments.
Snap a photo of a receipt, upload a bank statement or sign your tax return, all from one secure portal on your phone or laptop.
- Bank-level 256-bit encryption
- Upload receipts straight from your phone
- E-sign tax returns and engagement letters
- Every report and return stored in one place
Client reviews
Trusted by business owners across the Lower Mainland
Sample reviews shown for demonstration purposes.
★★★★★
"For the first time in eight years our books are actually current every single month. GST used to be a quarterly headache. Now I don't even think about it."
★★★★★
"They switched me from salary to a salary and dividend mix and it saved me more than their whole annual fee. The fixed price means no nasty invoices either."
★★★★★
"We were two years behind and dreading it. They cleaned everything up, filed what was late and handled CRA for us. Tax season was painless this year."
FAQ
Questions business owners ask us most
Can't find your answer? Call us at (604) 555-0578. A real person picks up.
Do I need a bookkeeper or an accountant?
Usually both. A bookkeeper keeps your day-to-day numbers accurate. An accountant files your taxes, prepares year-end statements and advises on strategy. We do both, so the people filing your taxes already know your books inside out.
How does the monthly process work?
We connect securely to your bank and credit card feeds, categorize every transaction, reconcile your accounts and send you clear reports, usually by the 10th business day of the following month.
My books are a mess. Can you still help?
Absolutely, that's a common starting point. We begin with a catch-up project to reconcile past months and file anything overdue, then move you onto a regular monthly plan.
What software do you use?
Mainly QuickBooks Online and Xero, plus Dext and Hubdoc for receipts and Wagepoint for payroll. If you already use something else, we can usually work with it.
Can you deal with CRA for me?
Yes. As your authorized representative we handle CRA letters, reviews and audits directly, so you don't have to.
Do I have to come to your office?
No. Most clients never need to. We work with businesses across BC by phone, video and our secure portal, and you are welcome to visit us in Richmond any time.
Find us
Based in Richmond, serving clients across BC
Free 20-minute consultation
Ready for books you never have to worry about?
Tell us about your business and we'll give you a fixed monthly quote on the call. No obligation, no pressure.
Mon to Fri, 9am to 5pm · Extended hours February to April