FAQ

Your Bookkeeping and Tax Questions Answered

General Questions

Yes! All services are fully remote using secure, cloud-based systems. I work with clients across Canada.

I work with individuals, sole proprietors, and small corporations across a variety of industries.

I have limited availability for new bookkeeping clients. I’m happy to connect, learn more about your needs, and determine whether it’s a good fit. If I’m not the right person at this time, I can often recommend alternative options.

I primarily work in QuickBooks Online, but I also have experience with FreshBooks, Sage 50, and QuickBooks Desktop.

I also offer one-hour consultations for those who want guidance managing their own books or taxes without committing to ongoing services.

I prepare personal income tax returns, sole proprietor and small business tax filings, GST/HST-related support, and catch-up filings for prior years. If you are unsure whether your situation fits within these services, reach out and I can let you know.

Personal tax returns start at $75, and sole proprietor or small business returns start at $150. Final pricing depends on the complexity of the return, the number of forms involved, and how organized the records are.

Yes! I regularly assist clients with catch-up and clean-up work to ensure accurate tax filing.

Yes. I provide GST/HST support for eligible businesses and self-employed individuals who need help understanding their obligations, organizing sales tax information, and preparing for filing.

A return may be more complex if it includes self-employment income, multiple income sources, GST/HST obligations, prior-year filings, missing documents, or more detailed deductions and reporting needs. If you are unsure, I can review your situation and provide guidance before moving forward.

Yes. Reduced rates may be available for low-income clients or individuals on disability, depending on the nature of the return. Feel free to get in touch to discuss your situation.

I offer monthly bookkeeping, catch-up and clean-up work, reconciliations, financial reporting, and accountant-ready books. These services are designed to help keep your records accurate, organized, and easier to manage throughout the year.

Yes. I offer monthly bookkeeping support to help keep your records current and maintain a clearer picture of your business finances over time. Ongoing support can also help reduce stress at tax time and year-end.

Yes. Reconciliations are a key part of accurate bookkeeping, and I help ensure your records align with your bank accounts, credit cards, and other financial statements so your books remain dependable.

Yes! Not every client needs ongoing monthly bookkeeping. If you need one-time clean-up, periodic reconciliations, or help preparing your books for your accountant, I can tailor support to your needs.

I work with small businesses, sole proprietors, independent professionals, and small corporations who need reliable bookkeeping support. Whether you are managing a steady business operation or simply need help getting organized, I aim to provide practical, detail-oriented support.

Starting a business or unsure what you can deduct?

Download my Business Expenses Cheat Sheet—a practical guide I share with new business owners to help them get started on the right foot.

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