Behind on your bookkeeping?
Catch-Up Bookkeeping
Bring overdue months up to date through an organized, period-by-period process. Catch-up work is quoted separately from ongoing monthly bookkeeping.
SMALL BUSINESS BOOKKEEPING · TORONTO & GTA
Small Business Bookkeeping Services in Toronto & the GTA
Online bookkeeping for Toronto and GTA small businesses. Keep your monthly records organized, understand your reports, or get overdue books back on track. Work with us remotely through cloud-based systems such as QuickBooks Online and secure document sharing.
Free 30-minute consultation, with no obligation. We’ll discuss your current books, what you need and a suitable scope.
YOUR MONTHLY BOOKKEEPING
Know what’s included each month.
Our Essential package is a starting point for smaller businesses: up to 75 transactions and 2 bank or credit-card accounts per month. We confirm the right limits and quote after reviewing your records.
- Monthly categorization of business income and expenses
- Reconciliation of the agreed bank and credit-card accounts
- Monthly Profit & Loss and Balance Sheet reports
- Email support and clear questions about missing information
Need higher limits or year-end preparation? We’ll agree the additional scope. Historical catch-up, clean-up and initial setup are quoted separately.
Bookkeeping services do not include audit, assurance, legal advice or individualized tax advice. Any additional accounting or tax-related services offered by Simplide are separately scoped based on the service requested.
PROJECT BOOKKEEPING SUPPORT
A clear starting point for your books.
Before a monthly routine begins, your business may need setup, catch-up or corrections. We review the work and provide a separate quote.
Unsure about your existing records?
Bookkeeping Clean-Up
Review classifications, duplicates, missing transactions and reconciliation issues. We agree the corrections and quote before work begins.
Starting a new business?
Bookkeeping Setup
Set up your chart of accounts, opening balances and bookkeeping system, with a separately agreed scope and quote.
WHO THIS HELPS
Support shaped around your needs.
Growing Small Businesses
For owners who need a dependable bookkeeping system as transactions and responsibilities increase.
Businesses Behind on Bookkeeping
For businesses that need help catching up on overdue bookkeeping or organizing incomplete financial records.
Owners Seeking Visibility
For decision-makers who want to understand where money is coming from and where it is going.
Businesses Preparing for Year-End
For businesses that want organized, reconciled and up-to-date books to support a smoother year-end process.
HOW IT WORKS
A straightforward process.
Understand your current setup
We learn how your records are maintained, what tools you use and where support is needed.
Collect and organize information
You securely provide the agreed records, statements and supporting documents.
Complete and review the work
We organize the records, review inconsistencies and ask clear follow-up questions.
Keep the process moving
You receive an organized result and a practical routine for the next bookkeeping period.
COMMON QUESTIONS
Helpful answers before we begin.
Can you help if my bookkeeping is behind?
Yes. We provide catch-up bookkeeping for businesses that have fallen behind. We first review your existing records, determine what periods are outstanding and identify missing or unreconciled items. We can then bring the agreed periods up to date and help establish a more consistent bookkeeping routine going forward.
Do you work with my accountant or tax professional?
Yes. If you already work with an external accountant, CPA or tax professional, Simplide can coordinate with them and provide the bookkeeping records and supporting information they require. If you use Simplide for additional accounting services, we can also provide bookkeeping and accounting support within the agreed scope of service.
How often can bookkeeping be completed?
Most ongoing bookkeeping is completed monthly, but the right schedule depends on your transaction volume, number of accounts and reporting needs. Businesses with higher activity may require more frequent support, while catch-up and clean-up bookkeeping can be completed as separate projects. We will recommend a practical schedule after reviewing your business.
What is the difference between catch-up and clean-up bookkeeping?
Catch-up bookkeeping is for businesses with bookkeeping that has not been completed for previous months or periods. Clean-up bookkeeping is for records that have already been entered but may contain errors, inconsistencies or unreconciled accounts. In some cases, a business may need both. We can review your records first and determine what work is required.
Can you help set up bookkeeping for a new business?
Yes. We can help new businesses establish an organized bookkeeping system, including the chart of accounts, opening information, bank and credit-card connections and a practical process for maintaining financial records. If you are using QuickBooks Online, we can also help organize the bookkeeping setup around your business needs.
What bookkeeping software do you work with?
We primarily support cloud-based bookkeeping systems such as QuickBooks Online and can review other accounting software depending on your existing setup. If you are starting from scratch or considering a change, we can discuss a practical system for your business during the consultation.
What do I need to provide for bookkeeping?
The information required depends on your business and the work being completed. It may include bank and credit-card statements, sales and expense records, invoices, receipts, loan information, payroll records and access to your bookkeeping software. We provide a clear checklist so you know what is needed before the work begins.
How do you help prepare my books for year-end?
We keep your bookkeeping records organized and reconciled, review outstanding items and help ensure the available supporting information is properly maintained. This creates a cleaner year-end process and supports financial reporting and tax preparation. If you work with an external accountant or tax professional, we can also provide the organized bookkeeping information they require.
Do you provide bookkeeping only in Toronto?
No. Simplide serves businesses across Toronto and the GTA and can also provide remote bookkeeping support to businesses in other locations where the service can be delivered appropriately through cloud-based systems and secure document sharing.
READY WHEN YOU ARE
Let’s make the next step clearer.
Tell us what you need and we’ll explain how Simplide may be able to help.