Monthly bookkeeping for trades businesses, with selected HST administration, Plus payroll and office workflows, and a separate Books Assessment & Cleanup path.
Orillia's trades businesses (electricians, plumbers, HVAC technicians, general contractors, and roofers) are the backbone of Simcoe County's construction sector. If you run a trades or contracting business in Orillia, clean books aren't just nice to have; they're what separates businesses that grow from businesses that struggle.
I provide monthly bookkeeping and reconciliations, selected HST filing, and separately scoped Plus support for payroll, one A/P or A/R workflow, and year-round T5018 payment-data tracking. Books that are behind or unreliable begin with a paid Books Assessment before cleanup is quoted.
QuickBooks Online is the primary platform. Suitable Xero files may also be supported; the active platform and tools are listed in the proposal and agreement.
A clear written scope, with the services your business actually needs.
Transactions and financial accounts within the written scope are categorized and reconciled through the monthly close, subject to complete records, active access, and timely client answers.
Learn moreHST returns are prepared and filed at the selected frequency based on complete records, active access, client approval, and the responsibilities stated in the agreement.
Learn morePlus can include bi-weekly or semi-monthly payroll for up to five employees, CRA remittance administration, T4s, Records of Employment, and selected WSIB or EHT reporting.
Learn moreBasic job or project coding may be separately scoped when the client records support it. Detailed job-profitability, WIP, labour-burden, overhead-allocation, cost-to-complete, and advisory reporting are not included in standard Core or Plus.
Learn moreBooks that are behind, incomplete, or unreliable begin with a $450 Books Assessment. Any cleanup is quoted and authorized separately before work starts.
Learn moreT5018 reporting may apply where the CRA requirements are met. Plus can include year-round payment-data tracking when client records support it; annual preparation and filing are separately selected and quoted.
Learn moreStart with a free fit call. If detailed file review is needed, the next step is the paid $450 Books Assessment.