Monthly bookkeeping
- Transaction review & categorization
- Bank & credit card reconciliations
- Clean bookkeeping reports
May Accounting & Tax Services
Bookkeeping for Small Businesses
Clean, current books with clear communication — supporting small businesses in Thorold, the Niagara Region, and across Canada.
Best for: Service businesses • Trades • Project-based work
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Tools: QuickBooks Online • (Dext optional)
Accurate foundationsReconciled accounts and clean coding you can trust.
Consistent workflowMonthly process so things don’t pile up at year-end.
Clear next stepsWhat we need, what we did, what’s next — clearly.
What’s Included in Small Business Bookkeeping
Scope is confirmed up front so you know exactly what’s covered.
Cleanup & catch-up
- Fix uncategorized / messy periods
- Correct coding and reconcile accounts
- Bring files to “year-end ready” status
Cleanup is quoted based on volume and complexity.
Sales tax & compliance support
- HST-ready bookkeeping
- CRA notices support (as needed)
- Payroll support coordination (if applicable)
Who This Service Is For
If you want organized books and fewer surprises at tax time, this is built for you.
Small business owners
Owners who want clean books and consistent reporting — without chasing details all year.
Trades & service businesses
Project-based or invoice-heavy businesses that need structure and clarity.
Behind on bookkeeping
If you’re catching up, we’ll get you organized with a calm, structured process.
How Bookkeeping Works
Simple, structured, and clear — so you always know the next step.
1) Confirm scopeWe confirm what’s needed and what’s outstanding.
2) Documents & accessClear instructions for statements, receipts, and software access.
3) Monthly workflowReconciled books, clean reporting, and clear next steps.
Bookkeeping FAQs
Quick answers for common questions.
What do you need from me each month?
Bank/credit card statements (all accounts used), receipts/invoices (Dext preferred), and notes for unusual items.
If you’re unsure — ask first.
Do you work with QuickBooks Online?
Yes. We support QBO-based bookkeeping workflows and reporting.
What if my books are behind?
No problem — cleanup & catch-up is common. We’ll confirm scope and quote based on volume and complexity.
Can you help with HST?
Yes — accurate bookkeeping is the foundation for clean HST reporting. If your books aren’t current, cleanup may be recommended first.
Want clean, current books?
Send a message with your business type, software (if any), and the period you need help with.