Canadian online bookkeeping
Your books, balanced. Your focus, restored.
Balance-Books is a remote Canadian bookkeeping partner for small and growing businesses. We deliver accurate monthly books, CRA-ready reports by the 10th, and clear pricing — so you can run the business, not the ledger.
Free 20-minute discovery · Written scope before you pay · Reports by the 10th
What you get each month
- Reconciled accounts you can trust
- P&L and balance sheet by the 10th
- Questions answered without the runaround
- Tax-ready books for year-end
CRA-ready reporting
Accountant-friendly every month
Cloud-first workflow
QBO · Oracle · Sage · Xero · Sheets
Transparent pricing
Scoped monthly rates, no surprises
Bank-grade security
Least-privilege access only
- 120+
- Businesses supported
- 10th
- Reports by this date
- 48 hrs
- Typical kickoff window
- 4.9★
- Client satisfaction
Services
Everything to keep the books honest
Start with monthly bookkeeping. Add GST/HST, payroll, catch-up, or controller-lite reviews as you grow — without rebuilding your finance stack.
Monthly Bookkeeping
Bank reconciliations, categorization, and clean ledgers on a fixed monthly cadence — so you always know where cash and profit stand.
- Bank & credit card reconciliation
- Transaction categorization & coding
- Chart of accounts cleanup
Financial Reporting
Decision-ready P&L, balance sheet, and cash-flow views delivered on schedule — audit-ready packages formatted for your CPA or year-end review.
- Monthly P&L and balance sheet
- Cash flow snapshot
- Variance notes on request
GST / HST Support
Sales tax prep and filing support so remittances stay on schedule and input tax credits don’t slip through the cracks.
- Monthly, quarterly & annual filing support
- ITC tracking and reviews
- Multi-province awareness
Payroll Coordination
Accurate pay runs and remittance coordination without standing up a full in-house payroll department.
- Payroll run support (via your software)
- Source deduction remittance tracking
- T4 / ROE prep assistance
How it works
Up and running without the drama
A short path from first call to steady monthly rhythm — minimal handoff friction, maximum clarity.
- 01
Free discovery call (20 min)
We map your software, monthly volume, how far behind you are, and what “good” looks like for your team.
- 02
Scoped proposal & secure setup
You get written pricing and scope. Then we connect QBO/Xero and banks with least-privilege access — usually live within 48 hours of signing.
- 03
Monthly cadence you can trust
Books close on schedule. Reports land by the 10th. Slack/email questions answered without you chasing anyone.
Why Balance-Books
Designed for calm operators
We studied what leading bookkeeping brands do well — hard delivery dates, human experts, cloud tools — then stripped the bloat. Fewer promises. Impeccable cadence.
Clarity over clutter
Plain-language reports that answer “how are we doing?” — not a wall of accounts only your bookkeeper understands.
Cadence you can trust
A fixed monthly rhythm and a hard delivery target (by the 10th) so books never become a year-end fire drill.
Right-sized partnership
Expert capacity without hiring, training, and managing a full-time bookkeeper before you’re ready.
Built for modern tools
Cloud ledgers, secure document flows, and bank feeds that cut manual entry — with humans still owning accuracy.
Industries
We speak your operating language
Every industry has quirky revenue and cost patterns. We set up charts and workflows that match how you actually earn money.
Professional services
Agencies, consultants, and firms that bill time and need clean WIP and expense tracking.
E-commerce & retail
Shopify/Amazon reconciliations, payment processor mapping, and inventory-aware COGS support.
Health & clinics
Mixed HST-exempt/taxable rules, practitioner corps, and tidy month-end packages for your CPA.
Trades & field services
Job costing basics, subcontractor payments, vehicle & equipment costs that actually reconcile.
Client stories
What operators say after the books settle
Composite examples based on typical engagements — replace with verified reviews before launch.
“For the first time in years I open my P&L before the 15th and it actually matches reality. Balance-Books made tax season boring — in a good way.”
Priya S.
Founder · Northside Dental Studio · Mississauga, ON
“We were eight months behind. They scoped catch-up clearly, finished on the date they promised, and now we’re on autopilot every month.”
Marcus T.
Owner · Lakeview Mechanical · Kitchener, ON
“Our CPA asked what changed. Cleaner coding, fewer follow-ups, faster T2 prep. The monthly review call alone pays for the plan.”
Elena R.
COO · Parcel & Post Agency · Vancouver, BC
FAQ
Common questions
What is Balance-Books?
Balance-Books is a remote Canadian bookkeeping firm for small and growing businesses. We handle monthly bookkeeping, budgeting, reporting, GST/HST support, and payroll coordination so your numbers stay clean and current.
Who is a good fit?
Service businesses, non-profits, e-commerce brands, agencies, clinics, trades, merchandise, real estate, and professional practices — typically from sole prop through ~$5M revenue. If you have a more complex multi-entity group, we’ll scope Scale or a custom plan.
Which accounting software do you use?
We specialize in QuickBooks Online, Oracle, Sage, spreadsheets, and Xero. If you’re on Wave or any other platform, we can migrate you as part of onboarding (quoted separately if material).
When do I receive my reports?
On standard plans, reconciled books and core financial reports are delivered by the agreed-upon due date — provided bank feeds and any missing documents are available by month-end.
Ready for books that stay balanced?
Book a short consult. We’ll map your current state, recommend a right-sized plan, and leave you with a clear next step — even if that’s “not yet.”