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FAQ

Questions, answered plainly

If you don’t see your question, reach out — we’ll add it here when others ask the same thing.

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.

Is my financial data secure?

Yes. We work inside your cloud accounting file with least-privilege user access, use encrypted document tools, and never ask you to email full bank passwords. You can revoke access at any time.

Can you clean up messy or overdue books?

Yes. Catch-up is one of our most common starting points. We audit the backlog, give you a fixed-scope quote, clean historical periods, then move you onto a steady monthly plan.

How does pricing work?

Plans start at published rates and are confirmed after a short discovery call based on transaction volume, number of accounts, entities, and add-ons (sales tax, payroll, catch-up). You always get scope in writing before we start.

How fast can we get started?

Most clients complete discovery, proposal, and software access within a few days. Once we have your signed agreement and get access, our team hits the ground running right away.

Do you work outside major cities?

Yes. We’re fully remote and serve clients across Canada. Meetings are video or phone — no office visits required.

Balance-Books

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.”