Keep Your Books Clean & Your Business Moving
Accurate, CPA-reviewed bookkeeping for Toronto small businesses and self-employed professionals. Stay organized, tax-ready, and confident in your numbers — year-round.
- Bank & credit card reconciliation
- Accounts payable & receivable
- Monthly P&L, balance sheet & cash flow
- HST & GST tracking & remittance
- Expense categorization & receipts
- Year-end prep for your accountant
What's Included
Everything in Your Bookkeeping Package
A complete, CPA-reviewed bookkeeping service tailored for Canadian small businesses and entrepreneurs.
Bank Reconciliation
Monthly matching of your bank and credit card statements to your books — catching errors, duplicates, and missing transactions before they become problems.
Financial Statements
Monthly profit & loss, balance sheet, and cash flow statements so you always know exactly where your business stands financially.
HST/GST Tracking
Accurate tracking of all HST and GST collected and paid, with remittance support and audit-ready records to protect you during CRA reviews.
Expense Categorization
Every expense properly categorized using CRA-compliant charts of accounts, maximizing deductions and keeping you organized for tax season.
Accounts Payable & Receivable
Track what you owe and what you're owed. We manage AP/AR so you can focus on running your business, not chasing invoices.
Year-End Prep
Clean, organized books handed off at year-end — ready for corporate tax filing, T2 preparation, or your accountant to finalize without delays.
Bookkeeping Built for Toronto Businesses
Whether you're a freelancer managing a handful of clients or a growing business handling dozens of transactions daily, our bookkeeping service scales to fit you.
📅 Let's Talk About Your Books- 🛠️Contractors & TradespeoplePlumbers, electricians, HVAC — keep project costs and income clean
- 💻Freelancers & ConsultantsTrack client invoices, expenses, and HST without the headache
- 🏪Retail & E-Commerce OwnersInventory, COGS, Shopify/Stripe reconciliation — all handled
- 🏗️Small Business OwnersIncorporated or sole prop — we clean up and maintain your books monthly
- 🏥Healthcare & Professional ServicesDentists, therapists, medical clinics — compliance-ready bookkeeping
The Process
How Our Bookkeeping Service Works
A simple, structured process that keeps your books current every month — without the stress.
Free Consultation
We review your current books, software setup, and business needs. No obligation — just a clear plan to get you organized.
Onboarding & Setup
We connect to your accounts (bank, credit card, payroll) and configure your bookkeeping software — QuickBooks, Wave, or Xero.
Monthly Bookkeeping
Every month we reconcile, categorize, and produce your financial statements. You receive a clean report by the 10th of each month.
Year-End & Tax Ready
At year-end, your books are finalized and packaged for your T2 corporate return or T1 self-employed filing — zero delays.
Why Vertex Financial
What Sets Our Bookkeeping Apart
Not all bookkeeping services are created equal. Here's why Toronto businesses choose Vertex Financial.
CPA-Reviewed Records
Your books aren't just entered by a bookkeeper — they're reviewed by a licensed CPA. That means accuracy you can stand behind at tax time.
CRA Audit-Ready
We maintain records that meet CRA documentation standards. If you're ever reviewed, your books will hold up without scrambling.
Flat Monthly Pricing
No hourly surprises. Know exactly what you're paying each month. Packages scale with your transaction volume as your business grows.
Toronto-Based & Responsive
We're local. We understand Ontario tax rules, HST compliance, and the realities of running a business in the GTA. You'll always reach a real person.
Software Agnostic
Already on QuickBooks, Wave, or Xero? We work with your existing setup. Need to switch? We'll migrate you seamlessly at no extra cost.
Full Tax Integration
When tax season hits, there's no handoff friction. Your books flow directly into your T2 or T1 filing — saving time and eliminating errors.
Common Questions About Bookkeeping
Ready for Clean Books & Peace of Mind?
Book a free 20-minute consultation. We'll review your current setup and give you a clear plan — no pressure, no obligation.