Questions, answered.

Bookkeeping, payroll, and back-office support for small businesses and solopreneurs across Canada. Clean books, management reports and a monthly summary of what's working and what needs attention.

Professionals and service providers, creators and digital earners, health and wellness practices, and founder-led companies of all kinds. If you're running a small business in Canada, chances are we're a good fit.

Not at all. Bookkeeping is the foundation, but we go further: payroll, AP/AR, government filings, and the back-office admin around your team. One contact who handles it all, not a different person for every task.

Yes. If you just need a one-time clean-up, a specific project or help getting through a busy season, we can do that too.

A bookkeeper keeps your financial records current and organized month to month. An accountant typically handles tax filing, financial statements and higher-level advisory work. We handle the ongoing bookkeeping and work directly with your accountant at year-end so both sides of that relationship are covered.

Your accountant works with your numbers at year-end. We keep those numbers clean, current and organized every month so when your accountant needs them they're ready. Most accountants prefer working with clients who have proper monthly bookkeeping in place. It saves time and usually reduces your accounting bill.

After the fit quiz and discussion, we put together a fixed monthly quote based on your business needs, work volume and the services needed. No hourly billing, no surprises.

Start with the fit quiz. It takes a few minutes and helps us understand your situation before we speak, so we can quickly determine whether we're a good fit for each other.

No. We're based in North Vancouver but work with small businesses across Canada. Everything runs remotely through video calls, shared documents and cloud-based tools. Being local is never a requirement.

The earlier you start, the less you have to fix later. Getting the basics right from day one — separating business and personal, tracking income and expenses, understanding your GST/HST obligations — saves significant time and money down the road. We work with businesses at every stage, including brand new ones.

Not necessarily. Simple finances still benefit from being done correctly. Clean books, proper expense tracking, and knowing your GST/HST position cost far less than fixing a year of errors later. Plan A starts at $300 a month and is built for exactly this kind of situation.

Founders First offers six free months of bookkeeping and admin support to five select Canadian businesses building something new. It's designed for early-stage founders who need professional financial support but aren't yet generating consistent revenue. Applications are reviewed on a rolling basis. Read the full program details to see if you qualify.

At the start of each month you share your bank statements, receipts and any relevant documents through a secure shared folder. We reconcile everything, categorize transactions, and deliver clean financial reports before the end of the month. If anything looks off or needs your input, we'll flag it directly. No chasing, no confusion about where things stand.

We work with QuickBooks Online, Xero, Wave, FreshBooks, Sage and most other bookkeeping platforms. If you're already on something, we'll work with it. If you're not on anything yet, we'll recommend what makes the most sense for your situation. We're comfortable with most tools and will figure out anything we haven't seen before.

Yes. Whether you're a few months behind or starting from a complete mess, catch-up bookkeeping is something we do regularly. We'll assess what's there, get everything organized and bring the books current before moving to ongoing support.

That's one of the most common situations we work with. We'll assess what's there, get everything organized and set up a clean system going forward. You don't need to have it together before reaching out.

Yes. For businesses that want to keep the owner removed from sensitive employment situations, we can serve as an administrative contact point for former employees, reference requests and employment record inquiries. It keeps things professional and documented on both sides. We are not a substitute for an HR consultant or employment lawyer, and we route any sensitive employment situation back to the business owner or to a qualified professional.

No long-term contracts. If you need to pause or stop, give us notice and we wrap up cleanly. We'll make sure your books are current and organized before we hand everything over to you.

Final-Month Refund. This is an exit-only refund, not a complaint mechanism mid-engagement. If you choose to end your engagement with FRS and you are not satisfied with the most recent month of work, tell us in writing as part of ending the engagement and we will refund that month's fee. The refund covers FRS service fees only, for the most recent monthly invoice. Prior months that have already been delivered, third-party costs (software subscriptions, government filing fees, payment processor fees), and any work performed under the Founders First Program at no cost are not refundable. Refunds are processed within fourteen business days of confirmed termination.

Because we're confident in the work, and if someone is leaving dissatisfied we want to know what went wrong. The policy is intentionally client-friendly: if you're ending your engagement because the most recent month did not meet expectations, we would rather hear that clearly and refund the month than have you leave quietly out of politeness.

It also gives clients permission to be direct. Canadian business culture can be very polite, and polite silence does not help us improve. This refund applies to clients who are leaving the service dissatisfied. It is not a general mid-engagement discount, and it does not cover third-party costs or prior months that have already been delivered.

We do not file T1 or T2 income tax returns, but we keep your books clean and current year-round so there's no scramble when it's time. Your accountant gets organized, reconciled books and we'll work directly with them through the handoff.

Yes. We calculate what's owing, prepare the remittance and make sure filings go in on time. Missed or incorrect GST/HST filings attract CRA penalties quickly, so staying on top of this is part of what we do every month.

Once your worldwide taxable revenues exceed $30,000 in a single calendar quarter or over four consecutive quarters, you're required to register for GST/HST. If you're approaching that threshold, we'll flag it so you're not caught off guard. Getting this wrong has real consequences, so it's worth knowing early.

We can help you identify and categorize business expenses correctly throughout the year. Equipment, software, home office, travel, subscriptions and other legitimate business costs all need to be tracked properly. We don't file your taxes, but your accountant will have organized records to maximize what you can claim.

That's something we handle regularly. Whether income comes from several platforms, currencies or payment methods, we pull it all together into one clear picture so you always know what you're actually earning and where it's coming from.

Yes. High transaction volumes, tip income, subscription payments and cash-heavy operations are all manageable. The key is having a consistent process for capturing and categorizing everything. We'll set that up with you at the start.

Yes. Whether you're billing insurance directly, collecting through Jane App, running a spa with mixed service and retail revenue, or taking a combination of e-transfers and card payments, we handle the reconciliation and make sure everything is categorized correctly.

Yes. Split-fee models, room rentals, associate pay structures and contractor arrangements are all something we set up and manage properly. These get messy fast without a clear system and we make sure the numbers reflect what was actually agreed.

Yes. Retainer income, milestone billing, hourly engagements and project-based revenue all need to be recognized correctly. We structure your books to reflect how you actually bill so your financials are accurate and meaningful.

If your industry requires a regulated trust account (legal, real estate, notary), we record the bookkeeping side under your firm's regulatory rules. Trust account compliance and reconciliation sign-off remain with the licensed practitioner.

Yes. If your work involves sensitive client information or you operate in a regulated industry and need a formal confidentiality agreement in place before sharing financial records, we're comfortable with that.

Your client records stay with you. We only ever see financial information relevant to running your business, nothing clinical or personal about the people you work with. We handle everything under BC privacy law and are comfortable signing confidentiality agreements if your regulatory body requires it.

Client financial information is used only to deliver your services and meet recordkeeping requirements. We work with a small set of trusted, reputable tools, and your financial data is never sold, shared or used outside your engagement with us except where required to provide services or comply with law. We also use Microsoft Clarity and Google Analytics for website analytics, as described in our Privacy Policy. We don't discuss, share or disclose who our clients are, what they do or what they earn — that includes your identity. Full details in our Privacy Policy.