We get it. Let us take over the number crunching while you concentrate on chasing dreams and growing your business. Say goodbye to financial headaches and hello to peace of mind. 

Facing a calculator mutiny and losing a game of hide-and-seek with your receipts? 

Whether you’re a trailblazing startup, an ambitious growing company, or an industry titan, our range of comprehensive services has got you covered. No more settling for generic services that leave you feeling like just another client in the crowd.

our services

01

Bookkeeping Excellence

Wave goodbye to financial disarray and say hello to seamless organization! Our expert bookkeepers are here to make your life easier. We'll track every transaction, reconcile your accounts, and create financial statements that are not just informative, but also a delight to look at. 

Sleep soundly knowing your books are not just accurate and current, but also fully compliant. 

Yes, please!

02

Payroll Precision

Leave the payroll complexities to us! Our seasoned pros are here to manage it all - calculating wages and deductions, remitting source deductions to the CRA, processing direct deposits to processing T4s and ROEs (Record of Employment).  

Our sharp eye for detail means your staff gets paid correctly and punctually. Meanwhile, you get to pour your energy into expanding your business. 

You read my mind

03

Tax Mastery

Feeling overwhelmed by the maze of tax rules? GST, HST, PST, EHT, WSIB – we've got it all covered. Let us steer the tax ship. We’re committed to managing your tax remittances smoothly and staying on top of the latest regulations. 

From working out your tax dues to preparing and filing returns, we’re here to make sure your business stays in the CRA and Ministry of Finance’s good books. 

i need this

Our Process

  • Initial Consultation
    After an online questionnaire to see if we’re a good fit, we'll start with a one-on-one consultation to understand your specific business needs, challenges, and goals. This is where we get to know each other and set the foundation for a successful partnership.

    Diagnostic Ledger Review and Customized Plan Development
    Through this in-depth analysis of your financial ledger, we can uncover any discrepancies, irregularities, or potential issues that gives us a comprehensive understanding of your current financial landscape. Based on this and our consultation, we create a personalized plan tailored to your business's unique requirements. This plan outlines our proposed services, tools, and strategies to optimize your financial processes.

    Onboarding Process
    Once you're ready to move forward, we'll guide you through a streamlined onboarding process. This includes gathering necessary financial documents, understanding your current accounting systems, and setting up secure channels for communication and data exchange.

  • System Setup and Configuration
    If you're not already set up with QuickBooks Online, we'll handle the setup and tailor it specifically for your business. For those already using QuickBooks Online, we'll review and optimize your current setup. This step ensures your bookkeeping system is perfectly aligned with your business operations.

    Data Migration and Reconciliation
    We'll carefully migrate existing financial data to your new or optimized system, ensuring accuracy and continuity. All accounts will be thoroughly reconciled to make sure your financial records are up-to-date and correctly maintained.

    Training and Support
    We provide comprehensive training and resources to ensure you're comfortable with the new systems and processes. Our team remains available for support to address any questions or adjustments needed.

  • Regular Data Updates
    We encourage our clients to send over any new financial documents as they become available, ensuring real-time accuracy.

    Account Reconciliation
    Trust but verify. We'll consistently reconcile your accounts, confirming bank balances against accounting records, and promptly address any discrepancies.

    Financial Reporting
    Every month or quarter (as preferred), we'll provide you with comprehensive (and snazzy!) financial reports, granting you a clear picture of your business' financial health.

    Adaptive Strategies and Support
    As your business grows and evolves, so do our services. We adapt our strategies to meet changing needs, offering advice and support for financial decisions and future planning.

What our clients are saying

What our clients are saying

  • Amazing experience working with Ana. Her company makes it really easy to submit expenses, run payroll and file HST and source deductions, freeing up my time to focus on other areas of my business!

    Denise Lebar, Owner, My Wise Space

  • Ana at Tidy Books has blown me away! She has helped me take my business to a whole new level - allowing me to focus on things that I had been neglecting for years. She is kind, honest, and EXTREMELY attentive. I could not recommend her services more. 5 STAR PLUS.

    Justin Grimaldi, Owner, Newson's Bike & Skate Exchange

  • Ana is such a pleasure to work with! She pays close attention to detail and is very dedicated to her clients, processes and results. Highly recommend Tidy Books for all your bookkeeping needs.

    Liat Horovitz, Founder, Liat Horovitz Coaching

  • Ana at tidy books helped me set up payroll for my small business. She was responsive, professional, and let me ask a million questions - I highly recommend her services.

    Alyssa McLeod

  • I highly recommend Tidy Books. Ana took over from a previous bookkeeper who just wasn't cutting it. She's prompt, detailed and a great communicator -- basically everything you want in a bookkeeper!

    Steve Toth, Founder, SEO That Ranks and SEO Notebook

  • Hiring Ana as my bookkeeper was the best business decision I had made since opening. It's such peace of mind knowing that Ana is taking care of my books, HST filing and getting me prepped for tax season each year. I would HIGHLY recommend Tidy Books Bookkeeping to any small business owner. It's worth every penny and you won't be disappointed in her level of service

    Emily Jones, Founder, Eralume

  • As a CPA specializing in corporate tax returns, having a reliable bookkeeper is essential, and Ana has proven to be an invaluable asset time and again. Ana is, without a doubt, the go-to bookkeeper I trust and wholeheartedly recommend to anyone seeking a reliable, detail-oriented professional. Thank you, Ana, for your exceptional work ethic and consistently raising the bar in the world of bookkeeping!

    Jennifer Kapedani, Founder, Jennifer Kapedani, CPA

  • I would highly recommend their services, I was saved from my own terrible bookkeeping abilities and probably a lot of future stress at tax time.

    Melissa Weiler, Founder, Elevated Design

  • Amazing experience working with Ana. Her company makes it really easy to submit expenses, run payroll and file HST and source deductions, freeing up my time to focus on other areas of my business!

    Denise Lebar, Owner, My Wise Space

  • Ana at Tidy Books has blown me away! She has helped me take my business to a whole new level - allowing me to focus on things that I had been neglecting for years. She is kind, honest, and EXTREMELY attentive. I could not recommend her services more. 5 STAR PLUS.

    Justin Grimaldi, Owner, Newson's Bike & Skate Exchange

  • Ana is such a pleasure to work with! She pays close attention to detail and is very dedicated to her clients, processes and results. Highly recommend Tidy Books for all your bookkeeping needs.

    Liat Horovitz, Founder, Liat Horovitz Coaching

  • Ana at tidy books helped me set up payroll for my small business. She was responsive, professional, and let me ask a million questions - I highly recommend her services.

    Alyssa McLeod

  • I highly recommend Tidy Books. Ana took over from a previous bookkeeper who just wasn't cutting it. She's prompt, detailed and a great communicator -- basically everything you want in a bookkeeper!

    Steve Toth, Founder, SEO That Ranks and SEO Notebook

  • Hiring Ana as my bookkeeper was the best business decision I had made since opening. I love that she is so knowledgeable, highly experienced and very tech savvy. It's such peace of mind knowing that Ana is taking care of my books, HST filing and getting me prepped for tax season each year. I would HIGHLY recommend Tidy Books Bookkeeping to any small business owner. It's worth every penny and you won't be disappointed in her level of service

    Emily Jones, Founder, Eralume

  • Working closely with Ana for the past two years has been an absolute game-changer for my practice. As a CPA specializing in corporate tax returns, having a reliable bookkeeper is essential, and Ana has proven to be an invaluable asset time and again. I have entrusted numerous clients to Ana's capable hands, and each time, she has not only met but exceeded expectations. Ana is, without a doubt, the go-to bookkeeper I trust and wholeheartedly recommend to anyone seeking a reliable, detail-oriented professional. Her dedication to excellence is unmatched, and she truly stands out in her commitment to client satisfaction. Thank you, Ana, for your exceptional work ethic and consistently raising the bar in the world of bookkeeping!

    Jennifer Kapedani, Founder, Jennifer Kapedani, CPA

  • I would highly recommend their services, I was saved from my own terrible bookkeeping abilities and probably a lot of future stress at tax time.

    Melissa Weiler, Founder, Elevated Design

Uncertain About Your Bookkeeping Needs?

Overwhelmed, confused, or just not sure where to begin? We’re here to guide you. Reach out, and we’ll help you understand which bookkeeping services are right for you.

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