Bookkeeping services

Is it time to delegate? If so, our MONTHLY BOOKKEEPING SERVICE is your starting point, it is the step that will change everything! If you choose to add Tabworks to your team, you can expect to receive collaboration and communication each month as your involvement is still key to the success of your business’ financial accountability.

What you provide to your Tabworks team each month:

• Business bank and credit statements
• Records of all income earned and payments that have been received
• Receipts and supporting documentation for all expenses incurred
• Deposit records for your business bank accounts
• Banking integration to your QBO file
• Updates when organizational changes occur in your banking, business structure, fiscal responsibilities, or income and expense tracking.

What you will receive from us monthly:

• Reconciliation of your business bank and credit statements
• Reconciliation of your accounts receivable and accounts payable
• Monthly management report package that includes Profit and Loss statements as well as a Cash Flow report
• HST is tracked appropriately in each transaction that we post and file
• Build a digital year-end package for your accounting firm, containing relevant and important documentation that is received each month in the year
• Review, troubleshoot & support you through regular communication about your bookkeeping.

Monthly Bookkeeping Packages

We invite you to browse through our monthly bookkeeping package levels to see which one best suits your needs. As your business grows, you have the flexibility to add on services or upgrade your package from one level to the next.

LEVEL 3

$400+ /month

• All of the services from Levels 1 & 2 plus:
• Class tracking
• Multiple locations
• Specialized Reports
• Reconcile 225+ transactions and 4+ bank accounts (Bank & Credit Card) per month
• Monthly HST filing
• Weekly Bookkeeping