Service-area business based in Brampton • Serving clients across Canada and the USA

U.S. Bookkeeping Services

Consistent bookkeeping for U.S. individuals and businesses, with practical financial reports and client dashboard access.

Book a free 15-minute consultation Send an enquiry

What may be included

Service details

  • Transaction categorization and general-ledger maintenance
  • Bank and credit-card reconciliations
  • Receivables and payables recording
  • Catch-up and cleanup bookkeeping
  • Monthly or quarterly financial reports
  • Year-end records for tax preparation
  • Client dashboard access with an agreed scope and update frequency

Preparing for the engagement

Records normally requested

  • Bank and credit-card statements
  • Sales invoices and expense records
  • Loan statements and payroll reports
  • Existing bookkeeping records or software access

Document safety: Do not send sensitive records through the public enquiry form. Document-delivery instructions will be discussed after the scope is confirmed.

Questions about this service

Frequently asked questions

How is the scope confirmed?

We review your service needs, records and deadlines during consultation, then agree the work and fees before proceeding.

How should I share confidential records?

Document-delivery instructions are provided after the engagement scope is confirmed. Do not submit tax identifiers, returns, passwords or documents through the public enquiry form.

Next step

Discuss your needs before sending records

Use the consultation form to describe the service, deadline and current status using general information only.

Book a free consultation