Simply for Your Books

So my office is finished. Just in time too!!! Not painting it until the spring but accepting new clients for bookkeeping, tax prep and year end. I also complete year round taxes. Appointments, drop off and walk ins when my "in office" sign is out. Keeping it local.

ITs time and your worst fears are looming over you. Let me help take the Anxiety from your taxes.

Simply for Your Books Full cycle bookkeeping Services as well as Personal and Corporate tax preparation.

Simply for Your Books offers affordable bookkeeping and associated office support services either ongoing or by contract at need. In addition, I organize and maintain financial records for month, fiscal or year-end. I help design a method of office organization to help you maintain a better idea of what your business is accomplishing. In today’s financial environment it is mandatory to rapidly identify areas within your business which are in excess of expected costs. This allows you to address issues before they can cripple your business. I assist with keeping a detailed monthly record of costs and expenses and am able to help you find ways to trim down overages with creative options.
In addition, I council start-up assistance for small businesses and provide training to become independent.
- Accounts Receivable & Payable
o Entering expenses and receivables into a software approved by you.
o Ensuring payables are kept up to date so as to not impact your business credibility
o Notifying customers when their payments are in arrears
o Providing customer statements and receipts for payments
- Sorting and filing
o Organizing either alpha, numeric or a combination file system
o Sorting through current paperwork and storing according to fiscal statements
o Reducing duplicates statements and providing a digital copy of year end information in case of Audit
- Reception and administration
o Assisting with covering front end responsibilities such as telephone, greetings, correspondence and setting appointments.
- Synoptic Summaries
o Fiscal Year end summation provided to your accountant for tax purposes.
- Working with your existing Accountant to suit their requirements
o Communicating with your existing accountant (or newly hired) in order to ensure your records are kept in the fashion the accountant prefers. This involves consulting in detail with your accountant in order to lessen the required hours for year end.

I have over 20 years of customer service and front-end office experience in varied industries as well as my certificate for Bookkeeping for Small Businesses from The University of Fraser Valley. I have over one year of existing Bookkeeping experience under two separate accountants.

Simply for Your Books Full cycle bookkeeping Services as well as Personal and Corporate tax preparation.