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Bookkeeping

With our bookkeeping services, you can have it all

Our Cloud Accounting Services are designed to be your “one-stop shop” for accounting and taxes. Here’s what’s included:

Recurring Cloud Services

We primarily use QuickBooks Online (QBO) to manage your finances, offering a cost-effective alternative to hiring an in-house bookkeeper and providing clear insight in real-time – all the time.

Leading-edge Apps

We leverage cutting-edge apps like Dext to automate processes, making your financial management more efficient.

Value Added Services

Combine bookkeeping with sales taxes, payroll, and accounts payable, ensuring your financial operations run smoothly.

Why choose Sawatsky CPAs for your bookkeeping?

We’re glad you asked.

Cost-Effective

Our Cloud Accounting Services cost less than hiring an in-house bookkeeper, providing you with significant savings.

Dedicated Team

When you partner with Sawatsky CPAs, you get a dedicated bookkeeper and CPA, ensuring that your financial matters are handled with expertise and care. No need to “do it yourself” or risk the turnover of your internal hires, we remain a constant.

Peace of Mind

We typically work with companies that have outgrown their current bookkeeper/CPA. With Sawatsky CPAs, you can rest easy, knowing that your financial records are accurate and your year-end financial statements and tax returns are done right the first time.

Getting Started

We’re looking for owner-managed businesses in Ontario that want to transition to cloud accounting or are already using a cloud accounting app. Our ideal clients embrace technology, can work virtually, and see the value of frequent contact with a dedicated bookkeeper and CPA.

Ready to simplify your bookkeeping? Getting started is easy:

Contact Us

Fill out our contact form or give us a call and we’ll provide you with a link to book a Discovery Call with one of our CPAs.

Discovery Call

During the call, we will discuss your needs so that we can provide a monthly package price based on your unique requirements.

Contact Us

What Does It Cost?

Every business is unique, so we don’t provide fixed pricing upfront. The monthly subscription fee depends on factors discussed during the discovery call, such as the composition of services, transaction volumes, frequency of services, and any one-time work necessary. We offer multiple pricing options to customize our services to your needs.

Working with Us

Working with Sawatsky CPAs is a painless experience. Here’s a brief overview of what you can expect:

  • Virtual Onboarding: The entire onboarding process is conducted virtually, making it convenient for you.
  • Flexible Workflow: Whether you’re local to Orillia or located elsewhere, we have options for you. We offer virtual services or the option to drop off physical files if you’re nearby.
  • Seamless Process: Our workflow is streamlined:
    • Discovery call
    • Proposal preparation and signing
    • Onboarding checklist
    • Introduction to your dedicated finance team
    • Virtual exchange of documentation and email communication
    • Periodic meetings (if requested)
    • Smooth hand-off for year-end financial statements and tax returns
    • Annual service review

Experience the simplicity and efficiency of our Cloud Bookkeeping Services. 

Discovery

Acceptance

Onboarding

Performing

Year-End

Growth

Rescope

Discovery

  • Tech Stack
  • Accounts and transaction volumes
  • Complexities (i.e. foreign currency)

Acceptance

  • Signed proposal at monthly recurring rate

Onboarding

  • Set up in our systems
  • App access
  • Authorizations
  • Vendor master coding list

Performing

  • Frequency (mth/qrt/semi-ann/yearly)
  • Dext upload of receipts
  • Reconciling & OCI
  • CPA calls

Year-End

  • Working papers provided to CPA
  • Compilation FS & T2 Corporate Tax Return

Growth

  • Mergers and aquisitions
  • Sale of business
  • Business expansion
  • Tax planning

Rescope

  • Annual (or as needed)
  • 60 day cancellation for ease of transition

Discovery

  • Tech Stack
  • Accounts and transaction volumes
  • Complexities (i.e. foreign currency)

Acceptance

  • Signed proposal at monthly recurring rate

Onboarding

  • Employee list, including title/function
  • Pay rates
  • Tax forms
  • Direct deposit information

Performing

  • Frequency
  • Provide hours/salary, run payroll

Year-End

  • Annual reconcilliations
  • T4 filings
  • WSIB/EHT has applicable

Growth

  • Hiring new employeers and putting them on payroll
  • Multi-provincial
  • Subcontractors

Rescope

  • Annual (or as needed)
  • 60 day cancellation for ease of transition

Discovery

  • Registration
  • Exempt/zero-rated/taxable
  • Filing frequency

Acceptance

  • Included in bookkeeping!

Onboarding

  • Registration
  • Exempt/zero-rated/taxable
  • Filing frequency

Performing

  • Frequency
  • Supporting audit working papers
  • Payment reminders

Year-End

  • Ongoing

Growth

  • Changes in filing frequency
  • New services offered by company
  • Multi-provincial

Rescope

  • Included in bookkeeping!

Discovery

  • Lacking expertise
  • Don’t have time
  • Value for money

Acceptance

  • Timing delays

Onboarding

  • Lacking expertise
  • Don’t have time
  • Value for money

Performing

  • Catch-up
  • Conversions from outdated systems

Year-End

  • Books not current
  • Working papers not provided
  • Infrequent communication

Growth

  • Bookkeeper and accountant doesnt grow with the business

Rescope

  • Disconnect between service and actual needs/wants

Take The First Step

Contact us today to schedule your no-obligation discovery call and take the first step toward stress-free financial management.

Contact Us