Frequently asked questions

100%. We handle months-or years-of backlogs.

 02 

Can I cancel anytime?

You sure can. Just give us notice.

 03 

Do you work on a cash or accrual basis?

Cash basis by default, but we can do accrual if needed.

 04 

Can I get help even if you didn't do my books?

Yep we’ll review them first to make sure they’re solid.

 05 

Do you support all business types?

Most Canadian businesses, yet to find one we wont work with.

 06 

How do I request them?

Message your Bean Counter and we’ll handle the rest.

 07 

When will my books be ready each month?

Typically by the second or third week of the following month.

 08 

What types of industries do you serve?

Most of ’em! We specialize in bookkeeping for service providers, contractors, real estate pros, creatives, e-commerce shops and many more.

 09 

Can I change my plan later?

Absolutely. We grow with you.

 10 

How far back can you go?

As far back as you’ve got documents for.

 11 

What is CPA Firm Support?

White-label bookkeeping, seasonal help, audit prep. We back up CPAs with bean-counting power.

 12 

What add-ons do you offer?

Financial reporting, cohort analysis, AR/AP, M&A prep and more.

 13 

How do I get started?

Super easy. Choose your plan, sign the agreement, and we’ll take it from there.

 14 

If I subscribe to an annual plan, is my price locked in?

If your business grows quickly, we’ll adjust your plan fairly-but always with a heads-up.

 15 

How long does a catch-up take?

Usually 3-4 weeks for a year of mid-sized business books. 

 16 

How are add-ons different?

They go beyond standard bookkeeping-deeper insights, flexible scope. 

 17 

Why does accurate bookkeeping matter?

Because clean books = better decisions (and less CRA issues). It’s your financial GPS. 

 18 

What do you charge?

Usually 20% off our standard monthly rate per catch-up month (with ongoing plan) this is very dependent of the complexity of the catchup. 

 19 

Are there onboarding or sign-up fees?

Nope! Clean books and clean starts. 

 20 

What if I don't file taxes?

Penalties, interest, stress-you don’t want that. We help keep you compliant. 

 21 

What documents do you need?

Bank statements, credit cards, receipts, invoices, payroll-whatever tells your financial story. 

 22 

What types of services do you provide?

We help small businesses stay on top of their books-without the spreadsheets-induced stress. From monthly transaction categorization and account reconciliation to clean, easy-to-read financial reports, we’ve got you. We also do catch-up bookkeeping and tax-season support. We serve businesses nationwide, including Medicine Hat bookkeeping services.

 23 

What software do you use?

We predominantly use QuickBooks Online. If you’re using something else, we’ll help switch you over or work with whatever software you have. 

 24 

Do you help with taxes?

We prep and provide everything your tax preparer needs. 

 25 

Are your services tax-deductible?

Yep! Professional bookkeeping fees are 100% tax deductible. 

 26 

What happens after?

You roll into a monthly plan and stay tidy.

 27 

Can it be customized?

Definitely. We tailor support to your firm’s needs. 

 28 

Are add-ons customizable?

100%. We tailor to your business needs. 

 29 

How do I get started?

Fill out our form and book a discovery call. 

 30 

Will my data be kept confidential?

Absolutely. Your financial info is safe as can be. We don’t share a thing without your say-so. 

 31 

What's the cost?

This is case dependant and relies heavily on complexity and scope of work. We would love to answer and quick questions over email or simply hop on a call to discuss how we could help your firm

 32 

How does your pricing work?

Our pricing is based on your transaction volume, business complexity, and any extras you might need.

 33 

Our books are behind. Can you help?

Ghost bookkeeping, flex staffing, audit support, ongoing partnerships.

 34 

Will I be charged for questions or consultations?

Nope. Ask away-your Bean Counter is here to help.