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Bookkeeping Services

Running a small business comes with enough challenges — bookkeeping shouldn't be one of them. At Exaltax, we specialize in keeping your finances organized and stress-free. We manage everything from day-to-day transaction tracking and payroll processing to GST/HST filings and financial reporting. If you've fallen behind, we can help clean up your records and create a clear financial picture for the future. Let us take the burden off your shoulders with bookkeeping services designed to work for you.

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Precision You Can Count On

Monthly Bookkeeping Maintenance

We offer fixed monthly pricing tailored to your business's needs, ensuring efficiency and accuracy. Your estimate is based on the number of transactions and the specific services required, providing a clear and predictable solution for managing your finances.

Consists Of

  • Transaction Processing
  • Financial Reporting
  • GST/HST Tax Compliance
  • End of Year Filing Preparation
  • Payroll Processing
  • Bank Reconciliation
  • Ongoing Support
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from setup to success

Bookkeeping Implementation & Training

We'll set up an efficient bookkeeping system using online tools such as QuickBooks Online or Xero with training to keep your records accurate and up to date with ease.

Consists Of

  • Setup & Customization
  • Day to Day Operations Training
  • Tax Filing & Reporting
  • Payroll Setup & Management
  • Automation & Integration
  • Ongoing Support
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Messy to Managed

Bookkeeping Cleanup and Organization

Whether your books are outdated or disorganized, we can help. Our cleanup process starts with a full review of your financial records to determine what's needed. From there, we'll provide an estimate and work to restore clarity and accuracy, charged at an hourly rate.

Consists Of

  • Initial Assessment & Review
  • Data Cleanup & Reconciliation
  • Chart of Accounts Cleanup
  • Transaction Categorization
  • Review Invoices & Bills
  • Payroll & Tax Filing Cleanup
  • Ongoing Support
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FAQ

Still have more questions? Contact us for more information!

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What bookkeeping software do you use and recommend?

QuickBooks Online is our go-to solution for bookkeeping because it's accessible, robust, and easy for clients to use. We have experience with Xero as well, but we find that Quickbooks Online often provides the most efficient workflow.

I've fallen behind on my books. Can you help me catch up?

Absolutely. Whether you're a few months or a few years behind, we have a proven system for catching up on overdue books. We'll review your records, categorize your transactions, and ensure everything is accurate and up to date. Timeframes can vary widely based on the complexity and scope of the business. We try and provide as accurate an estimate as possible.

How will you ensure the security and confidentiality of my financial data?

Your privacy is our priority. Since we handle everything in-house, we maintain control over the entire process. All platforms we use are trusted, password-protected, and fully encrypted. We also value our clients privacy and will not share or divulge any information with outside parties.

Can you work with my existing accounting software if I'm not using QuickBooks or Xero?

We're happy to explore your current setup to see if we can assist. However, our primary platforms are QuickBooks Online and Xero because they allow us to offer the most efficient service.

If I’m a brand-new business, can you help me set up my books from scratch?

Yes, we specialize in helping new businesses get started. We’ll set up and customize QuickBooks Online or Xero, integrate bank feeds, and train you on daily tasks like invoicing and expense tracking. You’ll have a complete financial setup from day one.

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Exaltax offers more than just tax preparation. Our goal is to simplify financial processes for individuals and businesses, delivering peace of mind through expert, customized services.

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