Get in touch
Two reasons to be on this page: you want a quote for monthly bookkeeping, or you've found something on this site that's wrong. Both are welcome.
Email: [email protected]
Phone: (403) 889-5397
Quotes normally come back within one business day.
Getting a quote
A useful quote needs real numbers, not a description. Anyone who gives you a monthly price without asking the questions below is guessing, and the guess gets revised later. Answer them and you get a fixed monthly figure instead of a range.
If the honest answer turns out to be that you don't need to hire anyone yet, you'll get that answer. The page on when it's actually time to hire a bookkeeper covers the situations where doing it yourself is the right call.
If you're behind on your books
Say how many months or years, and whether the source documents still exist — bank statements, receipts, invoices. Those two facts drive almost the entire cost of catch-up work, and neither one is a reason to be embarrassed. It is the most common reason anyone gets in touch.
If CRA has already contacted you about the period in question, mention that too, because it changes what options are open. The page on being behind on your books explains why, including how the Voluntary Disclosures Program works and why that particular decision belongs with an accountant or a tax lawyer rather than a bookkeeper.
Corrections to this site
If a figure here is out of date, a rule has changed, or a page is missing a caveat that would change the answer for someone, please say so — ideally with the canada.ca page that shows it. Corrections get made and the verification stamp in the footer gets updated.
Tax figures move constantly. The prescribed interest rate is reset every quarter — CRA publishes each one on its prescribed interest rates index. CPP, CPP2 and EI maximums change every January. CRA rewrites its own pages without notice. A site that publishes numbers takes on an obligation to keep up with all of that, and readers catching things is part of how that works.
What this inbox can't do
It can't give you tax advice, tell you whether a specific expense is deductible in your situation, or answer a question that really needs an accountant looking at your full picture. Those answers depend on details a one-line email doesn't contain, and a confident reply to an incomplete question is worse than no reply.
It also can't recommend a specific accountant, bookkeeper or software vendor to someone we haven't worked with.
Before you send financial documents to anyone
This applies to any bookkeeper you contact, not only this one. Don't email bank statements, payroll records or CRA correspondence to a practice you haven't yet vetted and agreed terms with. Start with the volume questions above — none of the answers are sensitive — and share documents once there's an engagement and a secure way to send them.
The same goes for account access. Nobody needs your online banking password to do your books, and nobody should ask for it. The page on vetting a bookkeeper covers what access is normal, what CRA representative authorisation actually grants, and what to do about it if you part ways later.
Send the eight answers, get a real number
The list above takes about five minutes to put together and it's the difference between a fixed monthly price you can budget against and a range that moves after the first month. Send it through and you'll have a quote back within a business day.
Questions people actually ask
How quickly can you take on a new client?
It depends mostly on where you are in your fiscal year and whether the books are current. Picking up a set of books that's reconciled to last month is quick. Picking up one that's eighteen months behind is a project with its own timeline, and it usually needs to be scheduled rather than squeezed in.
The one thing worth flagging early is a deadline you're already close to. If a GST/HST return or a payroll remittance is due in the next couple of weeks, say so in your first message so it can be dealt with rather than discovered.
Do you charge for a quote or an initial conversation?
No. Working out whether the arrangement makes sense for both sides is not billable work, and a practice that charges to tell you its price is telling you something about how it will handle everything else.
What that conversation can't be is free bookkeeping advice about a specific transaction. The line is roughly: questions about scope, price and how the work runs are free; anything that amounts to doing the work is the work.
What happens to my records if I stop working with you?
You get them, in a usable format, without a fight. Your books are your records — CRA holds you responsible for them regardless of who maintains them, so you have to be able to take them with you.
The thing to settle at the start, with anyone, is whose software subscription the file lives on. If your books sit inside a bookkeeper's own account, ask before you sign what the export looks like and what it costs. That question is on the vetting checklist for a reason.
Can you talk to my accountant directly?
Yes, and it usually saves everyone money. Most of the friction at year-end comes from an accountant asking for something a bookkeeper can produce in ten minutes and waiting a week for the owner to relay the request.
The page covering what your accountant needs from you at year-end lists what that package normally contains, so you can check whether what's being handed over is complete before anyone starts billing hourly to chase the gaps.