Experts in your corner.
Up-to-date books and financials delivered monthly.
Small-Books helps small business owners like you save time and money doing your bookkeeping and taxes.
With online bookkeeping and real human support, it’s the expert financial solution your small business deserves.
What you get with Small-Books
Accurate financials. Total peace of mind.
We’re here to take the guesswork out of running your small business—for good.
By pairing entrepreneurs with a dedicated bookkeeper, we help to reduce errors (read: headaches) and give you more time to
focus on your business rather than your bookkeeping!
Powerful insights and financial reporting
See how your business is doing in past months and in real-time, so you can master your spending and make smarter decisions with your money.
Tax season, minus the stress
Tax-ready financials come standard with all our monthly plans. Need help filing? We do it for you with our “Scale” plan. One less deadline for you to worry about!
One-on-one expert support
You’ll receive unlimited support from your dedicated bookkeeper, allowing you to take the guesswork out of running your business.
Expert Bookkeeping
Monthly bookkeeping and unlimited expert support
Consistent Check-ins
We’ll reach out regularly with bookkeeping and financial updates. Whether it’s tax season or a monthly check-in, we’re here to give you the latest insights into your business.
Expert reviewed books come standard
Once your bookkeeper wraps up your books, they get quality controlled and reviewed by an account lead. With two sets of expert eyes on your books, we can guarantee accuracy!
Room to grow with additional support
A growing business’s needs are always changing. Your Small-Books plan can adapt to accommodate your business in all it’s phases - from just starting-up to streamlined. That’s why we offer add-on services as needed, such as payroll, so you’ll only be charged for what you need, and never what you don’t!
Financial Reporting
Essential business insights delivered to your inbox
Crystal clear financial statements and reports
See what your money is up to and get financial insights on your own timeline. Whether it’s an income statement, balance sheet, or real-time snapshot of your financials, our visual reports will provide the data you need to grow your business.
Monthly updates sent straight to your email
Forget about spending hours learning new software. We will send you all the financial data you need straight to your email each month!
Tax Preparation
Ditch the tax filing stress
Say goodbye to tax season stress
Ready to pass tax filing duties off to someone else? Every Small-Books plan includes your sales tax (GST/HST) filing. And our “Scale” plan covers your income tax filing as well. With all your tax filing needs covered in-house, we can guarantee you a streamlined tax season!
Year-round tax support
Tax time stress isn’t limited to tax season. Let us keep track of all your tax deadlines, prepare and file your returns, and ensure you are well informed every step of the way. Just think of us as your outsourced accounting department!
We partner with the best in small business
Frequently Asked Questions
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Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant. Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.
You can also book a call with your bookkeeper (or send them a message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.
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Each customer’s main point of contact is a dedicated, Small-Books Certified Small Business Bookkeeper (CSBB). They will get to know your business inside and out and ensure all your bookkeeping questions are answered in full.
Small business bookkeeping is a specific and very important practice, so we ensure that our bookkeepers have the most up-to-date knowledge and qualifications to do the job right. They must complete our proprietary Small-Books CSBB course and successfully achieve the certification in order to work with clients. This allows us to ensure every touch point of our client’s books are up to the Small-Books highest standard of service.
And, as always, every customer’s books undergo quality reviews to ensure we’re meeting our commitment of providing accurate and compliant books. All parties and practices that support Small-Books also adhere to our strict data security protocols.
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When we get you set-up for bookkeeping, we will have you login to your business bank account from your accounting software. By linking your bank account, it will allow us to securely download your banking transactions and bank statements (without the need for you to share any sensitive login information!). This feature saves you the time and effort of manually uploading bank statements each month.
We can even connect with your credit card, Stripe, Square, Shopify, and PayPal accounts!
We also support clients that use other merchant processors. We’ll work with you to connect accounts and pull the data we need to reconcile your books.
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This is one of our favorite parts!
Small-Books is a cloud-based bookkeeping solution, meaning we can help you go paperless. It’s better for the planet - and your peace of mind. Less “doom piles” of receipts, and everything you need in case of an audit will be perfectly organized on the cloud.
Any receipts and documentation can be easily and securely scanned right into your accounting software. Just snap a picture on your phone or forward a digital receipt from your email, and we will take care of the rest!
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Yep! No matter how far behind you are (yes, even years behind), we can get you caught up quickly and help keep your books up-to-date moving forward!
Need more than two years of historical bookkeeping? Our Small-Books Retro team can work with you to get caught up for dissolving your business, filing for bankruptcy, or creating an CRA payment plan.
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There’s no catch! Part of what makes Small-Books unique is that we blend together the human touch with modern technology. Our team is also supported by machine learning technology, which allows us to automatically process large amounts of financial data instantly, plus teams of external data processors that help us process financial data and close your books faster and accurately. That leaves us more time to attend personally to the questions and needs of our clients. So you get the big business service, at small business pricing!