Is your bookkeeping service suitable for my business size?
Tax Wallet’ bookkeeping service is designed to cater to small and medium-sized businesses, ranging from early-stage business with a handful of employees to a growing company with more complex financial needs. We tailor our services to fit your company’s specific requirements, whether you’re just starting out or are an established business.
Does it matter where my business is located, or what industry I’m in?
No, Tax Wallet Canada works with businesses across Canada, providing high-touch, customized services regardless of location or industry. While we serve a wide range of industries, we also offer specialized services for sectors like healthcare, manufacturing, professional services, online retailers, and real estate/property management.
Will I need to change my current bookkeeping software?
In most cases, you won’t need to change your current software. Tax Wallet is experienced in using a variety of systems and can seamlessly work within your current setup. However, if your software isn’t optimal for your needs, we can recommend better options and assist in transitioning.
What does my bookkeeper do?
Your bookkeeper at Tax Wallet handles the daily recording of financial transactions, expense tracking, account reconciliation, managing accounts payable and receivable, and preparing reports. They ensure your financial records are accurate, up-to-date, and compliant with industry standards.
Can you customize your services to fit my business’s specific needs?
Absolutely. Tax Wallet specializes in tailoring our services to meet your business’s unique requirements. Whether you need assistance with certain financial processes or a full-service bookkeeping solution, we’ll customize our offerings to align with your specific requirements.
Do you offer catch-up bookkeeping services for past periods?
Yes, Tax Wallet offers comprehensive catch-up bookkeeping services to bring your financial records up to date, ensuring compliance and accuracy for past periods. Whether you’re behind a few months or need significant cleanup, we can help you get back on track. Our catch-up services are especially beneficial ahead of key events such as tax preparation, securing bank financing, or conducting quality of earnings (Q of E) assessments. We also support pro-forma preparation, giving you the financial clarity needed for important business decisions and events.
How often will you update my books?
Your books will be updated regularly on a monthly, quarterly, or annual basis, depending on your business’s activity and needs. We ensure timely, consistent, and accurate updates, providing you with a clear financial picture of your businesses health and needs.
How much do your bookkeeping services cost?
Pricing for our bookkeeping services is customized based on your business’s size, complexity, and specific needs. Contact us for a personalized quote that aligns with the scope of services you require.
How do I get started with your bookkeeping services?
Getting started is easy. Reach out to us through our website and we’ll schedule an initial consultation to understand your business needs. From there, we’ll create a custom plan and begin onboarding you to our services.
About Us
We are businessmen by trade and explorers by heart, so we understand the challenges of running a small business while also leading a great life outside of work. We wish to make the same thing easier for you. We provide day-to-day financial planning, targeted coaching, and consulting services to help you better understand your company’s financial needs and plan to achieve your long-term objectives.
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