Bookkeeping Services in Calgary

KL Accounting & Tax Associates provides monthly, quarterly, catch-up and year-end bookkeeping support for Calgary businesses. Services can include transaction categorization, bank and credit-card reconciliations, expense tracking, accounts payable and receivable records, GST/HST information and financial reporting.

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Why Choose Us

Flexible Bookkeeping Schedule

Monthly, quarterly, catch-up or year-end bookkeeping based on the agreed scope and needs of the business.

Reconciliations and Record Review

Bank, credit-card and ledger records are reviewed and reconciled as included in the engagement.

Year-End Coordination

Bookkeeping records can be coordinated with GST, payroll, year-end accounting and corporate tax work where required.

Scope Confirmed Before Work Begins

We review transaction volume, accounts, record condition and reporting requirements before confirming the work required.

When Bookkeeping Needs Attention

Records have not been updated for several months

Bank or credit-card balances do not reconcile

Transactions remain uncategorized or unsupported

GST or payroll records are incomplete

Year-end information is not ready for accounting or tax filing

Bookkeeping Services for Calgary Businesses

Bookkeeping services are tailored to the frequency, transaction volume and reporting needs of each business.

Monthly & Quarterly Bookkeeping

Keep transactions categorized and financial records updated on an agreed schedule.

Bank & Credit Card Reconciliations

Match bookkeeping records to bank and credit-card statements.

Catch-Up & Cleanup Bookkeeping

Bring overdue or incomplete bookkeeping up to date before reporting or year-end filing.

Accounts Payable & Receivable Records

Organize information relating to customer invoices, vendor bills and outstanding balances.

Financial Reports

Periodic financial reports based on the bookkeeping records maintained during the engagement.

GST Record Coordination

Maintain GST-related transaction information as part of the bookkeeping records and coordinate the information required for GST returns.

Year-End Bookkeeping Preparation

Organize reconciled bookkeeping records and supporting information for year-end accounting and corporate tax preparation. Where appropriate, this can support compilation engagements.

How It Works

Initial Review

Review your business, current bookkeeping records and reporting requirements.

Confirm the Bookkeeping Setup

Confirm the accounts, information and bookkeeping process required for the engagement.

Regular Updates

Record and reconcile transactions according to the agreed schedule.

Review & Reporting

Prepare the applicable reports and identify outstanding bookkeeping items.

Ongoing Coordination

Coordinate bookkeeping information with GST, payroll or year-end work where included in the engagement.

Sectors We Serve

Construction & Contractors

Dental Clinics

Physiotherapy and massage clinic bookkeeping

Physiotherapy & Massage Clinics

Wellness & Spas

Liquor Stores

Bookkeeping for consultants and recruiters

Consultants & Recruiters

Food Service Businesses

Pubs & Catering Businesses

Bookkeeping Records and Reports

Depending on the agreed scope, bookkeeping records and reports may include:

Categorized Income and Expense Transactions

Reconciled bank and credit-card accounts

Maintained general ledger records

Accounts payable and receivable records

GST/HST Records and Transaction Information

Periodic financial reports

Bookkeeping Services FAQs

What is included in monthly bookkeeping services?

The agreed scope can include categorizing income and expenses, updating ledger records, bank and credit-card reconciliations and periodic financial reports. Accounts payable, receivable and GST records can also be included. The schedule and responsibilities are confirmed before work begins.

How often should a small business update its bookkeeping?

The appropriate frequency depends on transaction volume, reporting needs and filing deadlines. Monthly updates may suit an active business; quarterly support may be appropriate for a business with fewer transactions.

Can KL Accounting help with catch-up or cleanup bookkeeping?

Yes. Catch-up and cleanup support can include reviewing outstanding periods, identifying missing information and reconciling historical accounts. The work required depends on the condition and completeness of the existing records.

What records do you need to start bookkeeping?

Common records include bank and credit-card statements, sales invoices, expense receipts, vendor bills, loan information and existing bookkeeping reports. Payroll and GST information may also be needed.

Can bookkeeping include GST records?

Yes. Bookkeeping can include organizing GST-related transaction information and coordinating the records needed for periodic filings. GST/HST filing services are agreed separately where required.

Can KL Accounting work with my existing QuickBooks or accounting records?

Existing accounting records can be reviewed before the engagement begins. We confirm access to your system, the condition of the records and any cleanup or transfer work needed before agreeing on ongoing bookkeeping support.

How much do bookkeeping services cost in Calgary?

Cost depends on transaction volume, bookkeeping frequency, the amount of cleanup required and the scope of work. Contact KL Accounting for a quote based on your records and reporting needs.