sb
simplybooks
Bookkeeping
made simple.
As a small business owner...
We can help you focus your time where it matters the most, the activities that generate revenue.
We can help you minimze your cost by providing high value, low cost accounting and bookkeeping services.
We can help you be current of your business’ financial health by providing timely and accurate financial information.
We can help you make informed business decisions by providing comments and explanations on your financial reports as well as answering all of your questions.
What we offer
Bank Reconciliation
Credit Card Reconciliation
Sales transaction recording
Expense transaction recording
Financial Reporting
Payroll processing (all Canadian provinces)
Payroll statutory reporting (Federal, Quebec, WSIB, WCB, EHT)
Annual and other payroll forms (T4, T4SUM, Record of Employment)
Sales tax reporting (GST/HST, PST, QST)
Audit support
Catch-up for overdue books
The Process
Onboarding
We will send you a contract and a questionnaire to answer to help provide us with as much information needed to set-up your business with our cloud-based bookeeping software.
Emails and/or phone or video calls may be required.
Set-up
We will set-up your company with our cloud-based accounting software, create your financial accounts, design your financial reports as well as set up your employees for payroll processing
Processing
You will send us a scan of your receipts, bank statements, and any other information that represented an activity for your business on a weekly basis.
We will record these transactions and send you a list of payments that you are required to make, such as supplier invoices, payroll, sales and other taxes.
Emails and/or phone or video calls may be required as we go through the documents for clarification.
Reporting
We will send you simple financial statements on a monthly basis after we have completed the processing, which will include comments and analysis notes.
Emails and/or phone or video calls shall be timely addressed on any questions you may have.
Transparent Pricing
Onboarding
FREE
Set-up
$200 One time fee
Processing
$100 per month, plus $1 per posted transaction
Reporting
$100 per month for financial reports, payment
schedule for employee payroll, sales tax remittances,
source deduction and other payroll related premium payments
Other services
Audit support; ad-hoc reporting and other non-ordinary activities shall be separately quoted
Communication
Email and phone communication related to regular monthly transactions are FREE
Questions and Answers
Q: What accounting software do you use?
A: We use Quickbooks Online+Payroll.
Q: Will you return my documents?
A: Yes. We will return your documents annually after the year-end financial reports are completed.
Q: Can I send my documents on a monthly basis instead of weekly?
A: Yes. We will only charge when we have transactions to process, and will prepare simple financial reports once completed.
Q: What if I get audited by the CRA or other government agency?
A: We will support you every step of the way, assist in responding to all government inquiries and prepare requested documentation.
Q: Can you make my business payments instead of sending me a list?
A: Absolutely. We can make arrangements to create payments on your behalf, including sales tax and government remittances.
Q: I have employees to pay, do you also process payroll?
A: Yes. We will prepare your employee’s pay including all payroll related reporting and remittances to the CRA, Service Canada and provincial compensation boards.
Q: I have fallen behind with my bookkeping, can you catch up my records?
A: Definitely. We will evaluate the scope and completion timeline to get you caught up.
Q: How do you bill for services and how do I pay?
A: We base the $1 per transaction fee on a posted transactions report from the accounting software and attach this to our monthly invoice which is due upon receipt. Payments are accepted via EFT or Interac e-transfer.
Hello, I’m Rosalyn
Being active in the accounting workforce for the past 30 years and leading teams from several small, medium, and large organizations in diverse industries has exposed me to the evolution of technological accounting tools and software which can greatly help small business owners trim their non-revenue generating expenses by outsourcing the bulk of back office transactional processing.
This inspired me to start Simplybooks, a home-based venture that hopes to provide high value bookkeeping and accounting services at a low cost.
Accountants don’t generate sales, but we can help maximize profit. Let us help you do just that.
Contact Us
Mailing Address
59 Middlecote Dr., Ajax, Ontario, Canada L1T 0A1
Email
info@simplybooks.ca
Phone Number
1 (289) 200-8189