How it works

From backlog to filing-ready in eight steps — with a real bookkeeper at the end.

1. Get a quote & sign up
Tell us how far behind you are. Pick a plan and create your account.
2. Onboard
Add your business profile, years needed, accounts and consents.
3. Pay
Secure checkout with Stripe. Filed plans get a custom quote first.
4. Upload statements
PDF or CSV for each account and month. We detect missing months.
5. We rebuild
We read each statement, check it balances, and categorize transactions.
6. Answer questions
Quick questions on your phone about unclear transactions. Upload receipts.
7. Reviewer approves
A bookkeeper checks categories, confirms GST/HST, and approves.
8. Download deliverables
Trial balance, T2125, GST/HST summaries, and QuickBooks/Xero import files.
Reviewed by a real bookkeeper before anything is final.

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