All services / Monthly Bookkeeping
BOOKKEEPING SERVICES

Know your numbers. Grow with confidence.

We keep your everyday finances organized so you can make informed decisions without spending your evenings in spreadsheets.

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Personalized support · Cloud-based service · Ontario and beyond

Accountant reviewing financial paperwork
WHAT’S INCLUDED

Support designed around your needs

We tailor the scope to your business, records and reporting requirements.

Bank and credit card reconciliations
Transaction recording and categorization
Monthly or quarterly financial statements
Accounts receivable and payable support
Cloud accounting setup and workflow improvements
Year-end preparation and accountant-ready records
IS THIS RIGHT FOR YOU?

Built around the way you work.

Growing businesses that need consistent reporting, organized records and a dependable bookkeeping partner.

Why work with Bookatana?

Clear communication, practical cloud-based processes, and personal attention from a bookkeeping partner who understands the day-to-day demands of a small business.

HOW IT WORKS

Three simple steps

01

Connect

We review your records, software and reporting needs.

02

Organize

We categorize transactions, reconcile accounts and address outstanding items.

03

Report

You receive practical financial information and ongoing support.

GOOD TO KNOW

Frequently asked questions

How often can you update my books?

We offer monthly, quarterly and annual bookkeeping depending on your business activity and reporting needs.

Do I need QuickBooks Online?

No. We work with QuickBooks Online and other cloud accounting systems, including Xero. We can review the best fit for your business.

Can you take over from another bookkeeper?

Yes. We can review your existing records and coordinate a practical transition.

Can you handle payroll and HST too?

Yes. We offer payroll, GST/HST filing and tax services in addition to bookkeeping.

MORE WAYS WE CAN HELP

Explore our other services

LET’S WORK TOGETHER

Ready to get your finances organized?

Tell us about your business and the support you need. We’ll help you find the right next step.

Book a Free Consultation ↗