A BOokkeeping system for canadian small business

Finally understand your business finances.

By seeing what your current revenue is and what percentages are going to different areas of your business you’ll know if it would be better to spend more resources on advertising, or if you have the room in the budget to look into sourcing a better quality supplier.

No confusing accounting software. No monthly subscription fees. No tax-time scramble.

Most bookkeeping systems are not built for small businesses in Canada.

* This system is also designed by a Canadian bookkeeper and former software developer – specifically for Canadian sole proprietors!

    • GST/HST/PST tracking
    • business-use-of-home write-offs
    • vehicle write-offs
    • medical & mixed use expense deductions
    • accountant-ready reports
    • bank & credit card statement import
    • automatic transaction categorization
    • business health beyond the standard P&L amounts
    • personal income tax estimates
    • owner’s pay guidance
    • Profit First calculations

My favourite testimonial…

Best decision ever!

Backstory, I was so sick of Quickbooks and had just left a bookkeeper that wasn’t right for me. I felt like I was spending money and still had no idea what was going on in my business. I was frustrated and just wanted a system that wouldn’t drain my soul or be so confusing I bounced off of it the moment I logged in.

Buying The Canadian Small Biz system was a game changer. Lisa helped me set it up and I was so happy with how things were going, I had her redo all of last year’s bookkeeping too. I can’t express how much it was worth the money. I actually understand my business finances for the first time and I have goals I can hit.

My new bookkeeper did my entire Q1 in 5 hours. Also, [Lisa] colour coded my spreadsheet to my business’ branding colours, and honestly, it just adds that little bit of joy when I look at it. If you want the number to start making sense and you want to breakup with Quickbooks forever, this is it.

Kara Harrison

A note on…

  • Royal Bank of Canada account & Visa statements
  • CIBC account statements
  • PC Financial Mastercard statements
  • Simplii Financial account statements

If you are with a different institution the statement import might work no problem, but if not no worries! If I can get a copy of a PDF statement that you are trying to import then I can update the import code to work with your bank. I have a legal agreement that we can both sign to make sure your information is protected.

The trouble is that every financial institution formats their PDF statements slightly differently. I have tried to make my import code as universal as possible, but quirky things can always come up!