Services
Hours 9am to 5pm - Monday to Friday
Phone: 250-309-0502

Bookkeeping Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Peggy Schmidt CPB assists individuals who need a little or a lot of help in organizing and recording their financial affairs. Whether your time is limited, you find bookkeeping an absolute bore or you are retired and just want to enjoy life without the daily hassle, we can help.

  • Full cycle bookkeeping and payroll services
  • HST, GST, PST, WCB and Payroll Source Deduction remittances
  • Bookkeeping assistance and training
  • Troubleshoot bookkeeping and accounting related issues onsite
  • Manual, Sage50 and QuickBooks bookkeeping setup and training
  • Individual or Group
  • On-Site Bookkeeping and Software Training tailored to individual needs
  • Preparation of Government related compliance forms (eg: T4, T4A, T5 slips & Summary reports, ROE’s, HST/GST, PST, WCB) just to name a few

For peace of mind, we will:

  • Assisting both business and individualsreview and pay household bills
  • assist with cheque writing and cheque book balancing
  • make sure money is received and deposited
  • receive quick notice on inaccurate or fraudulent bank or credit card transactions
  • prepare an inventory of personal assets and investments
  • determine current and long-term cash flow needs through discussion and analysis of income and expenses
  • be a second set of eyes overlooking yours or a family members daily transactions

Like small businesses, individuals need to focus their time, energy and resources in areas that benefit them the most. Your individual bookkeeping requirements can be customized to fit your personal needs. Contact us today by email or cal us at 250-309-0502 to start.

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