A practical starting point
A good setup makes the right monthly behaviour easier.
The system should reflect revenue streams, bank and processor accounts, payroll, sales tax and the reports the owner needs. It also needs clear rules for who supplies records, who approves transactions and when questions are answered.
Scope begins with the current records, systems, deadlines and owner priorities. Responsibilities, access and the monthly timetable are confirmed before recurring work begins.
What the service can include
Build the records behind a reliable result.
Software review
Choose or configure a platform appropriate to the business and existing systems.
Chart of accounts
Create practical income, cost, asset and liability categories.
Opening balances
Establish supported starting balances for bank, cards, loans, taxes and equity.
Bank and processor connections
Configure feeds or export routines with access controls.
Document collection
Set a repeatable receipt, bill and statement process.
Reporting calendar
Define close dates, owner questions and report delivery.
Local details belong in the workflow.
An Ottawa setup should account for Ontario HST, the business's CRA program accounts, local banks or credit unions and any Quebec activity that creates additional recordkeeping questions.
Bookkeeping prepares the evidence and account structure. Legal, tax and regulatory conclusions remain with the appropriately qualified adviser.
How the work moves
A clear path from review to a dependable close.
- Review the current records
Confirm systems, accounts, reporting needs, deadlines and the condition of the file.
- Set the scope and access
Agree on responsibilities, secure access, documents, priorities and timing.
- Complete and reconcile
Process the agreed records, reconcile third-party evidence and consolidate questions.
- Close and improve
Deliver the agreed output and make the next cycle easier to complete.
What you receive
Useful output, not unexplained activity.
- Configured accounting file and chart of accounts
- Supported opening balances
- Monthly document and access checklist
- Close calendar and report package
Bookkeeping Setup FAQ
Questions Ottawa business owners ask.
Which bookkeeping software should I use?
The answer depends on transaction volume, payroll, inventory, payment systems, reporting and the people who need access. We review those needs before recommending a platform.
Can you set up bookkeeping for a new corporation?
Yes, the accounting workflow can be established for a new business. Incorporation, registrations and tax elections should be handled or confirmed by the appropriate legal or tax professional.
Do you connect bank feeds?
Feeds can be useful, but they do not replace reconciliation. We use supported connections or exports and confirm every account against third-party records.
What should be ready before setup begins?
Common inputs include incorporation or registration details, bank and card statements, loan documents, sales-tax registrations, payroll information and the owner's reporting priorities.
Start with a short review
See what a cleaner workflow would require.
Tell us which systems hold the records, what is taking time and what result you need next.