Making things easy for our clients
Your go-to resource page
We want to make things easy for our clients, so we’ve gathered the most commonly used links, forms, and support tools here in one place.
Whether you need to submit a payroll update, log into your portal, or find answers to common questions, this page is your go-to resource hub.
Need to submit a new hire, pay adjustment, or staff departure? Use our secure Microsoft Form to share payroll changes quickly and accurately.
Access your documents, share files, and stay up to date on deliverables through our secure portal hosted by Financial Cents.
For questions about employee rights, vacation pay, sick leave, or compliance obligations in British Columbia, visit the BC Employment Standards website.
Looking for a trusted professional in HR, law, insurance, or another industry? We’re happy to connect you. Fill out the request form, and we’ll introduce you to one of our vetted partners.
Log in to your CRA account to review payroll balances, GST filings, and notices of assessment.
If you file PST or have a provincial tax account, you can manage your returns and payments through BC’s eTax portal.
Review your account, file reports, and check your classification or premiums through the WorkSafeBC employer portal.
Frequently Asked Questions
FAQ
Yes, we can absolutely assist, with a focus on what we do best. We’re happy to take care of your GST, PST, WCB, EHT, and Source Deductions remittances. For corporate tax filing, we collaborate closely with your Certified Professional Accountant to ensure they have everything they need—accurate books, clear reports, and timely insights—to file your returns and build a tax strategy that supports your long-term goals.
Even though our bookkeepers are located across British Columbia, we work seamlessly thanks to our cloud-based app stack. This allows us to securely access the documents and information we need to support you, no matter where you’re located. We also connect with you regularly through Microsoft Teams to review your reports, answer questions, and keep your finances on track.
Each company is unique with its requirements. We can tailor our bookkeeping services to provide support in the areas that are required.
Yes! We frequently help businesses catch up, clean up, and reorganize their financial records. We’ll create a plan to bring everything up to date and give you back peace of mind.
Yes! We work with cloud-based software, so your books are always accessible to you. You’ll have secure logins to your platforms and can check in on your financials, upload documents, or review reports at your convenience.
We use a trusted set of tools that work together to make bookkeeping easier, including QuickBooks Online, Dext, Plooto, Financial Cents, and Jobber (depending on your needs). We’ll guide you through setup and make sure the tools fit your workflow, not the other way around.
We support a wide range of small and medium-sized businesses across BC, including trades, retail, e-commerce, consulting, wellness, and more. If you’re not sure if we’re a good fit, just reach out—we’re happy to chat about your needs.
That’s great! We often work alongside accountants. We’ll keep your books clean, organized, and reconciled, so your accountant has everything they need to complete tax filings or offer strategic advice. We’re here to make their job easier, too.
That depends on your service level, but we believe in proactive, regular communication. Whether we connect weekly, monthly, or quarterly, your bookkeeper will stay in touch to keep you informed and answer any questions along the way.
Yes, we can help you understand your cash flow and build financial forecasts based on your historical data. While we don’t do full financial planning, we can provide clarity and support to guide your business decisions.
Reach out to us directly—we’re here to help.
Need help finding the right form—or not sure what step comes next?
We’re always happy to walk you through it.
