Get organized
For businesses that need consistent bookkeeping and organized monthly records.
Bookkeeping & GST/HST
Clean books. Clear records. Better peace of mind.
Bookkeeping and GST/HST support designed to help businesses stay organized, compliant, and ready for accountant review, financing conversations, and decision-making.
What may be included
Final services are confirmed in the Client Service Agreement and Schedule A.
- Monthly bookkeeping
- Bank and credit card reconciliation
- Expense categorization
- GST/HST or applicable sales tax tracking
- GST/HST or applicable sales tax return preparation and review
- Monthly Profit & Loss report
- Cash flow, budget, KPI, or custom reports when selected
- Year-end package for your accountant/CPA
Service packages
Stay compliant
For businesses that need bookkeeping, GST/HST preparation support, and monthly profit visibility.
Grow with confidence
For businesses that want stronger reporting, cash flow visibility, and business review support.
Bookkeeping Process
Simple, organized, and professional.
Discovery Call
We understand your business, records, current system, and support needs.
Client Need Analysis
We recommend the package or scope that fits your business needs.
Agreement & Onboarding
We confirm scope, pricing, access, documents, and payment before work begins.
Monthly Workflow
We follow a consistent monthly bookkeeping and reporting process.
GST/HST filing is not automatic.
Fintrak may prepare GST/HST information based on the records provided. Filing is only included when selected as an add-on or confirmed in writing after client review and approval.
This protects both the client and Fintrak by ensuring the client reviews and approves filings before submission.
Quick Questions
What clients often ask.
Can Fintrak work with my accountant?
Yes. Bookkeeping support can include year-end package preparation for your accountant or CPA.
Do I need a monthly package?
Not always. Cleanup projects and specific reporting support can be scoped separately where appropriate.