Canadian Cypress provides professional bookkeeping services from our office in Victoria, British Columbia, supporting businesses, entrepreneurs, CPA firms and accounting firms across Canada and the United States.
Our team helps keep your financial records accurate, organized and up to date. We assist with transaction recording, bank and credit card reconciliations, month-end bookkeeping, and preparing financial information for management and CPA review.
Whether you need ongoing monthly bookkeeping, catch-up bookkeeping or additional support for your accounting team, we work with your existing accounting system and processes to provide support that fits your business.
We work with leading cloud accounting platforms, including QuickBooks Online, Xero and Sage, allowing us to provide secure and reliable bookkeeping support wherever your business is located.
We conduct Bank Reconciliations and Credit Card Reconciliations in which we match the accounting records with bank and credit card statements to help identify discrepancies and items in need of clarification.
Regular reconciliations will help to ensure that your Financial Records are accurate and will minimize unresolved Items at month and year-end.
Transaction Recording: We accurately record and categorise all income, expenses, transfers, deposits, payments and other financial transactions based on the information and supporting documentation you provide.
Our General Ledger Maintenance services ensure that General Ledger accounts stay organized and transactions are continually categorized, which helps to keep the Financial Reports accurate and meaningful.
To keep accurate bookkeeping records, we will prepare and record approved Journal Entries and accounting adjustments within the scope of work.
We may offer the following Month-End Bookkeeping support:
You can submit a request for the following standard reports for Financial Reporting Assistance:
If you have overdue, incomplete, or inconsistent bookkeeping, our Catch-Up Bookkeeping and Bookkeeping Cleanup services can help you get up to speed.
Our services may include:
Our Year-End Bookkeeping support can assist you in organizing your bookkeeping records and schedules for your CPA or tax advisor.
This assistance can consist of:
We work with the leading Cloud Accounting platforms:
We use technology to make routine bookkeeping work more efficient. Where it makes sense, our team uses automation and AI-supported features available in the accounting software we work with.
These tools can help with repetitive work, but we don't rely on technology alone. Our bookkeepers review the records, look into unusual or unclear transactions, and follow up when something needs more information or a decision from the client.
This gives our clients the benefit of newer bookkeeping technology while still having an experienced person involved in the work.
Our Small Business Bookkeeping Services Victoria BC help small and medium-sized businesses maintain accurate Financial Records, reconcile accounts, monitor financial activity and gain better visibility into business performance. Flexible support for growing transaction volumes.
We support startups in establishing efficient bookkeeping practices, transaction workflows, chart of accounts, and document management workflows that expand with them.
We provide Outsourced Bookkeeping and CPA Bookkeeping Support as a seamless extension of your internal team to alleviate backlogs and enhance turnaround time.
Accounting Support for consultants, agencies, engineering firms, healthcare practices, and professional service businesses including expense tracking and project costs.
Bookkeeping for property transactions, vendor costs, contractor payments, project cost tracking, and account reconciliation.
Bookkeeping for sales, marketplace deposits, payment processing fees, refunds, Shopify, and Amazon Marketplace workflows.
Financial Records that are well maintained, provide business owners with a better picture of their revenues, expenses, cash flow, and business performance.
Bookkeeping records and consistent Bank Reconciliations make it easier to catch bookkeeping problems before year-end tax preparation and can reduce time spent on bank reconciliation.
By opting for Outsourced Bookkeeping, the business owner and senior staff can dedicate less time to mundane bookkeeping and more to customer service, operations, growth and strategic priorities.
Whether your transactions increase or your staff grows, your reporting requirements evolve, or your clients grow, you can rely on our Bookkeeping Support to keep changing, staying with you along the way.
Reliable Financial Records are consistently coded, routinely reconciled and well-kept, with supporting documents for management and CPA review.
We understand that bookkeeping records may contain confidential business, customer, vendor, banking and employee information. Protecting this sensitive information is an important part of our Professional Bookkeeping Services.
The security and confidentiality procedures that we may use include:
Client information is only shared with staff based on their responsibilities. When you are onboarded, we discuss your preferred accounting software, communication channels, how documents are shared, and create a secure flow.
Canadian Cypress has other options to offer:
We discuss your business needs, accounting software, transaction volume, current bookkeeping requirements, timelines, and expected deliverables.
Your Bookkeeping Services will commence as soon as we evaluate the condition of your books to determine what information, system access and supporting documents are necessary to get your Bookkeeping Services started.
A precise scope of work is provided with the recommended services, responsibilities, suggested timeline and pricing.
Secure system access, document sharing processes, communications and reporting needs have been established to ensure a successful onboarding experience.
Our team completes the agreed-upon Bookkeeping Support, reconciles outstanding items, documents any outstanding queries and flags items for your review and approval.
We provide Financial Reports as agreed and will offer you bookkeeping support as per your selected service agreement.
Talk with our local Victoria team about your current Financial Records, accounting software and reporting requirements and bookkeeping workload.
