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Bookkeeping Services

At PMZ Bookkeeping Services, we understand that each business is unique. We use QuickBooks Online to provide customized bookkeeping and payroll solutions – meticulously designed to align with the individual requirements of your business.

Whether it’s balancing the books, prepping for tax season, or helping you feel confident about your business, we’re here for you every step of the way.

Let us handle the numbers while you focus on what you love most, growing your business! 

Essential

Perfect for a small business with 1-2 bank accounts that want to keep their finances in order but do not need frequent updates and reports.

This bookkeeping services package includes:

  • reconciling bank accounts monthly.
  • providing basic monthly reports.
  • preparing and filing HST (annual/quarterly).
  • WISB. 
Growth Bookkeeping Services Package

Growth

This package is ideal for a growing business with 2+ bank accounts that requires AR/AP management and more frequent updates.

Includes everything in the Essential package plus:

  • accounts payable/receivable management.
  • El, CPP/ WSIB remittance.
  • receipt management.
  • virtual document storage set up.
  • end of year report, preparation, and coordinate with accountant.
Startup Foundations Bookkeeping Package

Startup Foundations

This package is best for a company in the first year of business with less then $30,000 revenue.

This bookkeeping services package Includes:

  • Monthly Bank and Credit Card Reconciliation (up to 2 accounts).
  • Basic Financial Reports (Monthly Income Statements).
  • Consultation and Guidance on Meeting HST Registration Threshold.
  • Quarterly Check-ins to Help you Monitor Growth and Financial Health.

Additional Services

PMZ Bookkeeping Services offers QuickBooks cleanup packages.

Bookkeeping Cleanup

This package is designed for small businesses needing to restore financial clarity and accuracy, in their QuickBooks Online account. This ensures your books reflect your true business performance and are up to date for accounting and tax purposes.

This package includes:

  • Conduct a thorough review of accounts to identify errors, as well as misclassified and missing entries.
  • Correct bookkeeping errors and categorize transactions correctly.
  • Reconcile all bank and credit card accounts.
  • Update your books with any overdue transactions to bring them up to date.
  • Advice on how to enhance your QuickBooks setup for better efficiency.

QuickBooks Kickstart

This package includes: 

  • QuickBooks Setup
  • Customized Chart of Accounts
  • Link Bank and Credit Card Accounts
  • HST/GST Registration Guidance
  • Basic Training
  • Document Storage Setup

Custom Packages

Our custom bookkeeping packages are designed to provide maximum flexibility. Whether you’re a new business just getting started, a growing company that needs occasional support, or an established firm requiring specialized services, we’ll create a bookkeeping solution that fits your needs and budget.

TESTIMONIALS

Trusted By Our Clients

It was great working with Patricia and her team. She was very communicative throughout the process and answered all my questions. They were very reliable in providing me with bookkeeping support for my small business and I would highly recommend!

Siobhan