You’re a consultant
• up to 10 invoices per month
You work for a few clients in a year, and you’re a one-person company. Your situation is unique, and so is your paperwork.
You’re Very Small Business
• Up to 2 employees
You’re just getting started, or you’ve chosen to keep things small. You’re a one-person
show or you have business partners. You don’t yet have any employees and you have
fewer than 20 invoices or sales transactions per month.
• 50+ transactions
Most of our clients fit into this category. Your business has gained traction, and you have
a solid customer base. You have people on the payroll, and your transaction volume is solid.
Becoming a big small business
• Unique needs
You have a solid group of staff, many happy customers, lots of transactions, and even
some fairly complex ones.
The “Office In A Box” Philosophy is based on easy and efficient bookkeeping practices.
All our clients receive a bin that you keep with you and place all of your bills, receipts, cheque stubs, deposit slips and anything else related to your business. Each quarter/month/week your bin will be picked up or can be dropped off to us and you will be given a new bin. This ensures your accounts are kept current and paperwork is secure.
Payroll Administration and Remittances
By the Books’ payroll administration reduces your workload and your costs. Our team reviews your current processes and provide recommendations for areas of improvement and optimization.
In addition, we handle the onboarding of new employees (TD1 Forms), payroll changes, vacation requests, Benefits Administration, CRA remittances, terminations (ROE Forms), year-end T-4s, and information return filings. Last but not least, we make sure that your employees get paid on time and for the right amount. No need to hire a full-time payroll specialist!
Consulting and Training
Discussion and recommendations for new software for any size business.
Training on most popular brands of software.
Over 30 Years Experience
Behind on your paperwork or your taxes?
Don’t worry. Most of our clients come to us with at least a few months, and sometimes several years, of “catch-up” work to be done. We understand that getting caught up can be a burden, so don’t put it off. Just take everything you have, put it in a box, and bring it in. We’ll sort things out and communicate with the CRA on your behalf. We also offer discounts on our regular rate for each month of catch-up work to be done, and we’ll prorate the fees to make things more manageable for you. You’ll be up to date in no time.