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In-person service in Hamilton and surrounding communities • Virtual bookkeeping across Ontario(289) 902-2704
In-person bookkeeping in Hamilton & area • Virtual bookkeeping across Ontario

Bookkeeping services built around the way you actually work

Organized, dependable bookkeeping for small and owner-operated businesses, with in-person service in Hamilton and surrounding communities and virtual bookkeeping across Ontario.

Whether your books are current, have fallen behind, or need a better system, we establish a practical process for keeping the records organized and the information available when you need it.

Only your name and telephone number are required. There is no obligation.

One coordinated bookkeeping service

More than categorizing transactions

Accounts must be reconciled, receipts matched, missing information identified, deadlines monitored and questions resolved. Business Acumen brings those responsibilities together through one organized relationship.

Your exact service arrangement is established during onboarding and may combine a monthly bookkeeping package with optional services suited to your business.

Monthly bookkeeping

A dependable financial foundation maintained throughout the year—not reconstructed in a rush when a deadline arrives.

  • Transaction categorization
  • Bank, credit-card and line-of-credit reconciliation
  • Review of unusual, duplicated or missing transactions
  • Routine adjustments and month-end review
  • Standard QuickBooks financial reports
  • Organized records for year-end accounting

QuickBooks Online management

QuickBooks Online is included with our ongoing monthly bookkeeping packages.

  • New company setup or existing-file review
  • Chart-of-accounts organization
  • Bank and credit-card feed connections
  • Sales-tax and recurring-workflow setup
  • Useful customer, supplier, class or project information
  • Ongoing maintenance as the business changes

Receipt and document organization

Paper receipts and scattered digital records do not need to be organized before you contact us.

  • Practical collection and delivery procedures
  • Receipt and invoice scanning
  • Searchable, consistently named digital records
  • Documents matched to QuickBooks transactions
  • Identification of missing support
  • Agreed retention and return procedures

Financial reports

Current bookkeeping makes useful information available without rebuilding the records each time a question arises.

  • Profit and loss
  • Balance sheet
  • Cash-flow information
  • Accounts receivable and payable
  • Sales-tax balances
  • Other appropriate QuickBooks reports

Compare Monthly Bookkeeping Packages

Optional recurring support

Add the services your business actually needs

Optional services are reviewed separately so clients do not have to pay for work their business does not require.

Payroll processing and administration

Payroll can be coordinated with the monthly bookkeeping process.

  • QuickBooks Payroll setup
  • Employee and payroll-item setup
  • Regular payroll processing
  • Integration with approved time records where appropriate
  • Payroll reporting and record organization
  • Monitoring of remittance information
  • Year-end payroll-document support
  • Identification of incomplete information or unusual hours

Client responsibility: The employer confirms employee status, approved hours, pay rates, deductions, benefits and other employment information.

Ask About Payroll Services

GST/HST and WSIB bookkeeping support

We help keep the records required for routine reporting organized and current.

  • Tracking GST/HST collected and paid
  • Reconciling sales-tax accounts
  • Preparing information for GST/HST returns
  • Assisting with routine filing
  • Tracking filing and remittance deadlines
  • Organizing WSIB-related payroll information
  • Assisting with routine WSIB reporting
  • Recording payments and reconciling related accounts

The client reviews and authorizes filings and payments. Matters requiring specialized tax, employment or workplace-safety advice are referred to an appropriate professional.

Accounts payable support

For businesses that want help organizing and preparing supplier payments.

  • Entering and documenting supplier bills
  • Tracking due dates
  • Preparing payment lists
  • Identifying incomplete, duplicate or unusual bills
  • Producing accounts-payable reports
  • Preparing payments through an agreed system
Our preferred control is prepare only.
Business Acumen prepares the payment information; the client reviews, approves and releases the funds.

Accounts receivable support

For businesses that need a more consistent invoicing and collection process.

  • Customer and service-item setup
  • Invoice and estimate templates
  • Recurring invoice setup
  • Recording customer payments
  • Accounts-receivable reporting
  • Identification of overdue balances
  • Routine reminder preparation
  • Assistance with deposits and progress-billing workflows

Pricing decisions, collection escalation, customer disputes and credit decisions remain under the client’s control.

Historical cleanup and catch-up bookkeeping

Your books do not have to be fixed before you ask for help

We assess how far behind the records are, whether the accounts reconcile, the condition of the chart of accounts, the availability of supporting documents and what must be completed before dependable monthly bookkeeping can begin.

Cleanup is assessed and quoted separately because the time required depends on the condition of the records—not simply the number of months involved.

Eligible clients entering an annual monthly-bookkeeping agreement may receive preferred project pricing and the option to spread approved onboarding and cleanup costs across their first 12 monthly payments.

Ask About Catch-Up Bookkeeping

Onboarding and process setup

Solve recurring problems at the beginning

A good bookkeeping relationship begins with a clear operating process. During onboarding, we establish:

  • Included accounts and records
  • Document-delivery procedures
  • Approval responsibilities
  • Information-submission frequency
  • Applicable deadlines
  • Exception and question handling
  • Required system access
  • Client-controlled financial authority
  • Included optional services
  • The completed monthly workflow

Reporting and insight

Turn current bookkeeping into useful business information

When a lender requests ordinary reports for financing or a line-of-credit review, Business Acumen can prepare the available reports from the company’s bookkeeping records.

Clients requiring more active business review may also benefit from selected key performance indicators. Useful measurements depend on the business and may include revenue trends, gross margin, labour costs, overhead, customer activity, project results or cash requirements.

Clear reporting boundary: Enhanced reporting does not replace professional assurance, valuation, legal, tax or investment advice.

Working with your accountant

Organized records for the work that comes next

Business Acumen maintains the day-to-day bookkeeping and assembles organized information for the client’s accountant or other qualified professional.

Business Acumen can

  • Maintain day-to-day bookkeeping records
  • Organize supporting documents
  • Reconcile accounts
  • Prepare standard reports
  • Respond to ordinary bookkeeping questions
  • Assemble information requested by the accountant
  • Record year-end adjustments supplied by the accountant
  • Prepare the books for the next reporting period

Services outside our scope

  • Personal income-tax returns
  • Corporate T2 income-tax returns
  • Audits
  • Review engagements
  • Compilation engagements
  • Assurance services
  • Legal opinions
  • Specialized tax planning
  • Certified or accountant-assured financial statements

Services matched to your business

Start with the right foundation

Your arrangement begins with an appropriate monthly bookkeeping package based primarily on transaction volume and bookkeeping requirements.

Payroll, accounts payable, accounts receivable, WSIB administration, cleanup and other specialized work can then be added or quoted separately where needed.

This keeps the core monthly price predictable without requiring every client to pay for services they do not use.

Compare Packages and Optional Services

In-person service locally and virtual bookkeeping across Ontario

BAR provides in-person service to small and owner-operated businesses in Hamilton and surrounding communities, including:

HamiltonAncasterBinbrookDundasStoney CreekWaterdownBurlingtonBrantford

Outside the Hamilton area? We also provide virtual bookkeeping to businesses across Ontario, with personal communication and a document-sharing process agreed during onboarding.

In-person meetings and personal document pickup or returns are arranged within our practical local service area. We confirm the meeting and document-handling arrangements for your business before service begins.

Start with a conversation

Choose the easiest way to reach us.

There is no need to prepare a detailed explanation. Tell us where your bookkeeping stands today and what you would like to improve.

Personal bookkeeping with in-person service in Hamilton and surrounding communities and virtual bookkeeping across Ontario.