Up-to-date, organized books you can actually use, so you make better decisions, avoid cross-border tax surprises, and stay in control month after month.
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Year-end ready for your CPA
When bookkeeping falls behind, decisions get made blind and risk piles up: sales tax, cash flow, profitability, uncategorized expenses. For cross-border clients, the stakes are higher, a messy set of books makes US and Quebec filings painful. Our job is to put things in order, keep your data current, and turn your bookkeeping into a management tool instead of a source of stress.
Clear, current books are the foundation of a business that's easy to run, stress-free, and ready to grow, on both sides of the border.
Balance sheet, a snapshot of your financial position
Profit & loss (P&L), revenue, expenses, and profitability for the month
Full bank reconciliation across all your accounts
Cash flow report, the real money in and out
Florida sales tax register (DR-15), collected, owed, and remittances
Accounts receivable & payable aging
Visual dashboard with your key performance indicators
Secure 24/7 access to your data via QuickBooks Online
Pick a time slot. We'll confirm by email.
Structured, current bookkeeping adapted to your reality (LLC, sole proprietor, or snowbird). Goal: reliable, usable, consistent numbers.
Monthly reconciliations so your balances reflect reality. The foundation of bookkeeping you can defend at tax time.
Bringing a behind-schedule file back to life: sorting, cleanup, account fixes, and a sustainable monthly rhythm going forward.
A clear read on your numbers: profitability, margins, monthly variations, things to watch. Reports that support your decisions.
A simple, effective structure for your invoices and receipts. Less wasted time, more rigor, better traceability.
A clean, complete file for year-end: everything ready for your CPA partner, with consistent accounting logic throughout.
Current numbers let you quickly see what's working and what's eating your margins.
Clean books reduce the risk of mis-calculated sales tax, missed filings, and costly catch-up on either side of the border.
When everything is categorized and reconciled, filings (sales tax, year-end) happen faster and with fewer back-and-forths.
Lenders and partners want credible numbers. Rigorous bookkeeping raises their confidence in you.
Budget, hiring, investments, pricing: good decisions need reliable data.
We assess the state of your books, identify what's missing, and propose a clear, realistic action plan to get everything up to date.
We set up your tools, organize your documents, put processes in place, and get you started on the right foot.
Every month we process your transactions, reconcile your accounts, and deliver reliable reports. You always know where you stand.
Pick a time slot. We'll confirm by email.
We combine rigor, technology, and a human approach to deliver bookkeeping that's modern, accessible, and reassuring, on both sides of the border.
We live the snowbird reality: Quebec residency, Florida property, US-source income. We keep your books clean on both sides so nothing falls through the cracks at tax time.
Books, reports, and conversations in French or English, whichever you're comfortable with. Your Florida CPA gets clean English files; you get explanations in your language.
Whether you're in Florida for the winter or back in Quebec for the summer, your bookkeeping follows you. Secure, cloud-based, and always accessible.
Clear, current financial statements you actually understand. Decisions based on the real performance of your business, not a guess.
Set up and run on QuickBooks Online configured for US operations, sales tax, and 1099s. We work with the tools you already use.
Steve handles strategy, tools, and client follow-up. Cindy is in your books every week. Together, we cover every angle.
"We stopped chasing sales tax deadlines. Everything is clear, current, and we know exactly what to remit."
Owner
Service business, Fort Lauderdale
"Having someone who understands both Quebec and Florida made our winter season so much easier."
Snowbird client
Rental property owner, Hollywood FL
"Clean English files for our CPA, explanations in French for us. Exactly what we needed."
Co-owner
LLC, Miami-Dade
"They caught up months of behind-schedule books and now everything is stable."
President
Construction LLC, Florida
Yes, that's our specialty. We keep your bookkeeping clean on both sides so your US and Quebec filings line up, and we coordinate with your tax preparer on cross-border details like the Closer Connection Exception (Form 8840).
QuickBooks Online (US edition) by default, configured for US operations, sales tax, and 1099s. We can also work from your existing setup (Wave, Excel, Sage) and migrate you when it makes sense.
Yes. We track collected and owed sales tax, prepare the DR-15, and keep a clean register so monthly or quarterly remittances are straightforward.
We're bookkeepers and authorized tax preparers, not licensed CPAs. We prepare clean books and a complete year-end package, and refer corporate returns and audits to a trusted CPA partner so credentialed work is signed by a professional.
Absolutely. Everything is cloud-based and secure, so your bookkeeping follows you whether you're in Florida or back home in Quebec.
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