BOOKKEEPING

Join. Integrate. Elevate.

Bookkeeping Services

We focus on the numbers, so you can focus on business.

At Collective Finance, bookkeeping isn’t just about data entry — it’s about clarity, control, and confidence in your financial decisions. We handle the details so you can stay focused on growing your business.

What Our Bookkeeping Services Include

✅ Transaction Recording & Categorization
 Every transaction is captured accurately and categorized with context, giving you trustworthy books month after month.

✅ Bank & Credit Card Reconciliations
 We cross-check your accounts to catch errors and fraud fast — no surprises, no messy books.

✅ Accounts Payable & Receivable Tracking
 Stay on top of who owes you and what you owe, with clear payment schedules and follow-ups.

✅ Monthly Financial Statements
 We deliver profit & loss, balance sheet, and cash flow statements you’ll actually understand — with commentary if you want it.

✅ Sales Tax Filing
 GST/HST/PST tracked, filed, and remitted correctly, on time, every time.

✅ Expense Tracking by Class, Project, or Department
 Break down spending by team or project to see exactly where your money goes.

✅ Year-End Preparation
 We work seamlessly with your CPA, delivering clean, reconciled books that make tax time easy.

How We Work

  • Cloud-based tools for real-time access to your financials

  • Secure, organized document management

  • Dedicated team: consistent, proactive, and easy to reach

  • Monthly check-ins and reminders to keep you on track

  • Flexible service levels to match your business’s size and goals

Beyond the Books

Need help with payroll? Maybe Accounts Payables, Accounts Receivable or budgeting and financial insights? We can coordinate trusted partners or add services to cover it — so your whole back office runs like clockwork.

Join. Integrate. Elevate.

Our clients don’t just outsource bookkeeping — they gain a financial partner. We become part of your team, keeping your books pristine and your mind at ease.