Can you help me catch up quickly?
If you are behind and need HELP, don’t worry. I can get you caught up, whether your bookkeeping is a few months or even a few years. Bookkeeping work is priced at $60 per hour.
What does a Bookkeeper Do?
A bookkeeper will take your bank statements and receipts and help you to really understand your business. They will work with you to categorize your expenses, maximize revenues and understand the reports. With a bookkeeper on your team, you’ll save time and money.
What if I have several years of overdue taxes to file?
That’s okay. Its all the same process. Just do your best to collect your bank statement and receipts.
Will my details be shared overseas?
Your work is never outsourced to another person. Everything remains safe, secure and proudly Canadian.
How is a Bookkeeper different from an Accountant?
Bookkeepers look at the details of your business. They look in depth at the ins and outs, and understand it as much as you do. An accountant looks at the bigger picture. They make sure that you are tax compliant.
A good analogy is the different between a doctor and a nurse. A nurse looks after the patient, they know them well. There is a lot of overlap with what a doctor does, but the doctor is more expensive, and won’t offer the same level of care or attention.
Do you offer monthly bookkeeping?
Snap bookkeeping specializes in fixing over due bookkeeping. We’ll take all the information, and get it up to date. Unfortunately we don’t look after the day to day after everything is fixed, but can connect you with someone that does.
What Documents do I need to get started?
Collect your bank statements and receipts. Put them in a box, and drop them off in downtown Penticton. I’ll send you the address as soon as your deposit is placed. Then the magic begins.
What is “Digitizing” and why should I do it?
This means that all your paper is scanned and saved to the cloud. It can be searched, it will never fade and you don’t need to worry about fires or flooding. Its there when you need it. If you are ever audited by the CRA, sending your supporting documents will be a snap.
What documents do I need to get started?
You’ll need your bank statements, and as many receipts as you can find. Pop them in an envelope, shoe box, or bankers box and drop them off. Then I will get to work putting your financials in order.
Do you offer monthly bookkeeping?
We specialize in clean up and catch up. Once everything is caught up we can connect you with a dedicated bookkeeper who can look after the books, and ensure that you stay on track.
Will you file the taxes for me?
We will work in tandem with your CPA Accountant or Tax filer. Although Snap Bookkeeing won’t file your taxes directly, we will prepare everything ready for your accountant or tax preparer. This saves you money, so you aren’t paying an accountant to do your bookkeeping.
Will you help with my home office, car mileage or health expenses?
For sure. These can be tracked for year end taxes, to maximize your tax savings. We can help with your personal expenses, sole proprietorship or corporation.
How Does it Work?
The first step is to review your documents and the scope of the project. Then I will provide you with a written estimate. If all sounds good, you place a deposit (50%) with the remainder due upon completion. There is also the option to have your documents scanned so the digital versions are safe and ready for the accountant or auditor.
Do I need to pay extra for Bookkeeping software?
If you don’t already have software, we’ll get you set up with Quickbooks ledger account. The subscription is covered while we are at work, then we’ll hand it over to you or your new bookkeeper to keep safe.
What if I don’t use software and it’s all in a shoe box?
No judgement here. Just drop it off, we’ll do the rest.
What if I already have bookkeeping software?
That’s great. If its in Xero or Quickbooks I’ll review and see the level of the clean up that is needed. Then we’ll talk with you about the options: whether your Quickbooks file can be salvaged, or if we recommend starting from scratch. If you have a different software, I’ll likely start fresh in a Quickbooks ledger, with information ready to import into your software platform of choice after the project is complete.
How do I get started?
Contact Jessie today. We can make an appointment, and get with started organizing those financials.
Sales and Payroll Tax Tracking
Are taxes included in the bookkeeping?
I do not do year end taxes or give tax advice. Snap bookkeeping will prepare everything ready for your accountant or tax specialist.
Will you work with my CPA for filing taxes?
Yes. Snap Bookkeeping will work with your CPA directly, and will send your documents directly, in a neat digital package, saving you time and money.
Will you process my payroll or file my payroll taxes?
I will reconcile the books to the payroll reports. Please hire a third-party payroll service for processing your payroll and paying your staff. There are several apps that integrate with Xero or QuickBooks. It is the most cost-effective solution for clients.
Will you track my sales tax?
Yes, I will track your GST taxes on sales and expenses. Whether you are on a quarterly on annual filing schedule, I can let you know how much to file and when.