Our onboarding process ensures a smooth transition: we will provide technology tools, optimize workflows and document processes. Additionally, our team can offer detailed bookkeeping insight as well as any training necessary for success. To ensure accuracy of records, catch-up bookkeeping is standard practice with us.

We are located in Vancouver, BC and work remotely with our clients, and use e-mail, phone, video calls and screen share to connect. To ensure you have everything you need to be successful, all of our packages come with access to a dedicated account manager who is always on hand and ready for your inquiries within 1 business day! For those wishing for an extra layer of support - our custom packages offer priority service via direct messaging along with monthly video calls (upon request).

Let's face it, entrusting someone new with your business is no small feat. At PureBooks we understand this, which is why trust and security are our highest priorities — in other words, when you put your faith into us, know that everything from experienced professionals to cutting-edge technology has been taken into consideration for maximum protection of all involved parties. At the end of the day, when your business succeeds we succeed - let's make magic happen together!

Discovery - schedule as many calls as it takes to fully understand your business needs and support requirements. Design - design the technology stack to support your business and design the workflows between our team and yours. Onboarding - deploy the technology, document your workflow, take care of catch-up bookkeeping, and train your team. Delivery - manage your monthly work and provide day-to-day client support

Our team is working diligently to ensure the highest-quality service of our existing clients, so we are currently limiting ourselves to one new client per month. If you'd like to be onboarded within a specific time frame, please let us know in advance and we'll do our best accommodate your request!

In order to provide you with the highest quality of service and the best experience possible, we kindly ask that all our customers follow a few simple steps. We kindly ask that all customers adhere to our workflow management system, use our expense reporting software, and keep personal expenses separate from company-related ones. Thank you for your compliance!

Your information is stored on a secure cloud server provided by one of our partners and only your dedicated accountant and you have access to it.

We have extensive experience in the world of accounting - from making payroll to managing profits. We can review your current processes, eliminate inefficiencies, and implement solutions that put more money in your bank account each month—turning even wildest dreams into a reality! Need someone to come in for a couple of ours a week to help you with chores? We got your back! Please contact us for a quote and chat how we can help you.

Outside of bookkeeping services, we offer the following: – Budgeting – Cash Flow – Forecast – Catch up services – New software set up and implementation – Training Get in touch with us to learn more about how we can help your business.

Our remote accounting services offer a great balance of convenience and personal touch. You can access tailored advice via video calls or screen sharing from wherever is most comfortable for you - whether that’s at home or in the office – helping make sure we can find solutions suited specifically to you.

We take pride in ensuring that your financial data is yours to own. During our offboarding process, we transfer software (QBO/XERO) account ownership to you. We'll also provide all necessary documentation so that records are kept up-to date in accordance with industry best practices.

Absolutely, we can clean your accounting file or catch-up historic accounting data to date prior to the start of your monthly bookkeeping engagement.

Although we don't handle corporate and personal taxes ourselves, we are happy to refer you to one of our trusted partners to provide you with exceptional year-end tax filing services, ensuring everything is in order for a hassle free taxation period!

Our packages make sure you meet your sales tax filing obligations with ease. We provide the filings, so there's no need to worry about a missed deadline!

Absolutely! In fact, by getting set up with cloud-based accounting process early on, you’ll save yourself a lot of time and money going forward. We can help you set up and implement necessary software and provide you with ongoing support.

Get the results you want, when you need them. We understand that each business has different needs and objectives to achieve - which is why we promise performance-based work. That means no paying for idle time or coffee breaks – just what matters most: timely solutions tailored specifically to your requests!

Accrual bookkeeping is an important step in providing meaningful financial information for businesses. With this method of recording, transactions are accurately documented when they occur rather than just tracking money that enters or leaves a bank account - allowing you to make informed decisions quickly and efficiently.

Usually, onboarding takes 30 days. Our streamlined onboarding process ensures your transition to cloud-accounting is smooth and stress-free. While an average of 30 days should be expected, this can vary depending on the input provided by customers and if any prior bookkeeping work needs attention. Our team will ensure you are equipped with all necessary resources during the set up period which includes setting up software, creating workflow systems as well monthly checklists for training purposes so that operations run smoothly right from day one!

Our typical contract is for 12 months. We understand, however, that every situation is unique, so our agreements are crafted to fit your individual needs. Whether it's for a short clean up project, full 12 months or until the next calendar year-end date, we come up with flexible terms just for you!

Generally, all services stated in the packages and software licenses are included in the monthly fee. There may be cases where some items are billed separately or considered out of scope. Such additional services/deliverables will be clearly communicated to you and will be priced at our current flat-rate. Please contact us today, or visit our pricing page should you require more information.

Yes, we charge a set-up & onboarding fee equal to 1 month of service plan of your choice. The fee will cover a walk-through of your current processes, creating custom workflows, technology set-up, and training for you and your team members. This will ensure your set-up process is smooth and effortless.

Our contracts are quite simple. It's a service agreement to provide services without fixed term. We bill on the 1st of each month and you can cancel anytime with a 30 day notice.

As your business thrives and expands, so does its financial complexity and volume of transactions. Therefore, if you need more support/additional services than your default bookkeeping package currently provides, upgrading is easy - simply view our pricing page for details on increasing your level of service, or give us a show for a quote on a custom ad-on! Please note, that if your exceed your package limit consistently over a three-moth period, you will be moved into an upgraded package and billed the difference. Check out our pricing page to find out more about how we can streamline problem-solving in times of growth.

Our onboarding process makes transitioning to QuickBooks Online a breeze. We'll migrate your accounting file from any software, ensuring that all pre-existing balances are reflected in the new system and capturing historical information as far back as you need - starting right at the beginning of this year!

Quickbooks Online, Xero, HubDoc, Dext, WagePoint, Plooto, Float, Fathom and countless more!

Our team will bring the magic of paperless workflow to your business with our document digitization process. We have experience handling all sorts of paper documents, and can create tailored solutions for a variety organization’s needs. Let us use our expertise to help you make the digital leap - contact us today and get started on improving efficiency!

Our firm is experienced in utilizing the most common law bookkeeping software, such as Clio and Easy Law and can easily integrate your legal platform into Quickbooks/Xero if needed. No training or onboarding required; we can begin working immediately with these platforms to get your books on track.

Yes. We specialize in virtual in virtual services and offer trust accounting, bookkeeping, legal accounting, and CFO consulting, remotely, regardless of your location.

Yes, you can purchase Controller services on its own or packaged with other services including bookkeeping. We can work with you on a project basis if needed.

If you’re just 2-3 employees and you just want to cruise by and be compliant, you need a year-end accountant or bookkeeper. As soon as accelerated growth becomes part of your vision the smart move is to invest in strategies that will help you achieve your goals and provide steady-growth level operation at every stage.

Unlock your businesses growth potential and maximize your financial success with our CFO Services. Our expert team is standing by, ready and willing to assist you in achieving success - just get in touch with us here! A client service specialist will be assigned on the spot to arrange a call so they can understand exactly what financial support your company needs. Then, set up another meeting when appropriate for comprehensive details plus a timeline of deliverables crafted specifically according to you requirements. Take advantage now; learn more at our CFO Services page today!

Our services may include reviewing insurance coverage, preparing for an annual or fist-time audit or review engagement, covenant monitoring, help with financing, support your accountant with year-end reporting and tax planning projects.

When you’re a small or growing business, it can be difficult to invest in the costly role of an on-site CFO. Outsourcing offers both financial and time savings as you only pay for what needs done - when needed! For larger businesses who find themselves needing extra guidance on occasion but not full-time assistance, outsourcing gives them greater flexibility without breaking their budget.

Our Controller services are a great complement to other services. Assuming we do your bookkeeping, your Controller will have the benefit of being able to get quick answers on specific transactions so that they can give you the insight that you need. You are more than welcome to add Controller package any time. Please let us know about your interest.

Like our other services, it depends on what you need, but Controllership packages start at $500 per month.

Our fractional CFO will help you develop and realize a plan for success, no matter what milestone or endeavor lies ahead; be it launching a new location or reaching major sales goals. Through strategic planning sessions conducted throughout the year, along with budgeting forecasts and other reports, we'll make sure everything runs efficiently while providing leadership training around overall economic literacy — all so that each step towards growth stays firmly on track!