Tired of wondering where your money went? We'll keep your books accurate and up to date every month, so you always know exactly where your business stands.
Ever feel like you're drowning in numbers and spreadsheets? Let us throw you a lifeline.
Our online bookkeeping services are designed to give you back your time and peace of mind, so you can focus on what you do best — growing your business.
With accurate, up-to-date books, you'll always know where you stand financially and can make confident decisions that drive growth.
The advantages of partnering with Rattray CPA for your bookkeeping needs
Stop spending hours on bookkeeping. We handle it efficiently so you can focus on revenue-generating activities and growing your business.
Access your financial data anytime, anywhere with cloud-based QuickBooks. Make informed decisions with current information at your fingertips.
Our meticulous reconciliation process ensures every transaction is recorded correctly, giving you confidence in your financial reports.
Stay organized year-round with properly categorized transactions. Tax time becomes stress-free when your books are always up to date.
We handle GST/PST returns, WorkSafe BC, and Employer Health Tax filings, keeping you compliant with all regulatory requirements.
Get answers to your questions quickly. Our team is always available to help you understand your numbers and make better decisions.
Comprehensive bookkeeping services tailored to your needs
Access your financial data in real-time with our cloud-based QuickBooks setup. Work from anywhere, collaborate seamlessly, and always have the latest numbers at your fingertips.
Our regular bank and credit card reconciliations ensure accurate records and cash flow control. Catch errors early and maintain financial integrity.
We handle your GST and PST filings, ensuring compliance and timely submissions. No more worrying about deadlines or penalties.
We automate vendor payments with streamlined approvals, freeing up your time. Pay bills on time, maintain good vendor relationships, and optimize cash flow.
We handle your WorkSafe BC and Employer Health Tax filings, ensuring you stay compliant with BC employment regulations.
Get monthly or quarterly financial reports with insights to guide business decisions. Understand your profitability, cash flow, and financial position.
Our higher-tier plans include proactive financial management alongside your monthly bookkeeping. The Financial Health Review is included in every plan.
Included in every plan
A regular check-up for your finances so nothing slips through the cracks.
• CRA account review at onboarding
• Quarterly compliance check on remittances and GST/HST
• Annual financial health summary
• Written report with green/yellow/red status on each area
Scale Plan
Know what is coming before it arrives.
• 13-week rolling cash flow forecast
• Monthly actuals vs forecast review
• Early warning on upcoming shortfalls
• Planning support for major expenses
Scale Plan
A realistic annual budget built around your goals.
• Annual budget with monthly targets
• Monthly variance analysis
• Mid-year updates as the business evolves
• Scenario modelling for key decisions
Scale Plan
The numbers that tell you how your business is really doing.
• Custom KPI dashboard updated monthly
• Industry-relevant benchmarks
• Commentary on trends and outliers
• Clear flags when a metric needs attention
Get answers to common questions about our bookkeeping services
No problem! We specialize in bookkeeping catch-up and cleanup projects.
Our process includes: assessing the current state of your books, identifying missing transactions or errors, reconciling all accounts to bring them current, and setting up proper systems to keep you on track going forward.
Catch-up work is quoted separately from ongoing bookkeeping, typically as a one-time project fee based on the number of months to catch up and complexity involved.
Yes, we work exclusively with QuickBooks Online for real-time collaboration, cloud access from any device, automatic bank feeds, expert support as certified ProAdvisors, and integration with hundreds of business apps.
If you're currently using different software, we can help you migrate to QuickBooks Online as part of the onboarding process. The transition is typically smooth and worth the improved efficiency.
We provide financial reports on a schedule that works for your business. Monthly reporting includes a Profit and Loss Statement, Balance Sheet, Statement of Cash Flows, and key performance indicators.
Quarterly reporting is also available for businesses that don't need monthly updates. You also have 24/7 access to your QuickBooks Online account to run reports whenever you need them.
We've streamlined the process to minimize what you need to provide. Bank and credit card transactions are automatically imported through bank feeds.
You'll need to provide: photos or scans of receipts via the Hubdoc app, any cash transactions, loan payment details if applicable, and information on any unusual or one-time transactions.
Most clients spend less than 30 minutes per month providing information. We'll set up systems during onboarding to make this as seamless as possible.
Absolutely! While bookkeeping keeps your records accurate, we also provide corporate tax preparation, proactive tax planning strategies to minimize your tax burden, strategic financial advisory services, and personal tax preparation for you as the business owner.
Many clients start with bookkeeping and add other services as their business grows. We're here to support you at every stage.
Rattray CPA helps to simplify the lives of small business owners through cloud accounting technology and expert financial guidance.
info@rattray.cpa
