AI Bookkeeping Services

Save time and money with AI-driven bookkeeping for small businesses. Contact us for offers.

Cost-effective Solutions

AI bookkeeping saves money and time compared to traditional methods for small businesses.

Accurate Financial Tracking

Experience precise bookkeeping with AI, ensuring accuracy and efficiency for your business.

Streamlined Processes

Our AI solutions simplify bookkeeping, allowing you to focus on growing your business.

Online Bookkeeping Services

We provide remote bookkeeping solutions using technology to streamline your financial management.

Remote Bookkeeping Help

Capture receipts and bank statements efficiently for your financial reporting needs.

Tax Season Ready

Get your financial reports prepared in time for tax season with our services.

Technology Driven Solutions

Utilize software to manage your bookkeeping tasks from anywhere, ensuring accuracy and efficiency.

Expert Bookkeeping Services

Choose us for accurate, reliable bookkeeping that saves you time and enhances your business.

Tailored Financial Solutions

Our services adapt to your unique business needs and financial goals effectively. Ready to file T2 Tax return

Experienced Professionals

Our team brings years of expertise to ensure your finances are in good hands.

Affordable Pricing Plans

We offer competitive rates without compromising on quality and service excellence.

TikiTax Bookkeeping Services

At TikiTax, we know how crucial accurate bookkeeping is for the smooth operation of your business. Our goal is to take the complexity out of financial management, so you can focus on what truly matters—growing your business. From freelancers and small businesses to large enterprises, we provide customized, reliable bookkeeping solutions to fit every need.

Our Full Range of Bookkeeping Services

Whether you're looking for monthly transaction management, payroll, or year-end reports, we’ve got you covered with a wide variety of services. We offer full-cycle bookkeeping, allowing you to stay on top of your finances without any stress.

1. Monthly Bookkeeping

We ensure that your books are always up-to-date, so you have accurate financial data at your fingertips.

• Transaction Categorization: We categorize all your income and expenses to ensure accuracy in your records.

• Bank & Credit Card Reconciliation: We reconcile all bank accounts, credit cards, and PayPal to maintain accurate financial records.

• Financial Reporting: Receive monthly reports including Profit & Loss, Balance Sheet, and Cash Flow Statement to give you a clear picture of your financial health.

2. Accounts Payable & Receivable

Managing payments and collections is made easy with our Accounts Payable & Receivable services.

• Invoice Management: We send and track invoices to clients, ensuring timely payments.

• Payment Processing: We handle paying your bills, keeping track of your outstanding liabilities, and ensuring you never miss a payment.

• Cash Flow Management: We help you maintain a steady cash flow by keeping track of incoming and outgoing payments.

3. Payroll Services

We take the hassle out of payroll, ensuring your employees and contractors are paid accurately and on time.

• Employee & Contractor Payroll: We manage your payroll for employees and contractors, ensuring all wages, taxes, and deductions are correct.

• Tax Filing Compliance: We make sure your payroll taxes are filed on time with the CRA.

• T4/T4A Filing: We prepare and file your T4 and T4A slips at year-end for employees and contractors.

• Payroll Tax Calculations: We calculate and remit payroll taxes, ensuring compliance with all federal and provincial regulations.

4. GST/HST Filing & Tax Support

We ensure that your business stays compliant with the tax regulations by handling your GST/HST filings.

• GST/HST Filing: We prepare and file your GST/HST returns on time, reducing your risk of penalties.

• Tax Planning: We offer tax planning services to help minimize your tax liabilities and maximize your business’s savings.

5. Year-End Financial Statements

At the end of the fiscal year, we prepare all the necessary financial reports to ensure you have everything ready for tax season.

• Annual Reports: We generate your year-end financial statements, including Profit & Loss, Balance Sheet, and Cash Flow Statements.

• Tax Ready Statements: We ensure your reports are ready for tax filing, saving you time and effort when working with your accountant.

6. QuickBooks Setup & Training

Get the most out of your accounting software with our QuickBooks setup and training services.

• QuickBooks Online Setup: We will set up QuickBooks Online tailored to your business needs, whether you are just getting started or switching from another platform.

• Training for Your Team: We provide hands-on training for your team to ensure that you understand how to use QuickBooks effectively, from entering transactions to generating reports.

• Ongoing Support: Once your system is set up, we provide continued support to address any questions and ensure smooth operations.

TikiTax Bookkeeping Plans

We offer flexible and affordable pricing plans to suit businesses of all sizes. Whether you need basic bookkeeping for a small business or comprehensive support for an enterprise, we have a plan that fits.

Enterprise Plan – Custom Pricing

For large businesses with complex bookkeeping needs.

• Full-cycle bookkeeping for unlimited transactions

• Payroll for unlimited employees (Optional)

• Monthly financial statements & tax planning

• Cash flow management & forecasting

• CFO-level advisory services

• Customizable add-ons based on your business requirements

Pro Plan – $599/month

For established businesses with high-volume transactions.

• Full-cycle bookkeeping (unlimited transactions)

• Monthly financial statements

• Cash flow management & forecasting

• Priority support with a dedicated accountant

Add-ons & Prorated Fees:

• Extra bookkeeping services: Custom pricing based on volume

• CRA audit support & representation: $299 one-time

Growth Plan – $299/month

For growing businesses & incorporated entities.

• Monthly bookkeeping (up to 150 transactions)

• Quarterly financial statements

• Dedicated accountant support

Add-ons & Prorated Fees:

• Extra bookkeeping services: $25 per 50 transactions

• Year-end financial statement preparation: $149/year (discounted)

• CRA audit support: $249 one-time

Starter Plan – $149/month

For freelancers & small businesses.

• Monthly bookkeeping (up to 50 transactions)

• Quarterly financial statements

• Email support

Add-ons & Prorated Fees:

• Extra bookkeeping services: $25 per 50 transactions

• CRA audit support: $199 one-time

Additional Services (Available for Any Plan or Non-Subscribers)

• GST/HST Audit Support: $199 one-time (discounted)

• Year-end Financial Statement Preparation: $149/year (discounted)

• Additional Bookkeeping Services: Custom pricing based on volume

• QuickBooks Setup & Training: $249 one-time (includes setup, training, and ongoing support)

Why Choose TikiTax for Your Bookkeeping Needs?

• Experienced & Trusted: Our team of experts has years of experience handling bookkeeping for businesses of all sizes and industries.

• Affordable & Transparent: With flexible pricing and no hidden fees, we ensure you get the best value for your investment.

• Tailored Services: We understand that every business is unique, which is why we offer personalized bookkeeping services designed to meet your specific needs.

• Compliant & Accurate: We ensure your books are always compliant with tax laws, reducing the risk of audits or penalties.

• Proactive Support: We don't just manage your books; we offer strategic insights to help your business thrive.

Ready to get your books in order? Contact us today to schedule a consultation, and we’ll help you find the perfect bookkeeping plan for your business!

Here are some Frequently Asked Questions (FAQ) in the TikiTax bookkeeping services page:

TikiTax Bookkeeping Services – FAQ

1. What is the difference between bookkeeping and accounting?

Bookkeeping involves the day-to-day process of recording financial transactions, such as sales, expenses, and payroll. Accounting, on the other hand, involves analyzing, interpreting, and reporting on financial data. At TikiTax, we provide both bookkeeping and accounting support to ensure your business stays on track financially.

2. Do I need to have QuickBooks to use your bookkeeping services?

No, you don't need QuickBooks to start using our bookkeeping services. However, if you'd like to implement a more streamlined system, we can help set up QuickBooks and provide training to ensure your team uses it effectively. We also support other accounting software if you're already using one.

3. How do I know which bookkeeping plan is right for my business?

Our team will work closely with you to assess your business needs and recommend the best plan. Whether you're a freelancer, a growing small business, or an established enterprise, we have a plan designed to fit your specific requirements. Contact us for a consultation!

4. Do you handle payroll?

Yes, we provide full payroll services, including employee and contractor payroll, tax calculations, T4/T4A filings, and remitting payroll taxes to the CRA. Payroll services are included in our higher-tier plans but can be added as an optional service for smaller plans.

5. How do I submit my bookkeeping documents to you?

We have a secure client portal where you can easily upload your documents. This includes invoices, receipts, bank statements, and other financial records. We ensure that your information remains confidential and secure.

6. Can I get additional bookkeeping services if I exceed the transaction limits in my plan?

Yes, we offer additional bookkeeping services on an as-needed basis. If you exceed the transaction limits in your plan, we will work with you to provide customized pricing for the extra work. You can also contact us for help with extra services, like year-end reporting or GST/HST filing.

7. What is your policy on audits?

We provide GST/HST Audit Support as an optional service, which includes assistance if your business is selected for an audit. Additionally, if you require CRA audit representation, we offer that service as well. It's an extra one-time fee, but we ensure that your business is well-represented and compliant with the CRA.

8. Will you file my taxes as well?

Tax filing services (such as T1 or T2 tax returns) are separate from bookkeeping plans. However, we offer tax filing services at an additional cost, and we can bundle them with your bookkeeping plan if needed. Just let us know!

9. Can I switch between plans as my business grows?

Yes, you can switch between plans as your business needs change. Whether you're expanding or reducing your transaction volume, we’ll work with you to adjust your services and pricing accordingly. We’re here to support you every step of the way!

10. How will I know if my bookkeeping is accurate and up-to-date?

Our team provides monthly financial reports, including Profit & Loss Statements, Balance Sheets, and Cash Flow Statements. We also offer ongoing support and review sessions to make sure everything is on track. If there are any discrepancies, we’ll catch them and fix them promptly.

11. How do I cancel or modify my plan?

You can cancel or modify your plan at any time. We’ll ensure a smooth transition, whether you decide to downgrade, upgrade, or cancel your services. Please reach out to our support team to discuss your options.

12. How do I contact TikiTax for support?

You can reach our support team via email, phone, or through our secure client portal. We also offer live chat for immediate assistance, depending on your plan level.

13. How do you ensure the security of my financial data?

We take your privacy and security very seriously. We use industry-standard encryption and secure portals to manage and transmit your financial data. Your information is confidential, and we comply with all necessary regulations to keep it safe.

Let me know if you need any more questions or additional details!

Tiki Tax provided exceptional service, maximizing my savings and simplifying the tax filing process. Highly recommend!

John Doe

★★★★★