Have questions about working with Beth's Books and Taxes?
Here are answers to some of the questions you may have about bookkeeping, payroll and tax services.
Bookkeeping services can include transaction recording and categorization, bank and credit-card reconciliations, accounts receivable and accounts payable support, financial reporting, catch-up and clean-up bookkeeping, and year-end preparation.
Services are tailored to the needs of each client rather than forcing every business into the same package.
Absolutely. Starting with organized books can save considerable time and frustration later.
I can help new business owners establish practical bookkeeping processes and develop good financial record-keeping habits from the beginning.
Yes. Catch-up and clean-up bookkeeping is available for businesses that have fallen behind or need help getting their records organized.
We'll determine what needs to be corrected or completed and develop a practical plan for getting your books back on track.
Beth's Books and Taxes primarily supports clients using QuickBooks Online and Sage 50 Accounting.
Whether you're already using accounting software or need help getting started, we can discuss your current setup and determine the best approach for your bookkeeping needs.
If you're considering changing accounting software, I'll also help you understand your options before you make the switch.
Yes. Payroll support is available to help keep employee payroll accurate, timely and properly documented.
Services can include payroll processing, payroll record maintenance, remittance tracking and year-end payroll preparation.
Yes. Beth's Books and Taxes provides personal income tax preparation with an emphasis on careful preparation, clear communication and straightforward explanations throughout the process.
Yes. Small business tax preparation is available, with the added advantage of bookkeeping knowledge behind the numbers.
Good tax preparation begins with good financial records, so having bookkeeping and tax support working together can make the process considerably smoother.
Every client and business has different needs, so pricing is based on the services and level of support required.
Contact Beth's Books and Taxes to discuss what you need and receive a personalized quote.
No. Beth's Books and Taxes is based in Hamilton, Ontario, but many bookkeeping and tax services can be provided electronically.
We'll discuss what arrangement makes the most sense for your situation.
Please do not send sensitive financial information, passwords, Social Insurance Numbers, banking credentials or tax documents through the general website contact form or ordinary email unless specifically instructed to do so.
Clients will be provided with appropriate instructions for securely exchanging sensitive documents and information.
We'll start with a conversation about what you need, your current situation and the services that may be appropriate.
If we decide to work together, I'll explain the onboarding process, what information is required and what you can expect next. A client relationship begins only after the appropriate onboarding and service agreements have been completed.
I understand both sides of the ledger.
Along with bookkeeping and accounting experience and formal training, I spent 14 years running my own service business. I understand that behind every financial statement is a business owner making real decisions about something they've worked hard to build.
My goal is to provide more than accurate numbers—it's to provide clear information, dependable support and a genuine partnership in your success.