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Frequently Asked Questions

Everything you need to know before working with DLI Business Services.

What services does DLI Business Services provide?

We offer full-service bookkeeping for real estate investors, short-term rental (Airbnb) operators, rental property owners, trades and construction businesses, and incorporated small businesses. This includes monthly bookkeeping, financial statement preparation, GST/HST filing support, and QuickBooks Online (QBO) setup and cleanup.

Who do you typically work with?

We provide bookkeeping for all types of companies, but we specialize in real estate investors, Airbnb and short-term rental hosts, rent-to-own property owners, rental property owners, contractors and trades businesses, and incorporated small businesses. We work with both Canadian and US-based clients, so whether your properties or business operate on one side of the border or both, we can help.

Do you only work with incorporated businesses?

No. While many of our clients operate through corporations, we also support sole proprietors and individuals with rental or investment properties. We can advise on when incorporation makes sense as your portfolio or business grows.

What accounting software do you use?

We work exclusively in QuickBooks Online (QBO). If you're currently using a different platform, we can help migrate your books over and get everything set up correctly from day one.

I have properties or a business in the US, can you help?

Yes. We regularly work with clients who have Canadian and US tax and reporting requirements, including real estate held across the border. We'll make sure your books are set up to handle

the added complexity.

How does bookkeeping for real estate joint ventures work?

We have specific experience with real estate JV structures, rent-to-own arrangements, and flip

projects, including tracking costs through work-in-progress (WIP), allocating expenses between partners, and preparing books for sale or refinancing. If you're in a JV, we'll set up your books to reflect each partner's share correctly.

What's included in monthly bookkeeping?

Monthly bookkeeping typically includes transaction categorization, bank and credit card reconciliation, GST/HST tracking, financial statement preparation, and ongoing support for questions as they come up. Scope can be tailored depending on the complexity of your portfolio or business.

How do I get started?

Book a consultation with us so we can learn about your business or portfolio and recommend the right level of service. From there, we'll get you set up in QBO (or migrate your existing file), establish a monthly workflow, and take bookkeeping off your plate.

I'm currently working with another bookkeeper, can you take over?

Yes, switching is common and we make it as smooth as possible. We'll review your existing books, clean up anything that needs correcting, and transition you onto our systems with minimal disruption.

Do you offer DIY options if I want to do my own books?

Yes, for basic bookkeeping. If you're just getting started with a simple, single-property setup, we offer Excel-based templates and self-paced video courses covering construction, rental properties, Airbnb, and renovations, so you can confidently manage your own books. These resources are designed for beginners with straightforward books, not for complex or growing portfolios, and they don't include one-on-one training. If your books become more complicated or your portfolio grows, we're here to take full-service bookkeeping off your hands.


How is my financial information kept secure?

We use secure, cloud-based systems (QuickBooks Online and Google Workspace) with controlled access, so your financial data stays protected while remaining easy for you to access

when you need it.

How much does bookkeeping cost?

Pricing depends on the complexity and volume of your bookkeeping needs, such as number of properties, transaction volume, and whether you require US and Canadian reporting. Book a consultation and we'll provide a clear, customized quote.

Do I need to own my own document storage system?

Yes. We prefer that all clients maintain their own storage system, such as Sync.com, Google Drive, or Dropbox, for receipts, statements, and other financial documents, and then simply invite us in as a collaborator. This way you always retain full ownership and control of your files.

Still Have Questions?

Every business is different. If you didn't find the answer you're looking for, we'd be happy to discuss your bookkeeping needs and recommend the right solution for your business.

DLI Business Services provides expert bookkeeping, payroll, year-end preparation, and QBO setup for small businesses across Canada and the US. With over 30 years of experience, we help sole proprietors, corporations, and contractors keep their finances accurate, organized, and compliant.

Information

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Call Us

1 (403) 278-5831

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Address

Calgary, AB

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