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.

Our clients are primarily real estate investors, Airbnb and short-term rental hosts, 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.

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.

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.

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.

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.

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.

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.

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.

Yes. For business owners who prefer to manage their own bookkeeping, we offer a library of Excel-based bookkeeping templates covering construction, rental properties, Airbnb, renovations, and more — giving you professional-grade tools without the full-service cost.

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.

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.