Everyday bookkeeping
Record and categorise income, expenses, invoices and receipts in an agreed monthly bookkeeping workflow, with missing information flagged for review.
CANADA · CAD BOOKKEEPING SUPPORTCanadian business books.
Canadian business books.
Connected and organised.
Monthly bookkeeping and reporting support for Canadian businesses, plus white-label capacity for accounting firms. Keep transactions organised, accounts reconciled and year-end records ready for your accountant’s review.
A clearer month-end
Records, brought togetherInvoices · receipts · statements
Accounts, reconciledTransactions · balances · open questions
Reports, ready to discussMonthly visibility · accountant handoff
A typical workflow. The exact scope and reporting schedule are agreed for your business.
YOUR BOOKKEEPING WORKFLOWEveryday records.
Everyday records.
A clearer view of the business.
Bank & card reconciliation
Match recorded activity to statements and flag missing entries, duplicates or unexplained differences for review.
Monthly reporting support
Receive agreed profit and loss, balance sheet and cash flow reports, with a plain-English summary of movements and open questions.
BUILT AROUND YOUR REQUIREMENTSFlexible tools.
Flexible tools.
Clear deliverables.
Choose bookkeeping support around your software, team and reporting needs. We agree the included work, review responsibilities and delivery schedule before starting.
QuickBooks Online & Xero
Bookkeeping support in QuickBooks Online and Xero, using the account structure and reporting workflow agreed for your business. Other software requirements can be assessed during onboarding.
Payroll preparation
Prepare payroll inputs, supporting schedules and reconciliation records around your agreed requirements. Approval, payment execution and jurisdiction-specific filing responsibilities are confirmed separately.
Tax-ready reporting
Organise financial reports, supporting records and schedules for your tax adviser’s review. Report formats, periods and any additional filing work are agreed as part of the scope.
BUILT AROUND YOUR BUSINESSWhat matters for
What matters for
Canada bookkeeping.
Bring to the first discussion
- Your business entity, province and the accountant responsible for tax treatment.
- CAD bank and card statements plus details of any USD or other foreign-currency accounts.
- Sales and purchase records, supporting receipts and the account categories already in use.
- Your approved record-storage location, access permissions and document-sharing requirements.
Agree the handoff you need
- An agreed account structure that keeps currencies and entities distinguishable.
- Bank and card reconciliation notes, including items requiring currency review.
- Organised source documents and transaction queries for your review.
- Profit and loss, balance sheet, cash flow and GST/HST tracking schedules prepared from agreed records for your Canadian accountant’s review. Tax treatment and filing are confirmed separately.
Agree the record location before access
A remote bookkeeping workflow should start with a conversation about where your business records are kept and who can access them. Ask your Canadian adviser to confirm the arrangement for your circumstances before granting access or transferring records.
CRA: record-keeping responsibilities A remote bookkeeping workflow should start with a conversation about where your business records are kept and who can access them. Ask your Canadian adviser to confirm the arrangement for your circumstances before granting access or transferring records.
FOR CANADIAN ACCOUNTING FIRMSMore capacity.
More capacity.
Your standards and client relationships.
White-label support
- Monthly client bookkeeping and write-up in your existing systems.
- Reconciliations and workpapers prepared against your review checklist.
- Named contacts, agreed communication windows and client contact only with your authorisation.
An engagement built around your firm
- Share the client portfolio, software, periods and volume needing support.
- Agree recurring capacity or a defined catch-up or peak-period assignment.
- Confirm fees, turnaround, reviewer responsibilities and confidentiality before onboarding.
Akshara provides offshore bookkeeping and preparation support from India. Your firm retains professional review, tax advice, filing decisions and sign-off.
CLEAR RESPONSIBILITIES FROM THE STARTFrom your setup
From your setup
to a shared working rhythm.
Understand your setup
Start with a discovery conversation about your business or firm, country, software, transaction volume and any backlog. Agree deliverables and fees before work begins.
Agree access & scope
Agree confidentiality, record location, named contacts and reporting dates. Use individual accountant invitations with only the access needed; do not share banking passwords.
Organise & reconcile
Address any agreed catch-up work, then record activity and reconcile accounts each month. Keep missing documents and unresolved items visible for your review.
Review & hand over
Review the monthly close, explain significant movements and share reports with your business or accountant. Agree deadlines around complete records and your review calendar.
WHAT TO EXPECTThe scope is agreed.
The scope is agreed.
The next step is clear.
Discuss bookkeeping support
- Transaction recording and source-document organisation.
- Bank and card account reconciliation.
- Catch-up work for a defined period, if required.
- Agreed reports and review notes for your business or local accountant.
Confirm separately
- Tax advice, return filing and statutory lodgements.
- Payroll approvals, payment execution and any required registrations or professional sign-off.
- Software migration, integrations or complex multi-currency work.
- Fees, reporting dates, permissions and communication availability.
Akshara’s team works remotely from India. This page describes support for businesses in Canada; it does not claim a local office, professional registration or a guaranteed tax outcome. Access, record storage and responsibilities are agreed before work starts.
USEFUL ANSWERS
Before you get started.
Does this include GST/HST return filing?
The service described is bookkeeping support. GST/HST registration, tax treatment and return filing are not assumed to be included; confirm any additional work and the responsible local adviser separately.
Can the workflow cover CAD and USD activity?
Tell us which currencies and accounts you use. The scope, software setup and exchange-rate review responsibilities need to be agreed before multi-currency work begins.
Do I need to share sensitive documents now?
No. Use the enquiry to describe your business and requirement. Do not attach records or share passwords. A suitable access and document-sharing process is agreed during onboarding.
How is the quote prepared?
The team needs to understand transaction volume, accounts, entities, periods outstanding, record quality and reporting requirements before confirming a scope and quote.
Can you help with bills, invoices and payroll records?
Yes. Accounts payable, receivables ageing and payroll journal entries from your payroll provider can be included in the agreed bookkeeping scope. Payment approvals and payroll execution remain separately assigned.
How will access to our records be managed?
Confidentiality terms, record location and access responsibilities are agreed before onboarding. Use individual accountant access, limit permissions to the assigned team and arrange access removal when the engagement ends. Never share banking passwords or sensitive records through this enquiry form.
START WITH THE SCOPETell us about
Tell us about
your business books.
Share your business country, accounting software and the period you need help with. No sensitive records are needed for the first conversation.