Accurate and timely bookkeeping is the foundation of a well-managed business. At Lepore & Company, we offer monthly and quarterly bookkeeping services to ensure your financial records are organized, compliant, and up to date. Whether you need regular tracking of income and expenses, bank reconciliation, or financial reporting, our professional bookkeeping services help you stay on top of your business finances with ease.
Why Monthly & Quarterly Bookkeeping is Essential
Regular bookkeeping allows businesses to:
- Stay financially organized – Avoid last-minute scrambling during tax season.
- Monitor cash flow – Ensure you have enough liquidity for business operations.
- Identify potential financial issues early – Catch discrepancies before they become costly mistakes.
- Ensure tax compliance – Keep accurate records for CRA audits and tax filing.
- Make informed business decisions – Get real-time insights into revenue, expenses, and profitability.
Our monthly and quarterly bookkeeping solutions are designed for small businesses, corporations, and self-employed professionals, ensuring financial accuracy while freeing up your time to focus on growing your business.
Our Monthly & Quarterly Bookkeeping Services
1. Accurate Recording of Financial Transactions
Every month or quarter, we accurately record and categorize all business transactions, including:
- 📌 Sales and revenue tracking.
- 📌 Expense categorization to identify cost-saving opportunities.
- 📌 Accounts payable and receivable management to keep track of invoices and payments.
This ensures that your financial records are up to date and ready for tax season or financial reporting.
2. Bank & Credit Card Reconciliation
Reconciliation ensures that your business records match your actual bank and credit card transactions. Our services include:
- Comparing financial records with bank statements.
- Identifying discrepancies and resolving errors.
- Detecting unauthorized transactions or fraud.
By reconciling your accounts monthly or quarterly, we help you avoid errors and keep your finances accurate.
3. Payroll Processing & Compliance
Managing employee payments and tax deductions can be complex. We handle:
- 📌 Payroll calculations and deductions (CPP, EI, and income tax).
- 📌 T4, T4A, and other payroll tax form preparation.
- 📌 Direct deposit payroll processing to ensure timely employee payments.
This ensures that your payroll is processed accurately and in compliance with CRA regulations.
4. GST/HST Filing & Remittance
If your business is registered for GST/HST, keeping track of sales tax can be challenging. We help by:
- Tracking taxable and non-taxable transactions.
- Preparing and filing GST/HST returns on time.
- Ensuring CRA compliance to avoid penalties.
Whether you file monthly, quarterly, or annually, we ensure your tax obligations are met accurately and on time.
5. Monthly & Quarterly Financial Statements
We generate essential financial reports to give you clear insights into your business performance, including:
- 📌 Profit & Loss Statements (Income Statements) – See how much you’re earning and spending.
- 📌 Balance Sheets – Understand your business’s financial position.
- 📌 Cash Flow Statements – Track money coming in and out of your business.
These reports help you analyze profitability, control expenses, and plan for growth.
Why Choose Lepore & Company for Bookkeeping?
- ✅ Experienced Chartered Professional Accountants – Over 30 years of expertise in bookkeeping and accounting.
- ✅ Custom Solutions for Your Business – Whether monthly or quarterly, we tailor our services to your needs.
- ✅ Cloud-Based & Traditional Bookkeeping – We work with QBO, QuickBooks, Sage, Wave, and Xero for seamless financial management.
- ✅ CRA-Compliant Record-Keeping – Ensuring your books are audit-ready and tax-compliant.
- ✅ Affordable & Scalable Services – Flexible plans that grow with your business.
Let us handle your bookkeeping so you can focus on running your business with confidence.
Get Reliable Monthly & Quarterly Bookkeeping Services Today!
Let Lepore & Company streamline your bookkeeping processes, ensuring your books are always accurate and ready for tax season.
Contact us today to learn more and get started!