Bookkeeping & Financial Statement Preparation

Stay organized, compliant, and ready for tax time.

We provide complete bookkeeping and year-end financial statements that support your corporate and personal business filings.

Professional Bookkeeping for Canadian Businesses

Accurate bookkeeping is the foundation of every successful business — and essential for tax compliance with the Canada Revenue Agency (CRA).

At Tax Filing Office LLC, we offer full-cycle bookkeeping and financial statement preparation services for Canadian corporations, small businesses, and self-employed individuals. We ensure your books are accurate, your financials are clean, and your T2 or T1 returns are fully supported by CRA-compliant statements.

Whether you need monthly bookkeeping, catch-up cleanup, or year-end statement preparation, our experts make sure your finances tell the right story — every time.

Service Icon

Monthly Bookkeeping

Accurate transaction recording year-round

📄

Financial Statements

CRA-ready income statements and balance sheets

Reconciliation

Bank and account matching for accuracy

What's Included

Comprehensive bookkeeping and financial reporting services

Service Icon

Monthly & Quarterly Bookkeeping

We record all income, expenses, and transactions accurately throughout the year.

📄

Financial Statement Preparation

We prepare professional income statements, balance sheets, and trial balances for your CRA filings.

🏦

Bank & Credit Card Reconciliation

We ensure your bank accounts and credit cards match your books, eliminating discrepancies.

📋

Accounts Payable & Receivable Tracking

We manage invoices, bills, and customer payments to maintain smooth cash flow.

🔧

Year-End Adjustments & Cleanup

We perform final journal entries, reconciliations, and adjustments to close your books before filing.

💻

Software Setup & Integration

We set up or manage your QuickBooks, Xero, or Wave account to streamline bookkeeping and reporting.

Who This Service Is For

Bookkeeping solutions for all types of Canadian businesses

🏢

Corporations Filing T2

Accurate financials for corporate tax returns

Service Icon

Sole Proprietors & Self-Employed

T1 + T2125 return support

🏪

Small & Medium Businesses

No in-house accountants needed

🚀

Startups & Growing Companies

Professional bookkeeping from day one

📅

Behind on Records

CRA-audit-ready catch-up services

Financial Statements We Prepare

CRA-compliant statements to support your tax filings

Service Icon

Income Statement (Profit & Loss)

Revenue, expenses, and net income for the period

⚖️

Balance Sheet

Assets, liabilities, and equity snapshot

📋

Trial Balance

Detailed account balances verification

📑

GIFI Schedules (T2 Returns)

CRA standardized financial statement format

💰

Retained Earnings Statement

Corporate equity changes over time

🤝

Shareholder Loan Account

Tracking of shareholder advances and withdrawals

Our 4-Step Process

Streamlined workflow for accurate bookkeeping and financial reporting

Step 1

Bookkeeping Setup & Review

We assess your current books (or create them from scratch) and design a simple system tailored to your business.

Step 2

Monthly Transaction Recording

We track all income, expenses, and journal entries to keep your books accurate throughout the year.

Step 3

Reconciliation & Adjustment

We reconcile all accounts, correct discrepancies, and ensure CRA-aligned reporting.

Step 4

Year-End Financial Statement Preparation

We prepare professional financial statements for your tax filings — ready for T2 or T1 returns.

Required Documents

🏦 Bank and credit card statements
🧾 Invoices and receipts (sales and expenses)
👥 Payroll records (if applicable)
💰 Loan or asset purchase details
📁 Prior-year financials or trial balance
💻 Accounting software access (if in use)

Why Choose Tax Filing Office LLC

Service Icon Full-Service Accounting Support

From bookkeeping to tax filing — everything under one roof.

Service Icon CRA-Ready Accuracy

Every number reviewed for compliance and audit readiness.

💡 Customized for Your Business

Flexible bookkeeping solutions for any size or industry.

🔒 Secure Digital Workflow

Cloud-based document sharing and encrypted access.

📈 Tax-Focused Reporting

We align your books with your T2, T1, and GST/HST filing requirements.

Pricing Packages

Transparent pricing for bookkeeping and financial statement services

Monthly Bookkeeping

$149/month

Small businesses & startups

  • Monthly transaction recording
  • Bank and credit card reconciliation
  • Expense categorization
  • Accounts payable/receivable tracking
  • Monthly financial summary reports
  • Email support and consultation
Get Started
Most Popular

Quarterly Bookkeeping + Reporting

$299/quarter

Growing businesses

  • All monthly bookkeeping services
  • Quarterly financial statements (income statement, balance sheet)
  • Profit and loss analysis
  • GST/HST reconciliation support
  • Year-to-date reporting
  • Quarterly business review calls
  • Priority support
Get Started

Year-End Financial Statements

$499/year-end

For T2/T1 tax preparation

  • Complete year-end bookkeeping cleanup
  • Full financial statement preparation (income, balance sheet, trial balance)
  • GIFI schedule preparation (for T2 returns)
  • Year-end adjustments and journal entries
  • CRA-ready financial reports
  • Integration with T2 or T1 filing services
  • Retained earnings reconciliation
  • Shareholder loan and equity tracking
  • Dedicated year-end consultation
Get Started

💬 Add-ons available: catch-up bookkeeping, software setup, and CRA audit support.

Frequently Asked Questions

Common questions about bookkeeping and financial statements

Need professional bookkeeping and year-end financial statements?

Let our experts organize your books, prepare accurate reports, and keep your business CRA-compliant all year long.

TaxFilingOffice

Professional accounting services in Canada and the United States

Services

  • Tax Preparation
  • Financial Planning
  • Business Advisory
  • Bookkeeping

© 2026 TaxFilingOffice. All rights reserved.

Registered Professional Accounting Firm - Canada & United States

Version 1.1.1