March Madness: Why Keeping Organized is Easier Than Getting Organized
For many individual tax filers and business owners, “March Madness” is the frantic scramble to find missing receipts and fix failed…
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The Year-End Playbook:
Mastering Year-end and Tax Compliance for Canadian Small Businesses “Cash is king (or queen),” they say, and nowhere is that truer…
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Creating a Beautiful Year-End File
A Summary This article summarizes the series released in late December 2024 about creating a beautiful year-end file. For further details,…
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A Collaborative Checklist:
Sniff-Test Questions to Ask Your Bookkeeper About AP, AR, Banking, and Credit Cards. As a business owner, you rely on your…
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CPB IGNITE2025 Takeaways
CPB Ignite is my favourite industry conference of the year. It is an annual conference organized by the Certified Professional Bookkeepers…
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Summer Slowdowns: Your Perfect Excuse to Catch Up on Your Business Books!
Ah, summer. For many businesses, it brings a noticeable shift in pace. Client requests might slow down, key team members might…
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A Day in the Life of a Cloud Bookkeeper
The traditional image of a bookkeeper might involve stacks of paper and a cluttered desk–but for a cloud bookkeeper, the reality…
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Why Your Bookkeeper is Talking About Robots: AI Scams
I know, you’re probably thinking, “What’s my bookkeeper doing talking about AI?” But trust us, this isn’t some sci-fi tangent. It’s…
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Undocumented Consequences
A bookkeeping system, such as QuickBooks, is not the entirety of a business’ books and records. Your bookkeeping needs to be…
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What is a Certified Professional Bookkeeper (CPB)?
A Certified Professional Bookkeeper (CPB) is a recognized designation for bookkeeping professionals in Canada. This certification demonstrates a high level of…
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