Virtual Services

Accalia Accounting Ltd. proudly provides virtual (or online) bookkeeping, tax preparation and accounting services.

Some of the advantages of having a virtual bookkeeper are:

• We can be available and accessible to you no matter where you are - in your office, out in the field, on a business trip.
• Affordable fees as we don't have a storefront.
• We can communicate by email, phone, online or by remote access - you decide what style you are comfortable with.

How Does Virtual Bookkeeping Work?

If you think you would like Accalia Accounting to be youronlinevirtualbookkeeper, here is how our process works:

• Contact me to make an inquiry and we can exchange an email or two or connect on Skype. If you are in the Calgary area, we can meet in person. Once we've decided if we would be a good fit, I will send you a questionnaire to complete that tells me a bit about your business and your accounting needs.
• I will draw up an engagement letter, based on the information in your questionnaire, confirming the nature of our relationship and our respective obligations and responsibilities. I will email or fax the engagement letter for you to review, sign and email or fax back to me.
• I will email or fax consent forms for you to review, sign and email or fax back to me. These forms will allow me to communicate with CRA and your provincial tax authority on your behalf.
• When I receive your signed engagement letter, I will send you a list of documents I require to get started. You will use the list to gather your documents to send me for processing.
• You choose your method of delivering your source documents to me. There are many options:
  • Upload documents to my secure website
  • Use DropBox, box.com or other file transfer websites.
  • Send me your documents by courier or snail mail.
  • If you are in the Calgary area we can arrange to meet in person and I will take your documents with me and return them to you when I’m finished with them.

 As you will be submitting your documents online, you will need to purchase a scanner if you don't have one yet. I recommend sheetfed scanners over flatbed scanners as they save both space and time when you have multiple documents to scan at one time.

• Upon receiving your package, I will send you an invoice requesting a retainer prior to processing. The fee will have been discussed and agreed upon prior to this.
• I will complete the work as agreed and will deliver your finished product via your preferred method.

Depending on the services you require there may be some minor variations to the above process, however, the general concept of virtual services is that it’s all done electronically.

My Services

My preferred client is located in B.C. or Alberta and is a small business with 0 to 5 employees that currently uses:

• the shoebox method or spreadsheet method of bookkeeping; OR
• accounting software and is behind on their paperwork; OR
• the procrastination method and has received a CRA demand letter because you've never done any bookkeeping since starting your business or are behind in your filing; AND
• wants to catch up and stay on top of their business finances.

Is that you?

General Ledger Review

For work from home business owners doing their own books who want assurance, they are on the right track; I'll perform a high-level review of your general ledger to see if there are any obvious problems. You may choose to have me walk you through the problems and how to correct them.

If you are interested in using this service, send me an email from my contact form.

Remember to provide your phone number so I can call and speak with you.

Ask a Private Bookkeeping Question

Sometimes, you don't need a bookkeeper, you are doing fine on your own, but then you come across something new and unfamiliar to you. In situations like this, you may want to ask a bookkeeper (that's me!) a private question.

For a small fee, I will email you a private response within two business days. The response will be tailored to your specific question. Think of me as your own virtual bookkeeper available on call.

If I can't answer your question, you will receive a full refund. If you are not satisfied with the answer to your question, you will receive a full refund.