BOOKKEEPING & CLOUD ACCOUNTING
Organized books. A clearer view of your business.
Keep your financial records organized with bookkeeping and cloud accounting support from KKL CPA. Discuss your current setup, the work you need help with, and a routine that fits your business.
START WITH WHERE YOU ARE
What’s making your bookkeeping difficult?
You may be catching up on records, spending too much time on routine tasks, or trying to make better use of your accounting software. Tell us where you need support.
Your records are behind
Transactions and supporting documents have accumulated, and you need help assessing the work ahead.
Your information is hard to follow
You need a more organized starting point for reviewing your business finances.
The routine takes too much time
You want to discuss which bookkeeping tasks could be included in an ongoing engagement.
Your software needs a clearer process
You want to discuss how your accounting setup fits the way your business works.
HOW WE CAN HELP
Build a bookkeeping routine around your business.
KKL offers bookkeeping support based on your current records and agreed needs. We’ll clarify the tasks, responsibilities, and frequency of work before the engagement begins.
A
Transaction recording and organization
Support with recording business activity and organizing the information used in your books.
B
Account reconciliations
Review agreed accounts against supporting records and identify items needing clarification.
C
Catch-up bookkeeping
Assess outstanding periods and discuss the work required to bring records up to date.
D
Routine financial reporting
Prepare the financial reports included in your agreed scope and schedule.
CLOUD ACCOUNTING
Make your accounting tools
part of a clear working process.
Software works best when responsibilities and routines are understood. Tell us which tools you use and how information currently moves through your business so we can discuss appropriate support.
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Understand the current setup
Review which accounting tools you use and where you experience difficulties.
#
Clarify the workflow
Discuss how records are collected, questions are resolved, and work is reviewed.
#
Define responsibilities
Establish who provides information, who completes agreed tasks, and when.
GETTING STARTED
You don’t need a perfect starting point.
Whether you handle the books yourself or already work with a provider, start by explaining your current arrangement. We’ll discuss the information needed to assess the proposed work and any transition requirements.
01
Describe your current setup
Tell us about your business, accounting tools, records, and existing support.
02
Assess the work ahead
Identify outstanding periods, information gaps, and priorities for discussion.
03
Agree on the engagement
Confirm the proposed scope, fees, responsibilities, and timing.
04
Establish the routine
Arrange the appropriate access and document process, then begin the agreed work.
BUILDING THE FOUNDATION
Organized records support the conversations
that come next.
Your bookkeeping information provides a starting point for tax preparation, reporting, and business planning. Discuss related needs early so each service can be scoped appropriately.
A
Explain your needs
Bring organized financial information into your corporate tax preparation discussion.
B
GST and PST
Discuss the records and support relevant to your sales tax reporting needs.
C
Business advisory
Use your current financial information as a starting point for planning questions.
THE PEOPLE BEHIND YOUR SUPPORT
Work with a team that understands your routine.
Get to know the KKL team and their areas of focus. Clear communication about your business activity, records, and priorities helps establish a productive working relationship.
OUR LOCATIONS
Connect with us in Burnaby or Delta.
Find office details, plan your visit, or contact the KKL team to discuss your needs.
Burnaby office
Connect with our Burnaby office for accounting, tax, and business advisory inquiries.
Suite 370, 9940 Lougheed Highway
Burnaby, BC V3J 1N3
(604) 497-0105
Delta office
Contact our Delta office to discuss your accounting needs and arrange your next step.