Checkpoint Bookkeeping

Bookkeeping for BC small businesses.

I keep your books accurate and up to date, so you always know where the business stands.

Monthly close In progress
Bank accounts reconciled
Credit cards reconciled
Bills recorded
Invoices recorded
Month closed on schedule

What's included

Reconciliations

Every bank and credit card account matched to its statement.

Bills and invoices

Payables and receivables recorded and tracked.

Coding

Transactions categorized consistently, using the tax codes and tracking categories you set.

Monthly close

The period is reviewed and locked, with your accounting reports and a short open-items list ready to use.

Pricing

A flat monthly fee, set by the size of your books. No hourly billing.

Essential

$400 / month

  • Up to 100 transactions
  • 2 accounts

Growth

$600 / month

  • Up to 250 transactions
  • 4 accounts
  • Includes AP/AR recording

Premium

$850 / month

  • Up to 500 transactions
  • 6 accounts
  • Includes AP/AR recording
  • Priority close

One-time clean-up: a fixed fee, quoted after your diagnostic review. Monthly service starts once your books are clean.

How it works

1

Intro call

Free

A short conversation about your books and what you need.

2

Diagnostic review

$200

I review your books and give you a clear picture of where they stand. It costs $200. If you proceed with the engagement, the $200 is credited toward your clean-up or first month.

3

Engagement letter

Scope, fee and timelines in writing, signed before any work begins.

4

Connect your software

You invite me to your software as an accountant user.

5

Monthly close

Each month I collect your statements, reconcile, send any questions, and close the period on the schedule we agree.

Questions

Mainly QuickBooks Online or Xero. If you're not on either yet, I can recommend the setup that suits your business.

A flat monthly fee — see the pricing tiers above. I confirm your tier after the intro call and diagnostic, and it's written into your engagement letter.

Within two business days. The exact timelines, including busier months at the start of the year, are set out in your engagement letter.

Bookkeeping only. I don't prepare or file GST/PST, payroll or income tax returns, process payroll, or prepare financial statements. The full scope is set out in your engagement letter.

I'm Mohit Bains, a CPA based in South Surrey, BC. I work remotely, and I'm the person who answers your email and does your books.

Get in touch

Tell me a little about your business and I'll reply within two business days to set up a short intro call.

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