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YOUR TRUSTED BOOKKEEPING PARTNER

ABOUT US

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Hi! I’m Allie Jones,

Not Your Average Bookkeeper.
 

When it comes to your finances, experience matters. With over seven years of experience in public accounting, including a management role at one of Canada's leading national CPA firms, I bring a unique perspective that goes beyond traditional bookkeeping.

Throughout my career, I worked directly alongside CPAs and business owners, managed a team of bookkeepers, and gained experience in every stage of the accounting cycle. In addition to providing full-cycle bookkeeping, I prepared year-end working papers, personal tax returns, and corporate tax returns. This hands-on experience means I understand exactly what accountants need at year-end and how accurate bookkeeping throughout the year can save time, reduce costly corrections, and often lower your year-end accounting fees.

As a QuickBooks Online ProAdvisor, I specialize in helping businesses transition to modern, cloud-based bookkeeping. Whether you're starting fresh, switching from another accounting software, or simply need help keeping your books current, I create organized, efficient systems that give you confidence in your financial information. My goal is to provide more than just bookkeeping—I want to give you clarity, peace of mind, and the freedom to focus on growing your business.

 

SERVICES

Bookkeeping Services

Ongoing bookkeeping services ensure your financial records are maintained, organized, and up to date so you always know where your business stands.

 

All clients are set up in advanced cloud accounting technology to create a streamlined, cloud-based system. This provides real-time financial reporting and simplifies receipt and document management, making the process efficient and paperless. You will receive financial statements each period & we will monitor margins and bring attention to variances.

 

We can liase with your accountant at year-end time, saving you time.

Clean-Up Services

If your books have fallen behind or feel disorganized, a clean-up service can help get everything back on track. This one-time service includes a thorough review and clean-up of your financial data to bring your books up to date.

We review past transactions, correct account classifications, reconcile accounts, and ensure balances are accurate so your financial reports can be relied on moving forward. The result is clean, organized books and a solid foundation for ongoing bookkeeping and tax preparation.

Software Conversion Services

Thinking about switching to QuickBooks Online but not sure where to start? We make the process simple and stress-free. We'll safely move your financial information from your current accounting software into QuickBooks Online and make sure everything is set up correctly from the beginning. This includes transferring your historical data, organizing your accounts, and checking that balances and reports match your previous system. The goal is a clean, accurate setup that makes managing your finances easier moving forward.

Having done hundreds of conversions, we will make this process easy and stress free.

Additional services available.

GET IN TOUCH

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