Everyday transactions
Record and categorise business income and expenses using the supporting information you provide. We flag unclear transactions for your input instead of guessing what they represent.
02 / Bookkeeping services · Canada
Give your books a steady routine.
Receipts, invoices and bank activity can quickly compete with the work of running a business. Ultima Solutions helps businesses across Canada keep their records organised, reconcile their accounts and understand what still needs attention. We shape the work around your current records and day-to-day needs.
Let’s talk about bookkeepingThe work, in detail
Practical support.
Clear purpose.
We shape the scope around your business, your records and the work you want us to handle.
Bank and card reconciliations
Compare recorded activity with bank and credit-card statements. We investigate differences and keep a record of missing documents or transactions that require clarification.
Receivables and payables
Maintain visibility over customer invoices, supplier bills and recorded payments. Agreed summaries help you see which balances need follow-up and which records need updating.
Catch-up and clean-up
If the books have fallen behind, we first assess the periods involved and the records available. We then agree on a practical scope for bringing those records into order.
How we work together
A clear place to begin.
Understand the starting point
We review how you currently keep records, the accounts involved and any outstanding periods. This gives us a clear basis for the work.
Set a simple document routine
We agree on how you will provide invoices, receipts and statements, along with who will answer questions and approve any corrections.
Keep the work visible
We complete the agreed bookkeeping tasks and share a summary of progress, reconciliations and unresolved items for your review.
Your questions
A little more
clarity.
Here are a few things to know before we begin.
Can you help if my books are several months behind?
Yes. We can assess the backlog and discuss catch-up work. The scope depends on transaction volume, the condition of the books and the supporting documents available.
Do I need to change my bookkeeping software?
We start by discussing your existing setup. Any proposed change to software or working methods is considered with you before it forms part of the service.
Can bookkeeping be combined with other services?
Yes. Bookkeeping can sit alongside accounting and payroll support. We agree on each service's responsibilities so information is handed over clearly and tasks are not duplicated.
A conversation is a good place to start
Let’s find a workable rhythm for your books.
Tell us about your business, your current setup and the help you need. We’ll talk through the next step together.
Your contact at Ultima
Pratima Mehta
Accounting · Bookkeeping · Payroll
+1 250 486 7929 ultimasolutions7@gmail.comServing businesses across Canada