About Trusted Books & Records

Reliable Bookkeeping and Tax Services for Canadian Small Businesses

I'm Alex, and I bring a level of expertise to bookkeeping and tax preparation that most firms simply can't match.

MY BACKGROUND

As a former CRA employee, I understand compliance from the inside. I know what CRA looks for, how audits work, and how to keep your business protected.

As a QuickBooks instructor at the college level - and the person who rebuilt their QuickBooks curriculum - I don't

just use accounting software. I teach it professionally. That combination is rare.

Most bookkeepers learned their software in a certification course. I teach other people how to use it at a professional

level. Your books are in expert hands.

MY CREDENTIALS

- Former CRA employee (compliance expertise)

- QuickBooks instructor - college level

- QuickBooks course curriculum developer

- Certified Xero Partner

- Certified QuickBooks Partner

- TaxCycle/DoxCycle/TaxFolder certified

(same professional software used by established tax firms)

- 30+ years Canadian business operations experience

WHY I KEEP MY CLIENT LIST SMALL

I work with a maximum of 7 bookkeeping clients so I can provide the kind of personal, attentive service that larger

firms delegate to junior staff.

When you work with Trusted Books & Records, you work directly with me. Not a junior bookkeeper. Not offshore

staff. Me.

WHO I WORK WITH

Canadian small businesses:

- Revenue: $100k-$3M annually

- 1-15 employees (or solopreneurs)

- Industries: Retail, professional services, construction,

trades, consulting

- Location: Peterborough area and across Ontario (remote)

WHY MY PRICING MAKES SENSE

I charge more than offshore bookkeepers and less than CPA firms.

Here's why that's the right value for your business:

✓ Former CRA employee - I know what they look for

✓ QuickBooks instructor - expert level software knowledge

✓ Personal service - you work directly with me

✓ Professional tax infrastructure - same tools as

established firms

✓ Small client list - you get the attention you deserve

✓ Penetration pricing in Year 1 - locked in rates for loyal clients

I'm not the cheapest option. I'm the best value for business owners who want professional-grade bookkeeping

with personal service.

READY TO GET STARTED?

Book a free 30-minute consultation. I'll review your current bookkeeping situation and give you a clear,

fixed-price quote.

No obligation. No sales pressure.

Email: info@trustedbr.ca

Phone: 866-655-4544