Trusted Books & Records Precision and Trust for your financial records

Services

Bookkeeping, Payroll, GST/HST and Personal Tax Services

Trusted Books & Records provides monthly business bookkeeping, payroll support, HST filing, and accountant-ready year-end records. Personal income tax return preparation is available to new and existing clients, without a bookkeeping engagement. Corporate T2 returns are available only to established bookkeeping clients or businesses with an existing relationship with TBR, never as a standalone service. Scope and fees are confirmed before work begins. Fixed monthly pricing. You work directly with Alex. All services are remote. We currently serve all Canadian provinces and territories except Quebec, including British Columbia.

Service One

Monthly Bookkeeping

Who it is for: Solopreneurs and small businesses that are done managing their own books. Straightforward structures, 1 to 15 employees, $100k to $3M revenue.

What you get every month

  • Transaction categorization for all accounts
  • Bank and credit card reconciliation
  • Monthly financial statements: Profit & Loss, Balance Sheet, Cash Flow
  • Cloud access to your financials at any time
  • CRA compliance maintained on an ongoing basis
  • Review calls to walk through your numbers

HST filing and payroll are available as separate services, or bundled with your monthly package. At year-end, we prepare clean, accountant-ready records for your income-tax professional.

When to choose this

If you are making decisions on numbers that are weeks behind. If tax season is a scramble. If a lender asking for financials would send you into a weekend of spreadsheets.

Service Two

Tax-Ready Bookkeeping

Who it is for: Canadian small businesses that need clean, reconciled records their accountant can use to prepare an income-tax return.

Alex spent two years inside CRA as a Trust Account Examination Officer. That experience informs how records are organized, documented, and kept ready for CRA questions.

What we prepare

  • Year-end reconciliations and adjusting-entry support
  • Profit & Loss, Balance Sheet, and supporting ledgers
  • Source-document organization and audit-ready records
  • Bookkeeping cleanup for an accountant’s T1/T2125 or T2 preparation
  • HST/GST returns where included or separately engaged

Personal income tax return preparation is available to new and existing clients, without a bookkeeping engagement. Corporate T2 returns are available only to established bookkeeping clients or businesses with an existing relationship with TBR, never as a standalone service. Scope and fees are confirmed before work begins. We also prepare year-end records for your accountant or tax preparer where needed.

What we do not handle

We are not lawyers and we do not provide legal tax advice. For complex CRA disputes, audit defence, or situations requiring legal representation, we refer you to a qualified tax professional.

Service Three

Payroll Processing

Who it is for: Small businesses with 1 to 15 employees who want payroll handled correctly without managing it themselves.

Payroll is one of the highest-risk compliance areas for small businesses. Source deductions must be calculated correctly, remitted on schedule, and reported accurately at year-end.

What is included

  • Employee payroll processing on your schedule
  • Source deduction calculation — CPP, EI, and income tax
  • CRA remittances submitted on time
  • T4 slip preparation and filing at year-end
  • Record of Employment (ROE) when required
  • Direct deposit setup and management

Service Four

HST Returns

Who it is for: Businesses that need HST/GST filed accurately, on time, every time — with Input Tax Credits reviewed, not guessed.

Missing a deadline triggers automatic penalties under CRA section 280.1. We handle the filing so you never have to think about the deadline again.

What is included

  • Preparation of your HST/GST return
  • Input Tax Credit review and maximization
  • Accurate remittance calculation
  • CRA filing on or before your deadline
  • Documentation review to support ITC claims

What we do not handle: complex multi-province operations, international transactions, or situations requiring legal representation.

All bookkeeping packages include

Cloud-based access to your financials. Secure data handling. CRA compliance. No hidden fees. Software subscriptions (QuickBooks Online, Xero, Wave) are billed by the software vendor, not by us.

Need operational systems as well as the books?

Our sister company, Trusted AI Systems, builds custom AI agent systems and websites for Canadian businesses. If you want financial compliance and operational infrastructure through one trusted relationship, ask about combined engagement options during your consultation.

Book your free consultation

Personal Income Tax Return Preparation

New and existing clients are welcome. You do not need a bookkeeping package to have TBR prepare your personal income tax return. We serve all Canada remotely except Quebec, including British Columbia. Your return is reviewed and quoted before work begins.

Explore personal income tax preparation
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