How We Work

Bookkeeping should make running your business easier—not give you one more thing to worry about.

Since 2003, Banking On It Bookkeeping has helped British Columbia businesses and non-profit organizations maintain accurate records, meet their obligations and arrive at year-end prepared.

We do more than enter transactions and make the numbers balance. We learn how your business operates, pay attention to the details and make sure your financial records provide a reliable picture of what is really happening in your business.

We pay attention

Accurate bookkeeping requires more than putting numbers into the right accounts. We watch for missing information, unusual transactions, approaching deadlines and anything else that may need a closer look.

When something doesn’t appear right, we ask questions. Addressing an issue when it first arises is almost always easier—and less expensive—than trying to untangle it months later.

We communicate clearly

You should never feel uncomfortable asking your bookkeeper a question. We explain what we need, why we need it and what it means for your business without burying the answer in accounting jargon.

Good bookkeeping is a partnership. We commit to keeping your work organized and moving forward, while relying on you to respond to requests and provide the information we need. Consistent communication helps us complete your bookkeeping efficiently and prevents unnecessary delays.

We keep your accountant in the loop

Your bookkeeper and accountant should be working from the same information and toward the same goal.

When needed, we communicate directly with your accountant or tax preparer to clarify questions, address concerns and help prevent surprises at year-end. We prepare organized, complete and easy-to-follow records so your accountant can spend less time sorting through the details and more time providing the professional advice you need.

We use secure, organized systems

We use secure digital tools to collect documents, communicate about outstanding items and keep information connected to the correct bookkeeping work.

These systems reduce misplaced paperwork, unanswered email chains and time spent searching for information that has already been provided. They also give customers a clear place to see what is needed and respond when it is convenient for them.

We respect the trust you place in us

Your financial records contain some of the most private and important information about your business. We treat that information with care and maintain strict confidentiality.

We know that behind every set of books is a real person who has invested time, money and a great deal of themselves into their business. Whether your organization is newly established or has been operating for decades, your work matters—and we treat it that way.

Looking for a bookkeeper who pays attention?

If our approach sounds like a good fit for you and your business, please visit our Getting Started page and complete the new-customer questionnaire. We would be happy to learn more about your bookkeeping needs.