Transaction recording
Income and expenses recorded and categorized in the accounting system you already use.
Bookkeeping wherever you work
Virtual Monthly Bookkeeping Services for Canadian Businesses
Keep your books updated every month with professional remote bookkeeping support, accurate financial records, and reliable reporting, without hiring an in-house bookkeeper.
Professional support, every monthCurrent books. Clear decisions.
Remote supportWork from where you are
Monthly reconciliationAccounts matched to statements
Useful reportsKnow how the business is doing
Year-end readinessRecords stay organized
The service explained
What Is Virtual Monthly Bookkeeping?
Virtual monthly bookkeeping means a professional manages your business records remotely each month, working within the accounting system you already use.
Income and expenses are recorded, transactions are categorized, bank and credit card accounts are reconciled, and financial reports are prepared on a regular schedule. Receipts and supporting documents stay organized for year end.
Remote service changes where the work happens. It still gives your books the same careful, month-by-month attention you would expect from an on-site bookkeeper, with direct communication when questions arise.
What is included
Everything Your Books Need Each Month
A consistent monthly routine turns scattered financial activity into records you can actually use.
Bank reconciliation
Bank activity checked against statements so the balances in your books can be trusted.
Credit card reconciliation
Purchases, payments, and balances reviewed alongside your other accounts.
Monthly financial reports
Profit and loss, balance sheet, and cash flow insight prepared from current records.
Organized documents
Receipts and supporting records kept accessible for questions and year-end work.
Ongoing answers
Questions about transactions and reports addressed as the business changes.
A simple remote routine
How Virtual Bookkeeping Works Month to Month
We build the workflow around your existing accounts and a practical way to share documents.
Connect your records
We review your accounting system and bank feeds, then agree on a secure way to share receipts and supporting documents.
Review monthly activity
Transactions are recorded and categorized, and bank and credit card accounts are reconciled against statements.
Receive clear reports
At month end, you receive financial reports that show profit, financial position, and cash flow more clearly than a bank balance alone.
Keep the conversation open
We answer questions, make needed adjustments, and keep the records current as your business changes.
Your monthly numbers, explained wherever you work.
What changes for you
The Practical Value of Current Books
Regular bookkeeping gives you information while there is still time to act on it.
Know how the business is performing
Updated revenue, expense, and profit figures replace guesswork based on the bank balance.
Give time back to your business
Hand off recurring reconciliations, receipts, and transaction categorization to a professional.
Make year end easier
Records are maintained through the year, so tax preparation does not start with months of reconstruction.
Get support without another hire
Ongoing bookkeeping support does not require recruitment, payroll, or managing an internal role.
Virtual support tends to fit businesses that want professional bookkeeping without an on-site employee. If you are weighing both options, read our in-house vs outsourced bookkeeping comparison.
Built for active businesses
Who Is Virtual Monthly Bookkeeping For?
Remote monthly support can be shaped around how your business earns, spends, and reports.
Small business owners
Reliable records without adding an internal bookkeeping position.
Growing companies
Regular financial visibility as transaction volume and complexity increase.
Contractors and services
Job costs, materials, subcontractor payments, and multiple active projects kept organized.
Online businesses
Sales, platform fees, payout timing, and digital payment activity tracked clearly.
Records you can retrieve
Is Virtual Bookkeeping Secure and CRA Ready?
A remote workflow can keep your records organized and accessible when it is set up carefully.
CRA accepts business records kept in accessible and readable electronic formats, subject to its rules for electronic files and scanned paper documents. See CRA guidance on acceptable formats.
We agree on how documents are shared and what account access is needed for the work. The exact access method depends on your accounting platform and bank setup.
Pricing based on your business
How Much Does Virtual Monthly Bookkeeping Cost?
The work varies by business, so your monthly fee is confirmed after reviewing your setup.
Transaction volume, account count, reporting needs, and the current condition of your books all affect the scope. Our Bookkeeping Cost in Canada guide explains typical pricing factors.
What shapes your quote?
Monthly transactionsNumber of accountsBusiness complexityReporting requirementsPayroll or GST/HST needsAny cleanup required
Get a Customized Monthly Quote →A connected team
Why Work With AccTax?
AccTax is an Ontario-based accounting firm supporting businesses remotely, with offices in Kitchener, Waterloo, and Cambridge. Monthly bookkeeping stays connected to GST/HST and year-end tax work through the same team.
Monthly communicationQuestions and updates are addressed throughout the year.
Familiar systemsWe work within the accounting system your business already uses.
Connected year endCurrent bookkeeping gives tax preparation a clearer starting point.
Common questions
Virtual Monthly Bookkeeping FAQs
What is virtual monthly bookkeeping?
It is a remote service in which a bookkeeper records transactions, reconciles accounts, and prepares monthly reports without working at your location.
Is virtual bookkeeping secure?
It can be, when document sharing and account access are set up carefully. We agree on the access needed for the work and keep records in accessible formats.
Can a virtual bookkeeper access my bank account?
Bank feeds, statements, and permission settings vary by platform. We agree on the access needed for reconciliation during setup; moving funds is not part of ordinary bookkeeping work.
What does a virtual bookkeeper do every month?
Monthly work typically includes transaction categorization, bank and credit card reconciliation, expense tracking, and financial reports. Your exact scope is confirmed in your assessment.
How much does virtual monthly bookkeeping cost in Canada?
Pricing depends on transaction volume, account count, complexity, and reporting needs. See our Bookkeeping Cost in Canada guide for typical ranges and factors.
Is virtual bookkeeping suitable for small businesses?
Yes. It can give a small business regular, professional support without creating an in-house bookkeeping role.
Can you work with my current accounting software?
We start by reviewing the system you already use and build the workflow around it where practical. Any needed changes are discussed during setup.
A clear next step
Keep Your Books Current, Wherever You Work
Tell us how your business operates, and we will help you understand the monthly bookkeeping support it needs.