Accounting & Bookkeeping

At 4Point CPA, our accounting and bookkeeping services are designed to give business owners clarity, confidence, and time back to focus on what matters most: growing their business. We provide accurate financial records, reliable reporting, and CPA-level insight that supports decision-making as your business grows.  

 

Our services are customized to each business’ needs, which typically include:  

 

Full-service Bookkeeping  

• Initial set up and implementation of cloud-based tools 

• Monthly, quarterly, or yearly bookkeeping. 

• Bank and credit card reconciliations 

• Sales tax filings 

• Period end close and adjustment entries 

• Clean up or catch up for prior periods 

• On-going support and advisory 

 

Financial Statements & Reporting (including Compilations) 

• Monthly, quarterly, or yearly financial statements  

• Tailored management reports 

• Compilation engagements (notice to readers) 

 

4Point CPA utilizes leading cloud-based accounting tools to keep your records secure, accessible and up to date. This provides the flexibility we need to stay proactive in servicing your specific needs. 

 

Are you a not-for-profit organization? We have you covered.

Our team consists of CPAs with years of audit experience working with not-for-profit organizations. We can provide:  

 

• Full-service bookkeeping under the deferral or fund accounting method. 

• Year-end Compilation Engagement (Notice to Reader) 

• Other financial reports and disclosures for the board or other major stakeholders. 

 

Why 4Point CPA? 

Unlike many traditional bookkeeping firms, your books are handled by experienced Canadian CPAs. Bookkeeping may seem like a “check the box” task, but it feeds into all reporting requirements that have significant impacts on a business. 4Point CPA prepares your books with tax, compliance, and financial strategy in mind, not just historical record keeping. This results in efficiencies in the long run that save you money. 

 

Why do I need a CPA to do this? 

We understand that finding good accountants can be difficult. One of the reasons is that bookkeeping is not a regulated service by the CPA regulatory body. This means anyone can do it, but not everyone can do it well. Issues with bookkeeping often won’t reveal themselves right away, but over time on a cumulative basis. When it eventually becomes a problem, it can act as an anchor on your business; time-consuming and expensive to resolve. We believe in doing it right the first time, and our credentials are a testament to our ability to do that. Here at 4Point CPA, we believe your books should be a supporting pillar to your business, not an anchor that drags it down.  

 

Pricing & Frequency 

Bookkeeping is typically provided on a monthly basis, however, if your business is smaller and less complex, it may be better suited for quarterly support.  This can depend on factors such as transaction volume, number of accounts, and reporting needs. 

 

A Fully Integrated Approach 
Bundling services allows us to design your bookkeeping, payroll, and tax filings to work together from the start. This integrated approach leads to cleaner records, smoother filings, and fewer surprises while giving you a single, accountable team that understands your business end to end.