What do you need help with?
Pick the situation that sounds most like yours. We will point you to the services that fit, and where to begin.
"I need my books done every month"
Recommended
Bookkeeping, bank reconciliation, GST tracking, monthly reports.
"I'm behind"
Recommended
Cleanup & Catch-Up, GST catch-up, corporate tax catch-up, CRA notice support.
"I need to file corporate tax"
Recommended
Corporate tax, year-end bookkeeping, financial statement preparation.
"I have employees"
Recommended
Payroll, remittances, T4s, bookkeeping, year-end support.
"CRA sent me something"
Recommended
CRA notice support, records organization, filing catch-up.
"I don't understand my numbers"
Recommended
CFO advisory, management reporting, cash-flow review.
How the services differ
Each service solves a different problem. Here is what each one is best for, and what we actually do.
| Service | Best for | What Numble does | Often paired with |
|---|---|---|---|
| Bookkeeping | Businesses that want monthly books kept current | Categorize transactions, reconcile accounts, review expenses, prepare reports | GST, payroll, corporate tax |
| GST Filing | Businesses registered for GST, or behind on GST | Track GST collected and paid, organize input tax credits, prepare filings | Bookkeeping, cleanup |
| Corporate Tax | Incorporated businesses with year-end filings | Prepare year-end records, support T2 filing, review shareholder accounts | Bookkeeping, year-end cleanup |
| Payroll | Businesses with employees | Process payroll, remittances, T4s, and employee records | Bookkeeping, corporate tax |
| CRA Support | Businesses with letters, requests, or notices | Interpret requests, gather documents, prepare responses | Cleanup, tax filing |
| CFO Advisory | Owners who want better financial decisions | Cash-flow review, reporting, pricing, and planning | Bookkeeping, reporting |
| Bank Reconciliation | Businesses whose books no longer match the bank | Reconcile accounts, fix duplicates, clear old balances, rebuild a reliable file | Bookkeeping, cleanup |
| Cloud Accounting | New businesses, or files that need a proper setup | Set up QuickBooks, chart of accounts, bank feeds, GST, receipts, and reporting | Bookkeeping, GST |
Find the service that fits
Not sure if a service applies to you? Each one below starts with how to tell.
Bookkeeping
You probably need this if
- You are guessing how profitable the business is
- Bank reconciliation is not happening monthly
- Your books are only touched at tax time
- You are spending evenings categorizing receipts
What's included
- Bank and credit card reconciliation
- Transaction categorization
- Monthly financial reports
- Organized expense records
- Year-end-ready records
Pairs with GST Payroll Corporate tax
Learn more →
GST Filing
You probably need this if
- You are registered for GST and filing feels like guesswork
- You are behind on one or more GST periods
- Input tax credits are not being tracked
- You want GST numbers ready before the deadline
What's included
- GST collected and paid reviewed
- Input tax credits organized
- Filing-ready GST numbers
- Better future GST tracking
Pairs with Bookkeeping Cleanup
Learn more →
Corporate Tax
You probably need this if
- Your corporation has a year-end filing coming up
- The books need tidying before the return
- You are unsure about shareholder accounts
- You want it handled without last-minute stress
What's included
- Year-end bookkeeping reviewed
- Financial statements prepared or organized
- Filing information ready
- Shareholder loan and account review where applicable
Pairs with Bookkeeping Year-end cleanup
Learn more →
Payroll
You probably need this if
- You have employees, or are about to
- Source deductions and remittances feel uncertain
- T4 season is stressful
- You want payroll records kept clean year-round
What's included
- Payroll processed
- Source deductions tracked
- Remittances handled or prepared
- T4s prepared
- Employee payroll records maintained
Pairs with Bookkeeping Corporate tax
Learn more →
CRA Support
You probably need this if
- You received a letter, request, or notice
- You are unsure what the CRA is asking for
- You need documents gathered and a response prepared
- You want a calm, organized next step
What's included
- CRA request clarified
- Documents gathered
- Response package prepared
- Next-step plan explained
Pairs with Cleanup Tax filing
Learn more →
CFO Advisory
You probably need this if
- You do not fully understand your numbers
- Cash flow is hard to predict
- You are making pricing or growth decisions blind
- You want regular reporting you can act on
What's included
- Cash-flow review
- Management reporting
- Pricing and planning support
- Regular advisory meetings
Pairs with Bookkeeping Reporting
Learn more →
Bank Reconciliation & Cleanup
You probably need this if
- Your books do not match your actual bank balance
- Accounts have not been reconciled in months
- You have duplicate or miscategorized transactions
- Your reports cannot be trusted
What's included
- Bank and credit card reconciliation
- Duplicate and old-balance cleanup
- Transfer and loan payment fixes
- A reliable file for ongoing bookkeeping
Pairs with Bookkeeping Cleanup Corporate tax
Learn more →
Cloud Accounting Setup
You probably need this if
- You are setting up a new business or new software
- You are moving from spreadsheets or desktop software
- Your QuickBooks file is confusing or hard to trust
- Bank feeds or GST are not set up properly
What's included
- QuickBooks or cloud accounting setup
- Chart of accounts, bank feeds, and GST codes
- Receipt and reporting workflow
- Training and handoff
Pairs with Bookkeeping GST Payroll
Learn more →Behind on your books or filings? This is our specialty.
Most businesses come to us behind on something: months of bookkeeping, an unfiled GST or corporate return, accounts that no longer match the bank, or CRA letters that have piled up. Catching businesses up is the work we are asked for most, and the work we do best.
This sounds like you if:
- You are months, or years, behind on bookkeeping
- GST or corporate tax filings are past due
- Your books no longer match the bank
- CRA mail is piling up and needs a calm response
What we usually need to get started
You do not need everything ready to reach out. This is just what is helpful, by service.
| Service | Helpful starting documents |
|---|---|
| Bookkeeping | Bank access or statements, credit card statements, accounting software access, receipts |
| GST | Sales records, expense records, prior GST filings, CRA account details |
| Corporate Tax | Prior return, bookkeeping file, bank statements, asset purchases, shareholder info |
| Payroll | Employee details, pay rates, CRA payroll account, prior remittances |
| Cleanup | Whatever records you have. Even incomplete records are enough to start |
| CRA Support | CRA letters, notices, account statements, prior filings |
Not sure which service fits?
Tell us what is going on: current books, behind books, GST, payroll, CRA mail, corporate tax, or just general confusion, and we will point you to the right starting place.