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Edmonton small business bookkeeping-looking after the "core" of your business Call: 780-640-8244
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On-Core Bookkeeping
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Professional Bookkeeping Services

Accuracy

Integrity

Flexibility

Call: 780-640-8244

Save time and money with good bookkeeping

Items to Bring

The following items are required to do your book keeping. You may not have all these items in your business but items marked by an * are mandatory.

  • All bank statements (*)
  • All cancelled cheques and/or cheque stubs (*)
  • Copy of incorporation documents (if this is your first year of business) (*)
  • Deposit books
  • All credit card statements (*)
  • If you are a home based business, please supply all:
    • Utility bills
    • Mortgage statement indicating the amount of interest paid
    • Property tax bill
    • Rent receipts or amount
    • Alarm or security system billings
    • Home telephone bills
    • Home internet bills
    • The square footage of your house (include your garage only if you use it for storage/usage of your business items.)
  • A listing of invoices that you have not yet been able to collect from your clients that are over 90 days old (and will likely not be able to collect).
  • If you carry inventory, a dollar amount of the value of that inventory.
  • A listing of all assets (if this is your fist year). Include items that were yours personally prior to using for the business. Include items such as:
    • Computer desk
    • Computer
    • Filing cabinets
    • Vehicles
    • Equipment
    • Sheds and /or storage units
  • If you have any loans, please include your financing documents. This includes any leases as well. This can include such items as:
    • Vehicle bills of sale
    • Vehicle financing
    • Line of credit statements/terms
    • Loans on equipment
    • Operating loads
  • If you have any leases, please indicate which items are leased
  • Prior year tax return for your business
  • All receipts from purchases.

These are the items you need to bring on your first visit to see us.

It is a good idea to get the below form also, so that you can easily record your home based expenses.

Home-Based-Business-Expenses.pdf

On-Core provides excellent accounting and bookkeeping services in Edmonton & Sherwood Park, including payroll, GST, accounts payable, year end reconciliations, financial statement preparation, tax planning, corporate and personal tax returns.
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Bookkeeping in Edmonton, Sherwood Park, Ardrossan, Ft Saskatchewan and surrounding areas

Accuracy and excellence in full cycle bookkeeping

Contact Us:

#205, 2 Athabascan Avenue
Sherwood Park, AB T8A 4E3
Phone: 780-640-8244

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