Bookkeeping Packages for Small Businesses
Get on top of your financials with our professional monthly bookkeeping services. We’ll guarantee that your books are always up-to-date, giving you more control over cash flow and fewer late filing penalties in the process. So don’t hesitate – free yourself from daily paper shuffling and focus on what’s really important: growing your business!
Services Offered by Professional Bookkeepers
We offer six core service offerings to create the perfect bookkeeping package for your small to medium sized business.
Outsourced Bookkeeping
From invoice processing to bank reconciliation, we provide timely monthly reporting for optimal transparency so you manage finances with confidence.
Payroll Services
We get your people paid and handle your payroll tax filings so you never have to worry about falling behind or being surprised by unexpected taxes at the end of the year
Invoices & Collections
Take the stress out of revenue collection and get paid faster! We will manage everything - from creating invoices to tracking & collecting payments
Sales Tax Filing
Stay compliant with accurate, timely GST, PST, and HST filing from experienced professionals so you can focus on your business with complete peace of mind.
Audit Assistance
Get expert guidance and representation during CRA audits so you can navigate the process with confidence and peace of mind for the best possible end result.
QuickBooks Professional Advisors
Our certified team will keep your books accurate and under control — so you can focus on running your business.
Our Bookkeeping Package Process
Easy Steps To Find Your Solutions
01.
Initial Strategy Session
We start by looking at your business structure, accounts, compensation, and most recent tax returns to identify areas for improvement that we can help with.
02.
Monthly Accounting
We offer full cycle bookkeeping which includes reconciling books, processing invoices, receipts, payroll, routine transactions, as well as securely storing everything in the cloud drive - meaning you don't have to worry about potential data loss.
03.
Monthly Reports
Each month, you'll receive comprehensive financial reports including an income statement, a balance sheet and a cash flow statement for you to gain insights into the financial state of your business.
No hourly billing! Our approach provides the ultimate security and transparency in billing: no surprises.
All services are pre-quoted based on your individual needs, giving you greater peace of mind.
Our Reviews
What Our Clients Say
Posted on Google Kristi MaierTrustindex verifies that the original source of the review is Google. The team at Oakton is incredible, I honestly could not ask for a better accountant and bookkeeper. If you are looking for someone reliable, someone you can trust, and someone who really knows their stuff, this is the team to go with. Thank you for everything you do for us, we would be lost without Oakton Financial.Posted on Google Jon MTrustindex verifies that the original source of the review is Google. I’m very been in the Civil Construction business for 25 years and can say Kristina truly cares about her work and our business. Her knowledge and attention to detail has helped streamline our everyday business operations and allows for a more in depth look at our financial future.Posted on Google Mandy MortonTrustindex verifies that the original source of the review is Google. As a first year corporation, I honestly had no idea how much went into getting ready for tax season. Oakton Financial helped me get everything cleaned up, organized, and actually understandable. Through their Power of Good program, they took so much stress off my plate and made me feel supported the whole way through. Their help was honestly invaluable, and I’m so grateful I had them in my corner during my first year in business. Thank you, Oakton for this program and all of your support 🙏Posted on Google Mitesh ParekhTrustindex verifies that the original source of the review is Google. The team at Oakton has been excellent to work with. As a CPA firm, we appreciate their organized processes, timely communication, and high-quality work. They truly care about their clients and make our job much easier through their professionalism and consistency.Posted on Google chris gibsonTrustindex verifies that the original source of the review is Google. Oakton Financial has proven to be an outstanding bookkeeping company that has consistently gone above and beyond for our business. Professional, responsive, reliable, and always willing to help whenever needed. Highly recommend their services.Posted on Google Lyndsay DavisTrustindex verifies that the original source of the review is Google. Kristina has been fantastic to work with! She has taken great care of our books, and has been so easy to work with. Can't reccomend her enough!Posted on Google Rebecca HarveyTrustindex verifies that the original source of the review is Google. Effortless, professional 5-star bookkeeping that is always prompt and courteous. Oakton Financial makes it a breeze... and we are difficult clients! Kristina offers piece of mind. What a relief!Posted on Google Robert KawuliaTrustindex verifies that the original source of the review is Google. Kristina and her staff at oakton financial have been a god send to me and my small business. They have been so helpful in all aspects of book keeping and beyond. I was brand new at owning and running a business and it hasn’t been easy but oakton has been there for me every step of the way these past 4 yrs. And I’m so greatful. I highly recommend using this group for your book keeping needs because I would choose them over and over again Robert Kawulia’s Robz Consulting IncPosted on Google Meagan SiddallTrustindex verifies that the original source of the review is Google. Kristina is a pleasure to work with. She is very thorough, pays attention to details, and makes great recommendations on how to manage things. Kristina is very good at managing the books for our companies including inter-company transactions. I definitely recommend her services.Posted on Google Dave WilkinsonTrustindex verifies that the original source of the review is Google. Hello, Oakton Financial has done my books for years and I am very happy with them. Knowledge and being available are key to me. She is always available to my busy schedule and is just a treat to deal with. Thank you for the years of great support, trust and for just being there. Dave WilkinsonVerified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
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Need a Professional Bookkeeper? Make an Appointment Now
We offer bookkeeping services in Vancouver, New Westminster, Coquitlam and across the Lower Mainland. We also offer our services across Canada and in the USA