An Extension of Your Office — Known or Behind the Scenes
Clean files. Accountant-ready. Every time.
Your clients aren't all the same — some do their own books, some have a bookkeeper, some need a recommendation from you, and some just need a push to do better.
What doesn't change: clean, accurate files with all the supporting documents, ready for you — that's what I prepare.
BC-based. Never outsourced offshore. All data processed and stored in Canada.
The Problem You Know Too Well
- Staff chasing down missing receipts, emailing clients for statements, playing phone tag and doing document management - time that should go toward billable work.
- Messy files creating bottlenecks and clogging capacity - eating into revenue
CRA doesn't accept "AI did it" as an answer. Accounting firms know AI is a tool — not a replacement for professional judgment. Clients believe their software does their books correctly, but they don't oversee it. We do. We review and correct what AI has produced to ensure accuracy, compliance, and consistency to support your firm's due diligence.
What Kelly J. Bookkeeping Can Do for Your Firm
Monthly Bookkeeping
- Bookkeeping Reconciliations
- GST/HST & BC PST reconciliations and filings
- Foreign Currency
- Document Management
Cleanup & Catchup
- Months or years behind - no problem
- Fix sales tax coding and duplicated entries
- CRA account review, reconciliation and filing catchup
- Clean file with year-end prep included
Year-End Prep
- AI oversight and review
- Review file for accuracy, completeness, and anomolies
- Organize supporting documentation
- Year-end notes to reduce surprises
- Secure transfer of accountant file
Tax Season Overflow
- Step in when your team is at capacity
- Free up staff time for increased tax work
- Whatever the file needs - no handholding required
- Need extra capacity during tax season? See our Tax Season Overflow Support service.
1-on-1 Training
- We train clients in their own bookkeeping file
- QBO | Xero | Wave | Sage | Excel
- Cleaner files mean more capacity for your firm
Supporting Documents & File Organization
- All source documents organized and filed
- Secure transfer via e-courier
- 100% Canadian - stored and processed in Canada.
What You Can Count On
✓ Accountant-ready files, every time
✓ Issues flagged before they become yours
✓ Your client relationship — protected
✓ Organized backup and supporting documentation
✓ Client-facing or fully behind the scenes
✓ Secure file transfer via e-courier
✓ Experienced AI and bookkeeping oversight
✓ Supports your firm's due diligence
✓ 100% Canadian — files stored and processed in Canada
✓ BC-based. Never outsourced offshore.
What Accounting Firms Say
★★★★★
"Kelly's work fits seamlessly into our firm's workflow. Files arrive clean, reconciled, and clearly documented — year-end and financial statement prep is much smoother. Her notes flag what matters. She understands what we need and includes it in every file. Her work helps prevent bottlenecks during busy season."
— Shivraj Gill, CPA
Google Review
★★★★★
"As a CPA in public practice, bookkeepers are a lifeline for my files. Kelly has repeatedly delivered the data that allows us to perform the most efficient engagements — very few adjustments needed. She provides backup on a snap of the fingers, is proactive, and easy to work with. The world needs more Kelly bookkeepers!"
— Claire Shawcross, CPA, CGA, LPA
SM Accounting Group, Google Review
Rated 5-Stars on Google by both clients and accounting firms.
Check out some client testimonials here or see them all for yourself on Google.
Kelly O'Toole, H.B. Comm
Kelly J. Bookkeeping - established in 2011
QBO Advanced ProAdvisor
QuickBooks | Xero | Wave | Sage | Excel
Serving small businesses across BC since 2011. I understand what accountants need and I build every file to meet those standards - not just close enough.
Let's Talk
No hard sell. Just a conversation to see if there's a fit.
BC-based. Never outsourced offshore. All data processed and stored in Canada.