Small businesses and startups
Ongoing monthly or quarterly bookkeeping.
Bookkeeping · US & Canada
Small business bookkeeping, ready for tax time.
Cloud Accounting keeps the books for small businesses in the US and Canada: every transaction categorized, accounts reconciled monthly or quarterly, and financial statements you can use. We also catch up books that are behind, and hand them straight to your tax return.
Who it's for
Online sellers
Shopify, Amazon and Stripe payouts, fees and refunds matched to the bank.
Self-employed professionals
Clean records for Schedule C or form T2125.
Books that are behind
Months or years that never got done.
What you get
Every month or quarter
- Categorized transactionsEvery bank, card and payment-processor transaction.
- Reconciled accountsBalances matched to your statements.
- Financial statementsProfit and loss, and a balance sheet.
- A dedicated bookkeeperOne person who knows your books.
- Catch-up bookkeepingMissing months brought up to date.
- Tax-ready booksHanded straight to your business return.
Payroll and sales tax are not included unless your quote says so.
What it costs
Business in a Box$2,399/year$2,999
Bring your books and business taxes together with a dedicated bookkeeper.
- Everything in Tax and Compliance
- Dedicated bookkeeper
- Monthly financial statements
- Coordinated bookkeeping and taxes
- Estimated quarterly taxes
Quoted for youAfter your consultation
Catch-up work and Canadian businesses are quoted after your consultation.
Book a consultationPlan prices are annual, in USD. Government filing fees are extra.
How it works
- 01
Book a free call
Tell us about your accounts, sales channels and where the books stand.
- 02
Get a clear quote
The ongoing scope, any catch-up work, and the fee.
- 03
Connect your accounts
Share statements and access through the secure client portal.
- 04
Books closed every period
Reconciled books and financial statements, every month or quarter.
What to prepare
Bring what you have. Missing records can be part of the conversation.
- A list of bank accounts, cards, payment processors and stores.
- Statements for the period to be covered.
- Your current books or accounting software, if any.
- The last month that was fully reconciled.
Common questions
Short answers here. For your own situation, ask at a consultation.
Book a consultationCan you catch up books that are behind?
Yes. Tell us which periods are missing and what records exist. We quote the catch-up work, bring the books current, then keep them there.
Do you work with Shopify, Amazon and Stripe sellers?
Yes. We match store and marketplace payouts, fees and refunds to your bank deposits, so sales and costs are complete.
Is bookkeeping the same as tax preparation?
No. Bookkeeping keeps your records current all year; the tax return uses them once a year. Business in a Box includes both.
Guides on this topic
- Catching Up on Overdue Books Before a Tax Return Is Due
- Doing Your Own Books or Hiring a Bookkeeper
- Proving Self-Employed Income to a Lender
- Reconciling Sales, Payouts, and Form 1099-K
- Income Tax for Online and Marketplace Sellers
- Health Insurance Deductions for S Corporation and LLC Owners
Show all 45 guides
- S corporation reimbursements for home, phone and car
- Funding Your US Corporation From Abroad: Shares or Loan
- Behind on Payroll Taxes: Returns, Penalties and Liability
- Contractor or Employee? How to Fix Worker Status
- Payroll for Employees Who Work in Another State
- Hiring Your Children in Your Business: Tax Rules
- Late 1099s and W-2s: Filing and Penalty Relief
- Paying contractors abroad: forms and withholding
- How to Pay Yourself From an LLC
- S Corporation Owner Salary: How Much and How to Fix Past Years
- Setting up payroll for your first employee
- Catching Up on Sales Tax You Should Have Collected
- Filing Sales Tax Returns: Deadlines and Missed Returns
- Where You Have to Collect Sales Tax: Nexus Explained
- Business expenses paid personally, including a home office
- Catching Up on Overdue Books Before Your Return
- Doing Your Own Books or Hiring a Bookkeeper in Canada
- Getting a mortgage when you're paid by dividends
- US-dollar sales and marketplace payouts in Canadian books
- Year-end financial statements for a Canadian corporation
- How to Pay Yourself a Dividend from Your Corporation
- Paying Your Spouse or Children: Salary, Dividends and TOSI
- CRA Payroll Examinations and Worker Status Rulings
- Reporting Subcontractor Payments: T4A and T5018
- Running Payroll and Remitting Source Deductions in Canada
- Salary for maximum RRSP room and CPP
- Salary or dividends: paying yourself from a corporation
- Shareholder Loans: When They Are Taxable and How to Repay
- Charged the Wrong GST/HST Rate: Fix Invoices and Returns
- Do I Charge HST to US Customers? Export Rules Explained
- Doing Business in Québec From Another Province
- Filing GST/HST returns and claiming input tax credits
- GST/HST on commercial property: buying, renting and selling
- GST/HST on New Homes, Rentals, Assignments and Sales
- GST/HST reviews and audits: what the CRA checks
- Do you need to register for and charge PST?
- Do You Need to Register for GST/HST?
- Hiring an Employee Across the US–Canada Border
- Paying US Contractors from a Canadian Corporation
Official sources
- IRS: RecordkeepingGood records support financial statements and tax returns. The records required depend on the business and transaction.
- CRA: Keeping recordsOrganize accounting and financial records; requirements vary with the activity, entity, payroll, and tax accounts.
Use these for background; they do not replace advice on your situation. Links checked .