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Some Benefits of Regular Bookkeeping


  • Informed decision making regarding profitability
  • Focus restored to day-to-day business operations
  • Improved Cash Flow Management
  • Taxes are filed on time
  • Reduced Tax Liabilities - Comply with Provincial and Federal Laws
  • CRA Audits run smoothly
  • Reduced stress
Certified QuickBooks Online Proadvisor logo

Certified QuickBooks Online Proadvisor

FreshBooks Certified logo

FreshBooks Certified

Member IPBC logo

Member IPBC (Institute of Professional Bookkeepers of Canada)

Knowledge Bureau logo

Certified Bookkeeping Practitioner

What Our Clients are Saying

ABOUT

Charity

Non-for-profit

Service Business

What we do

We provide exceptional service to businesses and various organizations in the Greater Toronto Area (GTA). We have been providing personalized, professional bookkeeping services for over 5 years to satisfied clients - they can trust us to do it right the first time.

Our staff members are professionally trained to handle all your bookkeeping needs - from filing GST/HST returns to reconciling your banking and credit statements. We care about the success of your business. Our goal is to empower business owners to be in control of their finances with the knowledge and assurance that all reporting is done accurately and according to General Accepted Accounting Principles (GAAP).

What we do for you

McLean Financial Services' mandate is service through understanding. We want to learn and grow with your company. We can provide financial information to business owners to help them make sound business decisions that results in success. We encourage our clients to be aware of their bottom line (i.e. revenue vs expenses, operation within budget, business earning power, etc.) and provide the knowledge necessary for them to continue increasing it.

We at McLean Financial Services understand each business has unique needs and follows a distinctive business model, as we grow with your company we will continue to offer personalized bookkeeping packages to offer the ideal level of service to meet your specific needs.

Our goal is to give you the information you need to make the best decisions for your company and open up your time to make the best use of this knowledge.

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Bookkeeping Services

Services Offered

  • Record sales and customer receipts
  • Record Donation Receipts
  • Sorting and Filing of receipts/invoices
  • Generate Journal Entries
  • Record vendor/supplier invoices and payments
  • Record other cash disbursements
  • Reconcile bank and credit statements
  • Reconcile balance sheet accounts
  • Prepare GST/HST returns
  • Prepare/maintain payroll earnings record
  • Prepare Source Deduction remittances
  • Prepare T4's and T4 Summary
  • Prepare paystubs
  • Onsite and offsite services available

To assist us to help you choose the right package ask yourself the following

  • What is the number of bank statements or bank accounts that the business has?
  • What is the frequency of service required?
  • What is the average number of transactions per month?
  • How many employees are on payroll (include the owner)?
  • What is the number of subcontractors to be issued T4A?

Contact us today to receive a free, no obligation consultation or quote.

We want to work with you to find the perfect fit of our services for your needs.

Packages

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Bookkeeping FAQs - McLean Financial Services

1. What does McLean Financial Services do under bookkeeping service?

We offer complete bookkeeping services such as making of sales, organizing of invoices, reconciliation of bank and credit accounts, creation of entries in diaries, preparation of GST/HST balance statements, processing of payslips and so on. We have an objective to provide you with the correct and latest financial data so that you make right business decisions.

2. What would be the importance of having regular bookkeeping to my business?

Periodic keeping of books fulfills these objectives: tax compliance, better cash flow management, stress reduction and rational decision-making. It also aids your business to stay within the law of CRA and also simplifies the audit.

3. Do you have your bookkeeping services that are specific in terms of business origin?

Yes. Our focus is to work with charities, non-profits, and services-oriented organizations in the GTA and Mississauga. Our bookkeeping packages are tailored according to the requirements of your organization.

4. What do I do to be utilized by McLean Financial Services?

Just call us and ask to get a free non-commissions consultation. We will inquire about the size of your business, number of accounts you have access to, transactions you make, and pay roll requirement in order to advise you on the best package of services to afford.

5. Do you develop cooperations with accountants or tax professionals?

Absolutely. We liaise closely with your accountant so as to maintain great communication and to make your financial records up to date and help in year end reporting or in preparation of taxes.

6. Do you have CRA related bookkeeping problems or unfiled returns?

Yes, we have the experience to help clients with CRA problems, and unfiled returns. Our experienced certified professionals assist in organizing your records and make sure that it is federal and provincial regulation compliant.

7. Are your bookkeepers qualified?

Yes. Our staff is also certified experts who are QuickBooks Online ProAdvisors, FreshBooks Certified, and Institute of Professional Bookkeepers of Canada (IPBC).

8. Do you have onsite and offsite bookkeeping service to offer?

Yes, we do. We offer both onsite and off-site services that can suit your operation and preference.

9. And in what areas?

Our bookkeeping services are available to businesses and organizations in the Greater Toronto Area (GTA) including Mississauga and Ajax.

10. So how do your bookkeeping packages work?

Depending on the number of bank accounts, transactions, and payroll needs, as well as the frequency of service, our custom packages are prepared according to these factors. We will assist in your determination of what fits in your business during the consultation.

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