Bookkeeping & reports
Monthly bookkeeping, reconciliations and clear reports that help you understand the business—not just file the numbers.
View serviceFriendly back-office support from Surrey
Run the business. We’ll keep the back office moving.
BookWise brings your bookkeeping, payroll, invoicing and routine administration into one clear monthly system—without hiring another full-time office employee.
Canadian companyPlain-language scopeYou approve key decisions
✓Books organized
$Invoices moving
400+personal tax clients served across Canada
50+corporate clients supported with tax and bookkeeping
BookWise at a glance
An established financial-services practice, now bringing the same discipline to back-office support.
BookWise Bookkeeping Solutions Ltd. serves personal tax clients across Canada and owner-led businesses in Surrey and the Lower Mainland. Bookkeeping, corporate tax, payroll, invoicing and scheduled administration can be coordinated under one written scope.
What BookWise does
The work that usually follows you home—handled.
Choose a service to see exactly what is included, who it fits and where your approval stays central.
Payroll & records
Payroll preparation, employee records, ROEs, T4s and deadline tracking, with your approval built into the process.
View serviceInvoices & receivables
Professional customer invoices, payment tracking and respectful follow-ups so completed work turns into cash sooner.
View serviceAdmin & documents
Document filing, routine written correspondence and repeatable office processes that keep information easy to find.
View serviceTax & GST/HST
Personal and corporate tax preparation, GST/HST support and organized year-end information for a smoother filing season.
View serviceCRA & business support
CRA response assistance, filing reminders and agreed administrative support for growing owner-led businesses.
View serviceBuilt around a real workday
Your business moves fast. Your paperwork should keep up.
BookWise is designed for owners who are serving customers, managing teams or working in the field—not sitting behind a desk all day.
Construction & trades
Job paperwork, receipts and invoices stay organized while you focus on the worksite.
Cleaning & security
Time records, payroll, recurring invoices and compliance paperwork move on schedule.
Moving & field services
Crews stay on the road while BookWise keeps paperwork and customer follow-ups moving.
60-second health check
Is the back office quietly slowing your business down?
Choose every statement that is true today. No information is submitted or stored.
YOUR RESULT0/5
Select anything that sounds familiar.
Simple from day one
You don’t hand over control. You gain a process.
- 1ReviewWe find the tasks taking your time and the places where work gets stuck.
- 2AgreeYou receive a plain-language monthly scope, price and approval plan.
- 3Set upWe organize access, deadlines and a secure document flow.
- 4RunYou get updates and decisions—not a pile of unfinished office work.
No confusion about responsibility
A clear scope protects your time, budget and control.
Before work begins, we write down exactly what BookWise handles and which important decisions remain with you.
The recurring back-office work
- Bookkeeping and reconciliations
- Payroll preparation and records
- Invoicing and payment reminders
- Document organization
- Agreed routine written administration
The decisions that belong to you
- Payroll release
- Bank and vendor payments
- Tax and government filings
- Sensitive customer communications
- Any work outside the monthly scope
Clear access. Clear accountability.
Your information is sensitive. We treat it that way.
We agree on access, approvals, communication and the exact work before we begin. You keep ownership of your accounts, records and decisions.
KG
Led by Kashish GoelA Surrey-based bookkeeping and business-support professional working directly with owner-led companies.
Only the access needed
Permissions are limited to the work you authorize. Sensitive passwords should never be emailed.
Your approval stays central
Payroll, payments, filings and important communications follow agreed approval points.
Plain-language scope
You receive a written task list, delivery schedule and extra-work policy before you engage.
Visible monthly progress
Status reporting shows completed work, decisions needed and upcoming deadlines.
Straightforward starting points
Start with bookkeeping—or build a complete back office.
Choose a ready-made starting point or use the package builder to select only the services and workload you need.
Bookkeeping Essential
For a small business that wants accurate monthly books without ongoing administrative support.from$199/ month
plus GST
- Up to 75 monthly transactions
- Bank and credit-card reconciliation
- Monthly financial reports
- Year-end information prepared
Most popular
Back Office Starter
A defined starting package for an owner who needs core financial and administrative work to move reliably.from$537/ month
plus GST
- Up to 75 monthly transactions
- Up to 20 customer invoices
- 2 scheduled admin hours
- Recurring GST/HST return support
BookWise Complete
A coordinated monthly back office for a growing owner-led team.from$1,017/ month
plus GST
- Up to 200 monthly transactions
- Payroll for up to 3 employees
- Up to 50 customer invoices
- 5 scheduled admin hours
- Recurring GST/HST return support
Questions, answered plainly
Know what you’re agreeing to before you say yes.
A free review is a conversation—not a commitment.
Ask a different question →Do I lose control of my banking or payroll?
No. BookWise prepares and organizes the work within the access you approve. You remain the decision-maker, and payroll, payments and filings follow the approval points agreed during setup.
Do you replace my accountant?
Usually, no. We keep the day-to-day records and back-office work organized, then coordinate clean information for your tax preparer or accountant. If BookWise handles an agreed tax service, that service is documented separately.
Do I have to send passwords by email?
No. Passwords and sensitive records should not be emailed. We establish a secure access and document process during onboarding, use only the permissions needed, and remove access when the engagement ends.
What happens if I need more than my package includes?
We tell you before extra work begins. You can approve a one-time addition, move to a more suitable plan, or leave the additional work with your team. There should be no surprise invoice.
Can you clean up an existing backlog?
Yes, after a separate review. Historical bookkeeping, overdue filing and large document cleanups are quoted as projects so they do not consume the recurring monthly service.
Will I know what was completed?
Yes. Each package includes an agreed task schedule and status reporting. You see completed work, items waiting on you and upcoming deadlines—without having to chase for an update.
Complimentary back-office review