OUR SERVICES
At Digital Progressive Bookkeeping, we specialize in turning messy books into clear financial success for trades and service businesses across South Vancouver Island. From improving cash flow to staying CRA-compliant, we ensure your business runs smoothly so you can focus on what matters most—your tools, your team, and your family. Explore our range of services designed to save you time, reduce stress, and put more money back in your pocket.
OUR SERVICES
General Bookkeeping
Managing your day-to-day finances shouldn’t feel like a full-time job. We handle the details so you can focus on running your business.
What’s Included:
- Accurate recording of all financial transactions.
- Monthly bank reconciliations to keep your accounts balanced.
- Expense categorization tailored to your business needs.
QuickBooks Support:
- Integration with QuickBooks Online for seamless tracking.
- Bank feeds setup to automate transaction imports.
- Categorization of expenses using custom QuickBooks rules.
- Real-time access to your financial data through the QuickBooks mobile app.
The Value:
- Eliminate costly bookkeeping errors.
- Gain clear insights into your finances.
- Spend more time on-site and less time sorting through receipts.
CRA Compliance and Audit Preparation
Avoid the stress of CRA penalties and audits with expert support tailored for trades businesses.
What’s Included:
- GST/PST filings.
- Corporate tax installments.
- T-5018 Statement of Contracted Earnings (sub-contractor filings).
- Payroll and WCB compliance.
- Environmental Levies and Handling Fees.
- Audit-ready recordkeeping that ensures compliance.
- Organized, accurate records prepared for any CRA inquiries.
QuickBooks Support:
- Generate detailed tax reports directly from QuickBooks.
- Automate GST/PST calculations and filings.
- Maintain audit-ready records with secure, cloud-based backups.
The Value:
- Save money by avoiding late fees and penalties.
- Stay compliant and ready for tax season.
- Gain peace of mind knowing your books are audit-ready.
Cash Flow Management
Healthy cash flow is the foundation of any successful business. We’ll help you stay ahead of financial fluctuations.
What’s Included:
- Cash flow analysis to identify trends and opportunities.
- Strategies to manage seasonal income and expenses.
- Custom tools for forecasting and budgeting.
QuickBooks Support:
- Use QuickBooks Cash Flow Planner to forecast income and expenses.
- Track overdue invoices and unpaid bills in QuickBooks.
- Visualize cash flow projections with intuitive QuickBooks dashboards.
The Value:
- Avoid cash flow shortages that disrupt your business.
- Plan smarter and make informed decisions.
- Reduce stress and keep your business running smoothly year-round.
Invoicing and Expense Tracking
Efficient invoicing and expense tracking save time and improve cash flow. We streamline these processes for you.
What’s Included:
- Automated invoicing solutions for faster payments.
- Receipt management systems that simplify tracking.
- Custom templates to fit your business needs.
QuickBooks Support:
- Create and send professional, branded invoices in QuickBooks.
- Use QuickBooks’ expense tracking features to categorize spending.
- Leverage QuickBooks Receipt Capture to scan and upload receipts directly.
- Set automated payment reminders to follow up on overdue invoices.
The Value:
- Get paid faster with accurate, professional invoicing.
- Stay organized and maintain a clear financial picture.
- Free yourself from tedious paperwork.
Financial Reporting
Clear financial reporting helps you make better decisions and track your business’s performance.
What’s Included:
- Profit and loss statements.
- Balance sheets and custom reports.
- Customized reports to meet your specific needs.
QuickBooks Support:
- Generate customized financial reports directly in QuickBooks.
- Use QuickBooks’ dashboards to track your business’s performance at a glance.
- Share detailed reports with stakeholders or your accountant in just a few clicks.
The Value:
- Increase profitability with actionable insights.
- Identify opportunities for growth and cost savings.
- Gain confidence in your business’s financial health.
Modern Digital Bookkeeping
Embrace a progressive approach to bookkeeping with the latest digital tools.
What’s Included:
- Expert setup and training for QuickBooks.
- Integration of cloud-based systems for seamless operation.
- Ongoing support to maximize your software’s potential.
- A note on AI: We leverage technology to improve speed and efficiency, but every transaction is reviewed and categorized by a real person.
QuickBooks Support:
- Setup of QuickBooks Online tailored to your business needs.
- Training for you and your team on how to use QuickBooks effectively.
- Support with third-party app integrations for expanded functionality (e.g., Dext, Hubdoc).
The Value:
- Save time and money with efficient digital systems.
- Future-proof your bookkeeping with modern technology.
- Enjoy the ease of digital bookkeeping combined with the confidence of expert oversight.
BOOKKEEPING PACKAGES
Basic Package
Starting at
$400/mos.
Monthly Bookkeeping Package includes:
Software: QBO Software Subscription
Categorization: Categorization of max 25 Transactions
Account Reconciliation: Bank Reconciliation of General Account
Tax: GST Quarterly/Annual Reporting and Submission
CRA Monitoring
Year End Preparation
Standard Package
Starting at
$700/mos.
Monthly Bookkeeping Package includes:
Everything in Basic Package
Categorization: Categorization of max 100 Transactions
Savings Account Reconciliation
Credit Card Reconciliation
Payroll: Bi-Weekly Payroll Service for Max 10 Employees
WCB Reporting
Expenses: Receipt Capturing Program
Premium Package
Starting at
$1200/mos.
Monthly Bookkeeping Package includes:
Everything in Standard Package
Categorization: Categorization of max 200 Transactions
Payroll: Bi-Weekly Payroll Service for Max 20 Employees
PST monthly Reporting and Submission
Other Government Levies Reporting and Submission
Payables: Accounts Payable – Max 25 Vendors
EFT Delegation
Management: Loan and Lease Management
Asset Management
Basic Package
Starting at
$400/mos.
Monthly Bookkeeping Package includes:
Software: QBO Software Subscription
Categorization: Categorization of max 25 Transactions
Account Reconciliation: Bank Reconciliation of General Account
Tax: GST Quarterly/Annual Reporting and Submission
CRA Monitoring
Year End Preparation
Standard Package
Starting at
$700/mos.
Monthly Bookkeeping Package includes:
Software: QBO Software Subscription
Categorization: Categorization of max 100 Transactions
Account Reconciliation: Bank Reconciliation of General Account
Savings Account Reconciliation
Credit Card Reconciliation
Payroll: Bi-Weekly Payroll Service for Max 10 Employees
WCB Reporting
Expenses: Receipt Capturing Program
Tax: GST Quarterly/Annual Reporting and Submission
CRA Monitoring
Year End Preparation
Premium Package
Starting at
$1200/mos.
Monthly Bookkeeping Package includes:
Software: QBO Software Subscription
Categorization: Categorization of max 200 Transactions
Account Reconciliation: Bank Reconciliation of General Account
Savings Account Reconciliation
Credit Card Reconciliation
Payroll: Bi-Weekly Payroll Service for Max 20 Employees
WCB Reporting
Expenses: Receipt Capturing Program
Tax: GST Quarterly/Annual Reporting and Submission
PST monthly Reporting and Submission
Other Government Levies Reporting and Submission
CRA Monitoring
Year End Preparation
Payables: Accounts Payable – Max 25 Vendors
EFT Delegation
Management: Loan and Lease Management
Asset Management
Client Expectations and Policies
Respect Deadlines
Why Choose Digital Progressive Bookkeeping?
Tailored Solutions: Every business is unique, and our services are customized to fit your needs.
Local Expertise: Based in Sooke, BC, we understand the specific challenges of trades and service businesses in South Vancouver Island.
Trusted Partner: With a focus on accuracy, reliability, and transparency, we’re here to help you succeed.
Certified QuickBooks ProAdvisor: Expert QuickBooks support tailored to your trades or service business.
Ready to Go From Mess to Success?
Let Digital Progressive Bookkeeping handle the details, so you can focus on what you do best.
Contact us today to schedule your free bookkeeping assessment and start building a stronger financial foundation for your business.