Business Details
Trusted Bookkeeping Services for Small Businesses in Waterloo
Books by Kristi is a professional bookkeeping service dedicated to supporting small and medium-sized businesses in the Waterloo Region. With nearly 30 years of experience, we specialize in delivering accurate and reliable accounting solutions tailored to the unique needs of entrepreneurs. Our services include day-to-day bookkeeping, tax preparation, payroll management, and personalized training to help clients maximize their accounting systems. We work closely with accountants and tax preparers to ensure seamless financial reporting and compliance.As a QuickBooks ProAdvisor and Cloud Advisor, we prioritize secure data transmission, client privacy, and clear communication. Our commitment to excellence is reflected in our guarantee of accuracy and our proactive approach to minimizing audit risks. We offer on-site training, free initial consultations, and year-round support to demystify financial data and empower business owners with actionable insights.
Services
Bookkeeping
Tax Preparation
QuickBooks Training
Payroll Management
Business Registration
Highlights and features
- Nearly 30 years of bookkeeping experience for reliable financial management
- QuickBooks-certified experts ensure efficient accounting system utilization
- Secure transmission of confidential business files to protect client data
- Free one-hour consultation for new customers with no obligation
- On-site training and setup to simplify complex financial reporting
Associations and certifications
- QuickBooks ProAdvisor
- QuickBooks Cloud Advisor
What people say
Accurate reports
Personalized training
Reliable audit support
Clear communication
Tax expertise
Services
Bookkeeping
Comprehensive day-to-day bookkeeping services including transaction entry, year-end reviews, and government remittances. We ensure accurate financial records for informed business decisions. Specializing in HST, payroll, and WSIB compliance management.
Tax Preparation
Personal, business, and corporate tax return preparation with seamless integration of bookkeeping data. We coordinate with accountants to ensure compliance and optimize tax-saving opportunities for small businesses.
QuickBooks Training
Customized training for QuickBooks setup, usage, and best practices. Designed for business owners and bookkeepers to maximize reporting efficiency and maintain accurate financial records independently.
Payroll Management
Complete payroll administration including employee payments, tax deductions, and government remittance compliance. We handle WSIB and payroll reporting requirements to minimize employer liabilities.
Business Registration
Guidance for new businesses including legal structure setup, government registration, and initial accounting system configuration. We streamline the process for entrepreneurs launching small or home-based businesses.
People
Kristi
Owner
With nearly 30 years of bookkeeping experience, Kristi specializes in accurate financial reporting and small business tax compliance. She provides personalized training and audit support to Waterloo Region entrepreneurs.
Questions
What services does Books by Kristi offer?
We provide bookkeeping, payroll management, tax preparation, QuickBooks training, and business registration services for small to medium businesses.
How experienced is Books by Kristi?
With nearly 30 years of experience, we specialize in accurate financial reporting and compliance solutions tailored to entrepreneurs' needs.
Do you work with local accountants?
Yes, we collaborate closely with accountants and tax preparers to ensure seamless financial reporting and tax filing processes.
What QuickBooks support do you provide?
As a QuickBooks ProAdvisor, we offer initial setup, training, and best practices guidance to optimize your accounting system.
How do you ensure data security?
We use secure transmission methods and maintain strict confidentiality protocols to protect all client financial information.
