Periodic Bookkeeping
Transaction review and categorization, bank and credit card reconciliations, journal entries, general ledger review, financial statements, and supporting schedules.
Built for Canadian accounting firms
Back-office bookkeeping support that moves your firm forward.
Accountant-ready bookkeeping support that helps your firm increase capacity, reduce staffing pressure, and stay ahead—during tax season and throughout the year.
Accounting-firm focused
Secure remote workflow
Flexible engagement
More capacitywithout fixed payroll costs
Less backlogwith reliable overflow support
Faster reviewwith organized, consistent files
Flexible supportmonthly, seasonal, or project-based
Your behind-the-scenes partner
Bookkeeping support designed around the way accounting firms work.
LedgerNorth Accounting & Tax Services provides bookkeeping outsourcing services exclusively for Canadian accounting and bookkeeping firms.
We integrate into your existing workflow to help maintain, clean up, and prepare client bookkeeping records for internal review and year-end processes. Our role is deliberately behind the scenes—giving your team more capacity while your firm retains final review, professional judgment, tax filing, advisory, and client-facing responsibility.
Preparation, not public accounting
LedgerNorth Accounting & Tax Services is a specialized bookkeeping support provider, not a CPA firm. We do not provide tax filing, tax advice, audit, assurance, legal advice, or CRA representation.
Services
Flexible support, from monthly files to year-end readiness.
Engage LedgerNorth Accounting & Tax Services monthly, quarterly, seasonally, or for a specific project. Scope is confirmed before work begins.
Bookkeeping Cleanup
Historical transaction review, account and balance sheet cleanup, suspense account resolution, prior-period adjustment support, and file organization.
Catch-Up Bookkeeping
Multi-month bookkeeping updates, historical record organization, missing transaction review, and clear review packages for your accounting team.
Year-End Preparation
Accountant-ready working papers, reconciliation schedules, supporting document packages, review notes, and client information request lists.
GST/HST Support
GST/HST reconciliations, filing support schedules, working papers, and variance analysis—prepared for the accounting firm's final review and filing.
Seasonal Capacity Support
Tax-season assistance, overflow work, temporary capacity expansion, and dedicated resource arrangements when your workload peaks.
How it works
A clear workflow built to fit yours.
Every engagement begins with alignment on scope, access, deliverables, pricing, and timing.
Discovery Call
Discuss your firm's needs, software environment, workflow, and expectations.
Trial Engagement
Start with a small sample project to establish quality, communication, and workflow fit.
Production Work
Provide files and supporting documents through your firm's approved secure environment.
Internal Quality Review
We check the work for completeness, consistency, and clear review points before delivery.
Delivery
Receive completed files, supporting schedules, questions, and review notes for your firm's review.
Why Us
More than data entry. A reliable extension of your team.
We focus on the practical details that make outsourced support useful to partners, managers, and reviewers.
Primary software expertise
QuickBooks Online · QuickBooks Desktop
Other cloud accounting platforms may be supported based on firm requirements.
Canadian firm experience
An understanding of Canadian accounting firm workflows, reviewer expectations, GST/HST support, and year-end requirements.
Accountant-ready deliverables
Organized files, reconciliations, supporting schedules, questions, and review notes that help reduce review time.
Flexible capacity
Monthly, quarterly, seasonal, project-based, and ongoing support—without adding fixed payroll, benefits, recruitment, or training costs.
Confidential by design
Work is performed through firm-approved systems and secure workflows. Client data remains within the accounting firm's approved environment unless otherwise agreed in writing.
Clear scope and communication
Scope, pricing, expected deliverables, access, and timing are confirmed before work begins. Material changes are raised for approval.
Pricing
A quote shaped around the real condition of the file.
Pricing is customized based on file complexity, transaction volume, bookkeeping condition, record type, turnaround requirements, and engagement scope.
Request a customized quotationFrequently asked questions
A few helpful details before we begin.
No. LedgerNorth Accounting & Tax Services primarily supports accounting firms and bookkeeping firms behind the scenes.
No. Our focus is bookkeeping preparation, cleanup, reconciliation, and accountant-ready working paper support. Final tax preparation and filing remain with the accounting firm.
Our primary expertise is QuickBooks Online and QuickBooks Desktop. We may also work with other cloud accounting platforms depending on your firm's requirements.
Yes. Seasonal and overflow support are available, along with monthly, quarterly, project-based, and ongoing arrangements.
Yes. Confidentiality and secure data handling are fundamental to every engagement, and formal service agreements are available.
Pricing is confirmed before work begins and depends on transaction volume, record type, completeness, file condition, complexity, turnaround requirements, and scope.
Let's talk
Build capacity without building overhead.
Tell us what your firm needs. We can discuss file volume, workflow, timing, and whether a trial engagement is the right place to start.
fenghua.lai@outlook.com
Serving accounting firms across Canada
Primary focus: Ontario and other Canadian provinces