Monthly Bookkeeping

Bookkeeping made easy. FortBee’s services deliver accurate, reliable financial management, allowing you to concentrate on your core business.

Our Bookkeeping Checklist

Monthly bookkeeping is crucial because accurate records ensure your numbers reliably show where your business stands and where it's heading

Create a Reliable Financial Plan

With well-organized financial records, reviewing your income and expenses becomes easier—allowing you to build a precise budget that promotes financial stability, supports smart cash flow management, eliminates unnecessary spending, and guides future growth. Without up-to-date bookkeeping, budgeting becomes guesswork.

Clearer insight into cash flow

Cash is the lifeblood of your business. Without it, you can’t pay staff, purchase inventory, or keep operations running. Monthly bookkeeping helps you stay on top of your cash flow by tracking when and where money moves in and out, while a reliable bookkeeper ensures your receivables and payables are accurately recorded and categorized

Preparing your taxes will be effortless

When your books are updated monthly by our expert team, you’ll always have accurate financial records ready for your accountant or tax professional. This means faster, easier, and worry-free tax filing, without the last-minute rush.

Determine business targets

At FortBee, we know that while growth is every company’s goal, poor record-keeping can hold it back—accurate, well-maintained financial data is essential for setting clear, achievable business goals and driving real progress.

Deliver accurate results, every time, on time

Putting off your bookkeeping until the last minute can lead to costly mistakes, missed deadlines, and added stress, especially during tax season. Our monthly bookkeeping service keeps your records accurate, up-to-date, and fully CRA-compliant, helping you avoid penalties and stay confidently in control of your business finances.

What's involved in monthly bookkeeping?

1

At FortBee, we begin by understanding you and your business so we can identify where you need support and match you with the most relevant bookkeeping solutions. From there, we work diligently to earn your trust by managing your financial records with accuracy and care

2

Once you sign up with FortBee, you’ll be paired with a dedicated bookkeeper who will act as your main point of contact. They’ll work closely with you to securely access your financial records, review your transactions, and ensure your books are always accurate and up to date. And whenever you need support, you can easily reach out or schedule a meeting for personalized assistance

3

Sharing your receipts and financial documents is simple and secure. Once you're onboarded, we’ll guide you through the secure upload process using trusted cloud-sharing tools like Microsoft or Google Drive. This ensures your transaction records are organized, accessible, and ready for your bookkeeper to review. keeping everything efficient and audit-ready from day one.

How we streamline your monthly bookkeeping

Overview of Finances

We reconcile your books with your bank and credit card statements every month, making any necessary adjustments to keep your financial reports accurate and tax-season ready.

Account Reconciliation

We reconcile your books with your bank and credit card statements every month, making any necessary adjustments to keep your financial reports accurate and tax-season ready.

Daily Balances

With FortBee, you’ll have a clear overview of your linked bank and credit card balances — all in one place. Your dedicated bookkeeper will help you stay organized, so you can easily track your financial activity and make informed decisions without the hassle.

Monthly Reports

You’ll receive clear, organized financial reports (monthly, quarterly, or yearly) delivered directly to you. This makes it easy to track your business performance and stay prepared for tax season or strategic planning, all without digging through spreadsheets.

Payroll

You’ll receive organized payroll summaries and reports (monthly or yearly) so you can easily track payouts, generate T4s, and stay compliant with CRA regulations without the stress.

Tax Planning

You’ll receive easy-to-understand financial reports (monthly, quarterly, or yearly) delivered in a clear and organized format. This gives you a complete view of your business performance, helping you stay informed and ready for smart decision-making anytime.

Updating Your Financial Records

Our expert team can bring your records up to date (typically within 2 to 5 weeks) so you can move forward with confidence. Staying current not only reduces stress, but also helps you avoid costly penalties and stay compliant with CRA requirements.

Seeking accounting services?

Partnering with a trusted accountant can take your business further by helping you avoid costly financial mistakes. At FortBee, we’ll connect you with professionals who provide expert advice and handle your tax filing with confidence.