BookkeeperlyPro Remote Bookkeeping FAQ

BookkeeperlyPro delivers comprehensive remote bookkeeping solutions including bank reconciliation, expense categorization, accounts payable and receivable tracking, and monthly financial reports tailored to Canadian small businesses.

Begin by requesting a free introductory call via our website. After discussing your needs, we set up a secure connection to your accounting software and outline a plan that fits your workflow.

We use industry-standard encryption and multi-factor authentication. Your data is stored on secure servers in Canada and accessed only by authorized team members.

Yes. Our team can handle bookkeeping in CAD and USD, ensuring accurate categorization and consolidated reporting across different accounts.

We integrate with popular platforms via secure API connections. You grant view-only access so we can sync transactions and generate reports without risk to your primary system.

You’ll receive monthly statements by default, and we can provide interim progress snapshots on demand so you always stay informed.

We offer flexible subscription tiers based on transaction volume and reporting frequency, and a pay-as-you-go option for seasonal or project-based needs.

Choose from email, secure messaging within our portal, or scheduled video consultations. We aim to respond to all inquiries within one business day.

Our subscriptions are month-to-month with no extended commitments. You may adjust your plan or pause services as your business needs change.

We compile detailed year-end summaries and work alongside your tax professional to ensure all figures are reconciled and ready for filing.

We serve a wide range of service-based and product-based businesses including consultancies, e-commerce shops, freelancers and agencies across Canada.