Professional Bookkeeping Services for Your Business

Prepare your receipts and financial statements for tax time with our bookkeeping package. We are now booking cleanup services to help you get organized in QuickBooks Online.

Pernz Bookkeeping offers clear, organized bookkeeping and financial clarity for business growth.

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Professional Bookkeeping Services

A pencil and calculator on a handwritten general ledger sheet.

Bookkeeping Services

Creating a or downloading your chart of accounts, entering receipts into proper accounts and journal entries, accounts payable, accounts receivable, bank reconciliation and matching payments, preparation of financial reports, payroll journal entries, and tax reporting entries.

Financial Reporting

As part of our bookkeeping, I provide you with financial reports to show where your business is at and heading. This helps obtain business loans, with financial planning, see where you need to focus more, and prepare for the future of your business.

Business Services

Our business services help you with your correspondence, memos, reports, agendas, and minute and note transcription. I offer customized solutions tailored to your specific business needs.

Referral Bonuses

Know a business that needs expert, professional bookkeeping? Refer a business to me and when they have signed on you receive 10% of their monthly or clean up fees every month that they are a client of Pernz Bookkeeping. Example: If their fees are $500 per month, you receive $50 every month that they remain a client. (Bonuses are paid electronically by the 14th of the month after the client has paid their fees.)

Our Business Services

Compliance

Tax Ready: We specialize in providing bookkeeping services, including the preparation of bookkeeping documents and financial reporting for your tax preparer or accountant. We also offer basic personal, small business, and professional services tax returns. Our knowledge comes from extensive finance education and experience in customized bookkeeping services, with training from Thompson Rivers University and the University of the Fraser Valley, along with specialized training courses and software programs, supported by over 40 years of experience in clerical and local government positions.

Management

Bookkeeping services: Manage daily and monthly transactions, including reconciliations, provision of monthly, quarterly, and year-end reports, closing the books at year-end, and opening the books for the new year. Customized bookkeeping for Accounts Payable and Receivable includes providing invoicing services, receiving and processing payments, preparing deposits, and updating banking information. Clean-up Service: If you are behind in entering your receipts and reconciling your accounts, I can help you catch up and prepare for regular transaction recording. This is crucial for accurate financial reporting, ensuring you can file your taxes on time to eliminate penalties and interest, maintain precise records to secure potential lending options, and stay informed about your business's financial position, allowing you to focus on your business's needs.

Submitting Documents - Confidential and Trustworthy

Forms & Documents: Submission of online forms and documents can often be complicated, especially if you lack computer access at home. I offer customized bookkeeping services that include bringing my computer to you with internet access or meeting via telephone to assist you in completing essential documents such as government forms, homeowner grants, and property deferment. Some forms are legal documents that require your presence or acceptance of terms and conditions, so your consent and sometimes disclosure of information are necessary when completing these forms. Additionally, my financial reporting services include helping you understand the implications of these documents. Note: At-home location appointments are limited to the Lower Mainland/Fraser Valley area, and additional travel fees may apply.

Administration

Meetings: Agenda preparation, time stamping and editing meeting recordings, and transcribing meeting minutes are essential for effective communication. Correspondence: Our bookkeeping services include bulk mailing, mail merges, data entry, payment follow-up, meeting follow-up, and action reports to ensure everything is organized. Transcription: We specialize in transcribing podcasts, books, recordings, and business documents, providing customized bookkeeping solutions that aid in comprehensive financial reporting.

Quickbooks Online and Other Software

With access to Quickbooks Online, I provide customized bookkeeping services directly with your books virtually. Don't have Quickbooks? I can help you obtain Quickbooks Online to speed up access to your accounts, ultimately saving you more money. If you use other software, I can work with that through secure remote access to your computer or utilize the software's Accountant tool for efficient financial reporting.

About www.pernzbookkeeping.ca bookkeeping

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About Me

Customizable Services

Expert Service

Hi! I am Patricia Perna

I am a mother of three, and grandmother of one. I enjoy going for walks, running, and travelling to sunny destinations or cozy winter cabins. I am thrilled to put my experience to use helping small to medium sized businesses with their bookkeeping and administrative services.

Calculator and pencil on tax documents for personal tax credits and rates.

Expert Service

Customizable Services

Expert Service

I am an experienced bookkeeper and administrative assistant with over 40 years of experience and education in finance, clerical, meeting preparation, recording and transcription, and business communication. I know running a business is hard enough without worrying about the bookkeeping and communications. That's why I am here to help.

Person writing notes on a notepad beside a laptop with an orange background.

Customizable Services

I understand that every business has unique bookkeeping needs and that's why Pernz Bookkeeping offers customizable services to meet the specific requirements of each of our clients. I work closely with our clients to understand their needs and provide personalized solutions.

why choose pernz Bookkeeping?