Catch-up Bookkeeping
Get your books up to date quickly, accurately, and stress-free. We’ll get you caught up, no matter how far behind you are.
Historical Transaction Entry
Record and categorize all outstanding transactions.
Bank & Credit Card Reconciliations
Reconcile accounts to ensure accurate balances and identify any discrepancies.
HST/GST/PST Reconciliation
Reconcile and prepare sales tax returns for unfiled periods.
Payroll Reconciliation
Reconcile payroll entries with CRA remittances and payroll reports.
General Ledger Review
Review chart of accounts, identify and reclassify miscoded transactions, and review suspense/clearing accounts.
Financial Statements
Deliver clean, current financial reports ready for decision-making or tax filing.
Why Keeping Your Books Up To Date Matters for Canadian Businesses
When your books fall behind, everything from tax filing to financial decision-making becomes harder. That’s why catch-up bookkeeping is more than just a cleanup, it’s a reset. At Origin Accounting & Advisory LLP, we provide catch-up bookkeeping services tailored specifically for Canadian small and medium-sized businesses.
Regain Control and Reduce Stress
Outdated financials cause unnecessary stress and make it difficult to assess your company’s performance. Whether you’ve fallen behind due to a bad bookkeeper, staff turnover, or simply being too busy, our service helps you regain control. We’ll organize your records, fix inaccuracies, and ensure everything is up to date.
Designed for CRA Compliance
Our process focuses on compliance with Canadian tax and regulatory frameworks. That includes GST/HST/PST reconciliation, payroll review, and ensuring your records are accurate and complete in the eyes of the CRA. Our team of designated professionals apply accounting and regulatory requirements throughout the engagement, giving you peace of mind.
Built for Busy Entrepreneurs
We know you’ve got a business to run. That’s why our catch-up bookkeeping service is built to work around your schedule. After an initial assessment, we’ll create a timeline and process that minimizes disruption to your operations.
Get Clean Books, Fast
Once we’ve reviewed your historical records, we’ll handle everything from bank reconciliations to sales tax filings and trial balance adjustments. The result? Up-to-date, audit-ready financial statements that make it easier to move forward with confidence.
Integrate With Ongoing Services
After your books are cleaned up, we don’t leave you hanging. We can transition you into one of our monthly Scalable Bookkeeping or Fractional Controller service packages, ensuring you maintain clean, accurate records going forward. This makes us a long-term partner, not just a temporary fix.
Client-Centered Solutions
Catch-up bookkeeping is tailored to your company’s specific needs, whether it’s for tax filing, CRA audits, or potential investors. Our team of CPAs specialize in bookkeeping cleanups for businesses generating $2M to $25M in annual revenue.
Whether you’re behind by 6 months or 3 years, we’ll get your financials back on track – accurately, professionally, and without judgment.
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What our Clients Say
We were introduced to Origin as a firm that could help us through the maternity leave of a key admin and finance person in our 18-employee company. Over a series of meetings, we developed a format that would work for our situation and implemented shortly after.
The relationship has worked very well since, delivering on both the accounting and the advisory side. It has been much more than simply filling in for a leave employee, and when that employee returns, the efficiencies and organization that Origin has built into the role will allow her to work much more effectively. Origin is an innovative company that I can recommend without hesitation.Peter Sziklai
Owner and President, Tsawassen Collision Ltd.
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What our Clients Say
Matt and the Origin team have transformed our financial operations at Stevenson Industrial Refrigeration. From day one, they delivered comprehensive reporting, rolling cash-flow forecasts, and expert guidance, including leading the implementation of our new accounting system and enhanced reporting templates.
The processes they put in place quickly uncovered internal theft, and they navigated the bank’s financial requirements to facilitate our company buy-back. Thanks to their clear, actionable advice, we now enjoy real-time visibility into our pipeline, resources, and cash position.
I consider Origin a true partner in accounting and finance.Bob Stevenson
President and CEO, Stevenson Industrial Refrigeration Ltd.
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What our Clients Say
Origin Accounting has been a pleasure to work with. Since bringing them onboard to be our Fractional Controller in October of 2023, the business has been running smoother, cleaner and we have a clear outlook on our financial health, cash flow, and always know where we stand with our projects.
Owning a construction company can be rewarding but also very risky so having live data to work with is critical for planning and operating successfully. I would highly recommend hiring Matt, Zohra and their team. The future is brighter with them on your side!Shayne FInskars
Owner, City & Country Contracting Ltd.
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What our Clients Say
It is a pleasure working with the team at Origin Accounting. They have brought clarity and consistency to our financial systems—managing everything from monthly bookkeeping and AP/AR to board reporting and audit prep.
Their approach is thorough, responsive, and tailored to the unique needs of our small nonprofit. It’s obvious that they care about our work – they are as familiar with our programs, funders, and operations as we are! Thanks to their support, I feel more confident in our numbers and have more time to focus on our mission.Tina Strehlke
Minerva BC
We can help you clean up months or even several years of historical data, depending on the availability of sufficient documents and records.
We work with QuickBooks, Sage, Oracle Netsuite, Xero, and other leading platforms. If you’re not sure where to start, we’ll guide you.
Yes, every cleanup includes financial statements (P&L, balance sheet, trial balance) so you can see a clear picture of where things stand. Custom reporting options are also available based on your specific needs.
Absolutely. Most of our clients move into a monthly plan after the cleanup so they don’t fall behind again. We make the transition seamless.
Flexible Accounting and Finance
Solutions for Founders
Our service packages are purpose built for growth, whatever stage of the business lifecycle you find yourself, our in house bookkeepers and designated accountants are here to help.
Service Add-Ons
Catch-up Bookkeeping
Compilation Engagements
Audit & Review Engagement Preparation/Support