How structured bookkeeping creates clarity, confidence, and better outcomes
At FP CPA, our bookkeeping team consists of bookkeepers and CPAs focused on keeping your books accurate every month, organized in a way that makes sense for your business, and fully prepared for year end. Our goal is to give you clear information so you can make decisions with confidence throughout the year.
We are a firm that is always improving our systems and processes. As we refine how we work, both our team and our clients sometimes need to adjust to new workflows. That collaboration takes effort on both sides, and we are more than willing to troubleshoot, meet with you, and design the process that fits your business best. Investing in good bookkeeping is an investment in your business because it strengthens the information you use to run it.
The software we rely on
Our bookkeeping process is fully paperless, electronic, and cloud based. Each month clients receive a notification from us to upload their information to Uncat by scanning or taking pictures of invoices, receipts, and supporting documents. Once that information is uploaded, our goal is to complete your bookkeeping within the following month, so you always have reliable and relevant information available quickly.
We use a set of software tools that support accuracy, consistency, and efficiency throughout this process.
Uncat: Recently implemented and actively being refined
Uncat is the software we use to manage uncategorized transactions and receipt requests. We recently implemented Uncat firm wide to streamline how we collect missing information from clients. As with any new system, it is still a work in progress while we fine tune the workflow and adjust how we use it.
Uncat allows us to send you a clean, organized list of items needing attention instead of sending scattered emails. You can respond quickly, attach receipts, and move on with your day, and we can categorize transactions accurately. As we continue improving how we use Uncat, both your experience and our internal process will get smoother.
QuickBooks Online: The core accounting system
QuickBooks Online is the accounting software at the center of your bookkeeping. It is where we reconcile bank accounts, code transactions, and build meaningful financial reports. We also encourage clients to log in each month and review these reports themselves. When our clients review their numbers regularly, it helps them stay informed, catch issues early, and make confident decisions throughout the year. With QBO kept current each month, you always have a clear view of how your business is performing.
Wagepoint: Reliable payroll software
For payroll, we encourage clients to use Wagepoint, a cloud-based payroll system. It calculates wages, handles payroll deductions, and manages tax remittances. Wagepoint also integrates directly with QBO which keeps payroll and bookkeeping aligned and reduces errors.
We provide our clients with training and support so that they can feel confident using the Wagepoint system themselves.
Employees can create their own Wagepoint login to access pay stubs, year end slips, and T4s at any time. This reduces administrative requests and gives your team convenient access to their own payroll information whenever they need it.
Why monthly accuracy matters
We do not believe in partially completed books or leaving issues to fix at year end. Each month, we reconcile accounts, match receipts, review transactions, and apply the correct tax codes. Consistent monthly bookkeeping prevents errors from building up and eliminates the year end scramble many businesses face.
With up-to-date books, year end becomes straightforward. Everything is already organized and ready for our year end team which means faster filings, fewer surprises, and no costly catch-up work.
What this means for your business
Accurate books help you make better decisions, stay current on payroll and sales tax filings, manage cash flow, and monitor performance. Clean financials also build trust with lenders and investors. Most importantly, it lets you focus on running your business instead of chasing paperwork.
Our commitment
We take pride in delivering books that are accurate, complete, and year end ready. By using the right software, refining our processes continuously, and communicating proactively, we make sure your bookkeeping supports your business rather than holding it back. Accurate monthly records also help reduce costs in the long run because the year end process becomes far more efficient. There is less back and forth, fewer questions about transactions from months earlier, much less hassle for you, and a faster turnaround on your financial statements and tax filings. We will continue working alongside you as we refine our processes and tools that we use to build a workflow that is efficient and reliable.
Interested in working with our bookkeeping team?
If you would like to learn more about our bookkeeping services or discuss whether we’re a good fit for your business, our bookkeeping team is happy to help. You can reach out to our bookkeeping team at bookkeeping@fpllp.ca.