Reliable Surrey Bookkeeping Services
Plyo Bookkeeping are a remote bookkeeping and Fractional CFO firm. Our Surrey bookkeeping service is tailored to small businesses that need more from their bookkeeper than just data entry. Whether it’s that you need your financial reports to be completed faster, have more complex reporting requirements, or just need some financial and business advice – we’ve got you covered. Our monthly bookkeeping packages not only cover all of your compliance needs, but they also include some dedicated advice and consulting time with a senior accountant. Our monthly package includes monthly financial reports, built in consultation time and 1 custom financial report as standard.
Pricing & Services
There’s a lot included in our monthly Surrey bookkeeping package, and it’s designed to cater for businesses that need up to date financial reports, assistance interpreting the numbers and some occasional senior level financial advice. We’re all about clear, straight-forward communication, so below is some indicative pricing based on your transaction volume. This will provide a ball-park costing, but for a full quote book a free call today.
| Starter < 15 transactions | Essential <100 transactions | Growth >100 transactions | |
| Base price – indicative only Surrey bookkeeping service | $399/month | $499/month | Custom Quote Only |
| Catch Up Work | Custom Quote | Custom Quote | Custom Quote |
| Monthly Financial Reports (Unadjusted) – within 30 days of month close | Y | Y | Y |
| Reviewed by an accountant – monthly | Y | Y | Y |
| Fractional CFO Consultation Calls – 2 sessions per annum | Y | Y | Y |
| 1 custom report per year (e.g. a budget, forecast or custom KPI tracker) | Y | Y | Y |
| Bank Reconciliations | Y | Y | Y |
| Receipt Management | Y | Y | Y |
| Third party integration management | Y | Y | Y |
| Tagging & Classes | Y | Y | Y |
| GST/HST preparation & filing | Y | Y | Y |
| PST preparation | Y | Y | Y |
| Software subscriptions (Accounting and receipt management software) | Y | Y | Y |
What Makes Plyo Bookkeeping Unique
Bookkeeping is just straight forward data entry right? This might be the case if you’re business is very small and simple, but the reality is that it can get very complicated, very fast. Bookkeeping is your financial system, which could encompass numerous different apps that need to be integrated (point of sale systems, ecommerce sale data, bespoke software, etc.) along with making sure that you’re compliant with all of your possible tax obligations. Designing a system that can efficiently manage that for a 21st century business requires a deep knowledge of a large number of finance systems and applications.
That’s where our Surrey bookkeeping service comes in. We’ve got the senior accounting background and specialist knowledge to make sure your business is leveraging the latest accounting technology. We use technology throughout our business to make your experience better. Check out some examples below.
- It’s time to get rid of those paper invoices cluttering up your desk. We’ll set you up with a receipt capture tool that allows you to use the camera on your phone to easily photograph and upload an invoice straight to us. It takes just seconds to do
- We request view only access to your bank accounts. That means we can pull the bank statements each month ourselves, so you don’t have to.
- Communication around bookkeeping can start to fill up your inbox in no time, and it’s a common frustration point when we speak to prospective clients. We have a portal which centralized all our transaction queries, making it easy to know what information you’re still required to provide.
- Does your head start to spin when you read an email from your accountant? With our Surrey bookkeeping service you can expect our communication to be jargon free and clear. We also find that it’s often easier to explain accounting concepts with a custom video and screenshare -so we frequently answer client queries with recorded videos.
- Up to date financial reports. We promise to complete your books and Financial Reports within 30 days of the month closing. Need your financial reports even sooner? No problem, as an additional premium service we can complete your books within 14 days of month close
- 1 custom report per annum. This is designed for those one off needs such as an annual budget, once of cash-flow forecast or a more in-depth custom report to understand your business better. For more heavily customized and advanced monthly reporting requirements, please check out our fractional CFO page
- Payroll on a bi-weekly or monthly basis, with employee and CRA payments fully automated and managed by Plyo Bookkeeping (This is a separate service add on – see our payroll page
- GST/HST/PST compliance. We’ll make sure you claim as much input GST back as possible, along with filing the returns for you
How We Deliver – Surrey Bookkeeping Services
We are a remote-first bookkeeping firm offering payroll and bookkeeping services to all of Canada. We understand that when you have an accounting question, you probably need an answer ASAP. Wherever possible, we try to communicate quickly and clearly. We take our guarantee of completing the monthly books within 30 days very seriously, and the books are always reviewed by a senior accountant each month. We’re a premium service, so we don’t cut corners. Watch our ‘Welcome to Plyo’ video to get a better sense of how we deliver for our clients with our Surrey bookkeeping service.
About Our Quoting Process
We quote on a fixed monthly fee basis for our Surrey bookkeeping services, which means we need to get a good understanding of your numbers so that we can produce an accurate and fair quote. The process normally starts with a discovery call, followed by us getting temporary access to your accounting system. After we’ve gauged how much work is involved, we’ll send you a quote with a breakdown of all the services included in your fee.
FAQs
What bookkeeping services are included in your monthly packages?
Our Surrey bookkeeping services include monthly bookkeeping, bank reconciliations, receipt management, GST/HST and PST filing, monthly financial statements, and accountant review. Clients also receive consultation time and one custom financial report per year. Our bookkeeping services are designed to help businesses maintain accurate financial data and stay up to date with their accounting requirements.
How quickly will I receive my financial statements?
Our standard process is to complete monthly bookkeeping and deliver financial statements within 30 days of month-end. We also offer faster turnaround options for businesses that need more timely access to financial information.
Do you offer payroll services?
Yes. Payroll services are available as an add-on to our bookkeeping packages. We can manage payroll processing, employee payments, and required remittances, helping businesses keep payroll operations organized and up to date.
Do you provide tax services?
Yes. As part of our bookkeeping services, we prepare and file GST/HST and PST returns. We also work closely with clients and their accountants to ensure financial records are organized for tax filing and year-end accounting needs.
Do you offer personal tax services?
No. Plyo Bookkeeping focuses on bookkeeping, payroll, and financial management services for small businesses.
Who reviews my bookkeeping each month?
Every month, your bookkeeping is reviewed by an accountant before financial statements are delivered. This review process helps maintain the quality and accuracy of the financial information we provide to clients.
Can you help improve cash flow and business performance?
Accurate bookkeeping provides businesses with reliable financial data that can be used to monitor cash flow, track expenses, review financial statements, and better understand business performance. Having up-to-date financial information can help business owners make more informed decisions about their operations.
Do you work with businesses outside Surrey?
Yes. While we provide bookkeeping services and support businesses in Surrey, our remote-first firm serves clients across BC and Canada. Our systems allow clients to access bookkeeping and accounting services without needing to visit an office.
How does the quoting process work?
The process starts with a discovery call, followed by temporary access to your accounting system. We review your bookkeeping requirements, transaction volume, and the services needed. Once we understand the scope of work, we provide a fixed monthly quote with details of the bookkeeping services included.
Do you charge a fixed monthly fee?
Yes. We quote our bookkeeping services using fixed monthly fees. Pricing is based on factors such as transaction volume and the level of bookkeeping, payroll, and accounting support required. This approach helps businesses understand their costs upfront and avoid unexpected fees.
Why choose Plyo Bookkeeping?
We are a firm that focuses on delivering reliable bookkeeping services to small businesses across BC and Canada. Our team works remotely to provide efficient bookkeeping, payroll, financial reporting, and accounting support, helping clients stay organized and keep their financial records up to date.