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How to reconcile Shopify transactions in Canadian bookkeeping?

Start by exporting detailed Shopify transaction data and ensure it includes key information such as order ID, date, total amount, taxes, and payment method. This provides a solid foundation for matching records accurately. Avoid combining multiple reports without verifying their consistency, as discrepancies can lead to reconciliation errors. Next, organize your Canadian accounting records to […]

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What accounting software works best with Shopify in Canada?

Choosing the right accounting software is key to managing finances efficiently and staying compliant with Canadian tax regulations. Integrating your Shopify store with specialized financial tools streamlines sales tracking, expense management, and reconciliation, saving your business valuable time. Canadian merchants benefit most from solutions that support local tax calculations, currency conversions, and reporting standards, making […]

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How do accountants charge for their services in Canada?

Choosing the right accountant in Canada requires understanding their billing methods. Most professionals offer clear, upfront estimates tailored to your specific needs. This transparency helps you plan your budget effectively and avoid surprises later. Accountants commonly charge either a flat fee, an hourly rate, or a combination of both. Flat fees suit standard services such […]

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What are the bookkeeping best practices for digital product sales in Canada?

Maintain detailed records of all digital product transactions, including sales dates, amounts, and client information. Accurate documentation ensures compliance with Canadian tax regulations and simplifies financial reporting processes. Use accounting software that supports GST/HST tracking and reporting, as digital products often require tax collection based on the buyer’s location. Regularly reconcile sales data with bank […]

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How much should a small business budget for accounting in Canada?

Many small businesses in Canada should allocate between $1,500 and $5,000 annually for basic accounting services. This range covers bookkeeping, tax preparation, and financial consulting, depending on the complexity of your operations. Establishing a clear budget helps avoid unexpected costs and ensures consistent financial management. Factors such as business size, industry, and growth plans influence […]

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How to track inventory for e-commerce businesses in Canada?

Implementing real-time inventory management systems significantly improves order accuracy and reduces stockouts for Canadian e-commerce retailers. By integrating cloud-based platforms, businesses gain instant visibility across multiple sales channels, enabling quick adjustments to stock levels based on demand fluctuations. Prioritize the use of barcode and RFID scanning technologies to automate data entry and minimize human errors. […]

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Is flat-rate or hourly billing better for accounting services in Canada?

For accounting firms operating in Canada, selecting the right billing approach directly impacts cash flow, client satisfaction, and overall profitability. Fixed-fee pricing consistently appeals to clients seeking budget predictability, while hourly billing offers transparency and flexibility for complex projects. Knowing which method aligns best with your service model ensures smoother operations and stronger client relationships. […]

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What are the internal control requirements for Canadian businesses?

Establishing clear internal control procedures helps organizations safeguard assets, ensure accurate financial reporting, and maintain compliance with regulations such as the Canadian Business Corporations Act and the Canada Revenue Agency requirements. Regularly reviewing and updating control policies guarantees that they adapt to operational changes and emerging risks. Automating financial processes with reliable software reduces manual […]

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How to prepare for a financial audit in Canada?

Begin by organizing all financial records including bank statements, receipts, invoices, and payroll documentation. Ensure that these documents are complete, accurate, and easily accessible to streamline the audit process. Conduct a thorough internal review of your financial statements and reconciliations to identify and correct discrepancies before the auditors arrive. This proactive approach minimizes surprises and […]

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What are the record-keeping requirements for CRA in Canada?

Maintaining accurate and comprehensive records is essential for businesses to stay compliant with the Canada Revenue Agency (CRA). Proper documentation ensures that you can substantiate all income, expenses, and deductions claimed on your tax returns, reducing the risk of audits and penalties. CRA mandates that businesses keep detailed records for at least six years from […]