Small business bookkeeping
EasyU
Bookkeeping
by Sheng Qian | 晟谦
Your records in,
your reports out — on time.
One system turns bank transactions and receipts into statements and tax returns — monthly or quarterly bookkeeping with quarterly reports; year-end statements issued by a licensed CPA.
- $200 / month and up
- Quarterly reports
- CSRS 4200 year-end
- Set-up & migration done for you
How it works
Monthly or quarterly bookkeeping, quarterly reports
Bookkeeping runs on EasyU Bookkeeping, our own cloud system; T2s are prepared and filed in CCH iFirm with data exported from EasyU.
Q1
Quarterly report
Q2
Quarterly report
Q3
Quarterly report
Q4
Quarterly + year-end
15th
Send last month’s (or last quarter’s) statements and receipts
+1 month
After each quarter: your quarterly report
+2 months
After year-end: financial statements + draft T2
Already using QuickBooks Online? Keep it, or move over to EasyU.
Frequency & timeline
Two rhythms — choose what fits
Plan A · Monthly or quarterly
Most operating small businesses · quarterly reports
- You send records
- By the 15th each month, or within 15 days after quarter-end
- Quarterly report
- Within 1 month after quarter-end
- Year-end statements
- Within 2 months after year-end
Plan B · Annual
Few transactions, complete records, no need for quarterly figures
- You send records
- Within 3 months after year-end
- Year-end statements
- Within 6 weeks of complete records
- T2 filing
- Before the 6-month deadline
Monthly reports (special request): when your bank or management needs monthly figures — records by the 15th, reports by the end of the following month. Exact dates go into our signed service agreement.
Receipts by phone
Receipts: snap it, we read and check it
Clients send receipts by taking a photo; the system reads the date, vendor, amount and tax, checks them, and an accountant confirms before anything is posted.
- Snap and sendPrivate link, no login; add it to your home screen and tap to shoot. Bilingual page; duplicates are spotted automatically
- Smart readingDate, vendor, gross / HST / net and tax code read automatically, with a suggested expense account
- Checks + accountant sign-offSubtotal + tax ≠ total is flagged; the 50% meals rule is applied; an accountant confirms before posting
Smart & reviewed
Smart categorizing, confirmed entry by entry
After a statement is imported, each transaction gets a suggested account and tax code; an accountant confirms every one before it is posted.
- Bank statements read automaticallyPDF / CSV into transactions; common bank layouts read directly, others with AI help
- Smart categorizingAccounts and tax codes suggested from rules and past choices
- Sales-tax checksHST / GST / PST split automatically; GST/HST detail exported in one click in the format CRA reviews
- Checks before releaseStatements are checked line by line before release; mismatches are stopped
What you receive
What you receive
Same layout as the real deliverables (the sample is a fictional company, SAMPLE TRADING INC.).
- Sales-tax return summary
- T2 and CRA receipts
- Online question list
- Year-round archive
Compilation report (CSRS 4200) · balance sheet · income statement · notes
Balance sheet + income statement · year to date
HST · income tax · next year’s instalments
Working papers, traceable entry by entry
Every entry for the year
Onboarding & migration
Switching to EasyU: set-up and migration, done for you
No moving data or chasing opening balances yourself. We bring in your past books, opening balances and prior statements, check them year by year, and only then start regular bookkeeping.
1
QuickBooks Online / Desktop
Accounts, contacts and transactions imported; each year checked against the QuickBooks trial balance — a year that doesn’t tie is not posted.
2
Xero
Exported from Xero and converted, then through the same year-by-year checks.
3
Excel / manual books
Our standard set-up template maps accounts, statement lines and GIFI in one go.
4
Statements / T2 only
Opening balances built from last year’s statements and T2; detail starts this year.
Four steps: collect → chart of accounts → openings and history (checked year by year) → regular bookkeeping. Migrating past years is quoted after review.
Pricing
Clear pricing, based on volume
Billed and prepaid monthly; reports delivered quarterly; prices exclude HST.
Bookkeeping · standard
$200/ month and up
Up to 40 transactions a month on average; monthly or quarterly bookkeeping with quarterly reports.
- Standard · up to 40 transactions / month
- $200 / mo +
- High-volume industries (restaurants, retail, construction, services)
- $300–500 / mo
- Quarterly reports
- Included
- Corporate tax return T2
- Quoted
- Migrating past years
- Quoted after review
Bookkeeping clients get lower, case-by-case T2 fees.
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General information only, not tax, legal or accounting advice for your situation. Government rules and deadlines reflect official pages checked in November 2026; rules change. Screens and samples use fictional companies and data. Prices exclude tax; scope and fees as confirmed with you or set out in our signed service agreement. Last reviewed: 2026-11-13.