Books you can make decisions on.
Your books maintained and reconciled every month by a chartered accountant, so the numbers you are looking at are current rather than a picture of last quarter.
Reconciled monthly, not rebuilt in April.
Your books maintained and reconciled on a monthly cycle in QuickBooks, with compiled financial information prepared to CPA Ontario standards and the record systems behind it set up properly.
When the year ends there is nothing to reconstruct, because the work was already done.
Everything in the engagement.
Reconciled every month
Bank, credit card and loan accounts reconciled in QuickBooks on a monthly cycle.
Payables and receivables
Transactions coded and kept current, so the balances on the page mean something.
Compiled information
Prepared to CPA Ontario standards when a lender or shareholder needs statements.
The setup behind it
Sales tax and payroll tracked in the books, and the workflows built properly rather than patched.
Where this usually applies.
Owner-managers without a bookkeeper
Where the books are currently being done at night or not at all.
Businesses growing past spreadsheets
Enough volume that manual tracking has started producing errors.
Anyone facing a year-end cleanup
Where the last set of books needs rebuilding before anything else can happen.
Three steps, no surprises.
Set up or take over
We review what exists, then either clean it up or build it properly.
Close every month
Reconciliation on a monthly cycle, not a scramble in the spring.
Report and hand off
Current numbers you can act on, and books that feed straight into the tax work.
The ones we get asked most.
What is the difference between bookkeeping and accounting?
Bookkeeping records what happened. Accounting interprets it and files on it. Doing both under one roof means the year-end work starts from books that are already right.
How often should books be reconciled?
Monthly. Quarterly or annual reconciliation means decisions get made on numbers that are months out of date, and errors compound before anyone finds them.
Do you work in QuickBooks?
Yes. Books are maintained in QuickBooks so you keep access to your own data and can see the current position at any time.
Can you fix books that are behind?
Yes. Catch-up work is common, and it is usually the first step before tax filings or a lender request can be dealt with properly.
How long should I keep business records?
The CRA generally requires six years from the end of the tax year they relate to. Records supporting a capital asset should be kept longer.
Licensed, certified, and accountable for it.
The bodies that license this practice, and the certifications behind the day-to-day work.
CPA Ontario
The provincial body that regulates Chartered Professional Accountants in Ontario.
EFILE certified
Certified by the Canada Revenue Agency to file returns electronically on behalf of clients.
Intuit ProAdvisor
Intuit certification covering QuickBooks Online setup, reconciliation and reporting.
QuickBooks Payroll
Intuit certification for running payroll, deductions and remittances inside QuickBooks.
In their words.
Aaron has done my personal taxes for six years and he’s the best. My files are sometimes complicated and I was not always the most organized client, yet he handles all of it without ever making me feel bad about the mess. He’s fast, he explains everything in plain English, and he always finds credits I would have missed.Shmuel Neft
Working with Aaron and his team, especially Anna, has been fantastic for both our camp operations and Prime Coat Painters. From complex contractor billings to seasonal accounts and corporate taxes, they handle everything with real attention to detail. If you need a reliable, top-tier accounting team for your business, I can’t recommend Aaron Herman CPA highly enough!Tzadi Zlotnick, Prime Coat Painters Inc.
I use him for personal and business accounting. He is absolutely phenomenal with his work and expertise. Thorough, reliable, dependable, and punctual with due dates. I’ve worked with many accountants previously and Aaron surpassed them all in everything on my list.Elior Zipori, Zipori Landscapes & Design
We have been using Aaron Herman CPA for about four years now and we are very happy with their services. Anna is especially great to work with. She is on the ball, always up to date, and gets back to you right away with any questions or concerns.Reuven Durbach
Very happy with Aaron’s service. He is very knowledgeable and professional. Very patient with all my questions, ready to answer and be with the client within a short period of time. All the accounting service is done in a timely manner.Artem Artemov, Rimland
Aaron is excellent! He responds quickly, explains everything clearly, and makes the whole tax process easy and stress-free. He is very knowledgeable and always helps find the best way to get everything done properly.Mai Edry
Aaron is an amazing accountant! He is very supportive and great at explaining the ins and outs of what was needed when expanding my business. I highly recommend Aaron and his team!Leah Lomiansky, Speech Volumes Therapy
He is knowledgeable, thorough and effective. He is very responsive and takes great care of his clients. I highly recommend him and his services!Rachel Danzinger, Learning Pods
Absolutely love Aaron and Anna. They are fantastic to work with, go above and beyond, and their communication and dedication is unsurpassed.Fat Cat Cookie Co.
Two people. Trusted with your year.
Aaron Herman
CPA, CA · Founder and Managing Partner
Aaron planned and prepared tax in public practice, then led financial reporting inside large Canadian companies. He is the person who answers when you call.
My number one priority is a happy client.
Anna Herman
Director of Finance and Operations
Anna runs the machinery behind the work: cloud accounting, CRA compliance, payroll and client onboarding. If your year-end is uneventful, that is Anna.
Order creates opportunity.
Tell us where your year stands.
Send the form and Aaron will come back to you directly. If it is easier, call. Someone here answers.