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RETAIL · CANADA-WIDE SUPPORT

Retail bookkeeping & tax support.

See beyond the sales total.
A store’s finances involve more than the till. We help Canadian retailers organize in-store and online sales, payment fees, supplier costs and inventory reports into a more dependable set of books.
Retail business at work

BUILT FOR THE WAY YOU WORK

Bookkeeping that fits your business.

01

Bring sales channels together

Reconcile POS and ecommerce reports, cash, payment processors, returns and discounts.

02

Keep inventory records useful

Organize purchase records and inventory summaries to support cost-of-sales and year-end review.

03

Make monthly reporting clearer

Separate merchant fees, shipping, occupancy and staffing costs so spending is easier to understand.

SEE THE WHOLE PICTURE

Clear records. More useful conversations.

Returns, gift cards and processor deductions can make cash deposits a poor substitute for a sales report. Reconciling both gives your business a more complete financial picture.
Effortless Accounting supports Canadian business owners with catch-up bookkeeping, ongoing recordkeeping, business tax filing and accounting support. We start by understanding your business structure, existing systems and outstanding work.

YOUR STARTING CHECKLIST

What to prepare

  • POS and ecommerce summaries
  • payment-processor reports
  • bank and credit card statements
  • supplier invoices
  • inventory counts and valuation reports
  • payroll records
  • gift-card and return reports.
Missing something? Tell us what you have. Please use the contact form for an initial enquiry; we’ll explain how to share financial documents securely.

ONE CLEAR PLAN

Catch up, file with clearer records, stay organized.

Catch-up bookkeeping

Behind on the books? We review the periods involved, reconcile the records available and identify missing information.

Business tax filing

Prepare for outstanding and upcoming filings with organized books and a scope tailored to your business.

Accounting & CRA support

Understand your reports and bring together the records needed to respond to questions or CRA correspondence.

QUESTIONS BEFORE YOU START

Retail bookkeeping FAQs

Yes. Share the platforms and payment processors you use. We will confirm the reports and access needed to reconcile each sales channel.

Yes. We first review the outstanding periods, your available records and any urgent correspondence. We then explain the proposed work and information needed. Timing depends on scope and document completeness.

We review transaction volume, business structure, payroll, sales channels and catch-up work before recommending a flat-rate package. You receive the proposed scope and price before work begins. See how our packages work.

We support businesses across Canada remotely. Start with a consultation and we will explain how to provide records and stay in touch.

Explore related support.

LET’S MAKE THE NEXT STEP EASIER

Tell us where things stand.

A few months behind or several years of records to sort out? Start with a conversation. We’ll explain the scope and next steps.