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Financial clarity starts here.
Practical insights, real-world advice, and straight talk from the Castle team. Whether you're managing your own books or growing a business, we're here to help you stay organized, confident, and CRA-ready.
Terms of Service
Welcome to Castle! These terms of service outline the rules and regulations for the use of our bookkeeping services.
By accessing this website and using our services, you accept these terms and conditions in full. Do not continue to use Castle services if you do not accept all of the terms and conditions stated on this page.
Castle offers professional bookkeeping services including transaction categorization, reconciliations, financial reporting, GST/HST filing, and other related services as agreed upon with the client.
2. Billing and Payments
All services provided by Castle are billed on a recurring basis unless otherwise
agreed upon. Payments are due upon receipt of invoice. We accept payment via credit card, debit card, and electronic funds transfer.
3. Cancellation and Refund Policy
Clients may cancel services at any time by providing 30 days’ notice in writing or via email. Refunds for prepaid services will be prorated based on the remaining unused portion of the services.
4. Privacy Policy
Our privacy policy outlines how we collect, use, and protect your personal information. We do not sell or share your information with third parties without your consent, except as required by law.
5. Liability
Castle will perform all services with reasonable care and skill. However, we do not accept liability for losses resulting from acts of nature, third-party errors, or misuse of financial information or reports by the client.
6. Amendments
Castle reserves the right to amend these terms of service at any time. Amendments will be effective immediately upon posting on this website.
7. Contact Us
If you have any questions about this privacy policy or our privacy practices, please contact us at:
Castle
316 1st Ave NE
Phone: 587-872-0602
Email: info@bookwithcastle.com
Financial clarity starts here.
Practical insights, real-world advice, and straight talk from the Castle team. Whether you're managing your own books or growing a business, we're here to help you stay organized, confident, and CRA-ready.
Bookkeeping for Small Business Owners — Part 16
September 15, 2025
An accountant is more than just a tax preparer — they’re a partner who brings expertise, strategy, and protection to your business. Clean books make their job easier, and by sharing reports, asking questions, and leaning on their advice, you’ll save money, stay compliant, and make smarter decisions. Bookkeeping keeps your records straight, but accountants turn those records into insights — helping you plan and grow with confidence.
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Bookkeeping for Small Business Owners — Part 15
September 15, 2025
Mixing personal and business money may feel convenient in the moment, but it quickly creates messy books, CRA headaches, and even legal risks. By keeping separate bank accounts and credit cards, paying yourself properly, and recording shareholder loans the right way, you create clarity and protection. Treating your business as its own entity builds credibility and ensures your numbers reflect reality — making your bookkeeping clean, compliant, and stress-free.
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Bookkeeping for Small Business Owners — Part 14
September 14, 2025
Cash flow is the lifeblood of your business — it’s not about profit on paper, but the actual money moving in and out each day. By tracking inflows and outflows, staying on top of receivables, timing big expenses around income, and keeping a reserve, you protect yourself from shortfalls and keep your business steady. Tools like cash flow statements and forecasts help you spot issues early. Remember: profit doesn’t pay the bills until the cash is in the bank, and managing that flow is what keeps your business alive and thriving.
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Bookkeeping for Small Business Owners — Part 13
September 13, 2025
Budgeting and forecasting turn your past numbers into a plan for the future. A budget acts as your spending roadmap, while a forecast projects revenue and expenses so you can anticipate what’s ahead. Start with last year’s data, adjust for upcoming changes, and be realistic about your expectations. By reviewing these monthly and running different scenarios, you’ll stay flexible and proactive. The goal isn’t to predict the future perfectly — it’s to give your business clear direction and help you grow with confidence.
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Bookkeeping for Small Business Owners — Part 12
September 12, 2025
Year-end is where all your bookkeeping habits pay off. It’s your chance to reconcile accounts, check receivables and payables, tidy up expense categories, and make sure GST/HST is tracked correctly. By organizing inventory, confirming loans and shareholder contributions, and pulling key reports like your Profit & Loss and Balance Sheet, you’ll be ready for both the CRA and your own planning. Think of year-end not as a chore, but as the finish line and starting line combined — a clean slate to set goals, budget wisely, and grow your business with confidence.
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