Phone or Text
587-872-0602

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.

We’re not just about spreadsheets—we’re about people. Behind every clean set of books is a business owner working hard to grow, and we’re here to make sure your numbers support your goals, not stress you out.

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.

1. Services Provided
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
Phone or Text
587-872-0602

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.

We’re not just about spreadsheets—we’re about people. Behind every clean set of books is a business owner working hard to grow, and we’re here to make sure your numbers support your goals, not stress you out.
Our Blog

Bookkeeping for Small Business Owners — Part 11

September 11, 2025

In this post, we explore the tipping point between DIY bookkeeping and hiring professional help. While small, simple businesses can often handle their own books, growing complexity, falling behind, costly mistakes, or the value of your time may signal it’s smarter to bring in a bookkeeper. A hybrid model can also give you the best of both worlds.

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Bookkeeping for Small Business Owners — Part 10

September 11, 2025

In this post, we look at the most common bookkeeping mistakes small business owners make — like mixing personal and business expenses, ignoring small receipts, recording only net deposits, forgetting to save for taxes, and skipping reconciliations. By putting a few preventative habits in place, such as using separate accounts, recording every transaction, and reconciling regularly, you can avoid these pitfalls and keep your books accurate, stress-free, and tax-ready.

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Bookkeeping for Small Business Owners — Part 9

September 9, 2025

In Part 9, we turned to the other half of bookkeeping: income tracking. Recording every sale (including cash and e-transfers), categorizing revenue consistently, separating GST/HST, reconciling deposits, and reviewing monthly ensures you know your true profit, stay compliant with the CRA, and spot growth trends. Common pitfalls include forgetting small payments, mixing gross and net amounts, or blurring sales tax with revenue. If it feels overwhelming, a bookkeeper can step in to keep things accurate. Together with expense tracking, income tracking gives you the complete picture — clarity, confidence, and control over your business decisions.

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Bookkeeping for Small Business Owners — Part 8

September 8, 2025

Managing expenses isn’t just about tax write-offs — it’s about building a clear, consistent system that keeps your business organized and gives you insight into where your money goes. By tracking every transaction, categorizing properly, keeping receipts, and reviewing regularly, you’ll stay compliant with CRA rules while making smarter financial decisions. Avoid common pitfalls like mixing personal and business costs or leaving bookkeeping until year-end, and don’t hesitate to bring in professional help when things get overwhelming. Done right, expense management saves time, reduces stress, and strengthens your business for the long run.

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Bookkeeping for Small Business Owners — Part 7

September 7, 2025

Accounts payable are more than just bills — they’re an essential part of managing your business cash flow and reputation. By recording invoices promptly, paying vendors on time, and keeping your payables organized, you’ll avoid penalties, strengthen supplier relationships, and make your bookkeeping more reliable. In short: manage your outflow as carefully as your inflow.

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