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

Why Owner’s Pay Isn’t Just “What’s Left Over”

August 23, 2025

Treating owner’s pay as “whatever is left over” distorts profitability, weakens personal finances, and fuels burnout. By making owner’s compensation a consistent line item — even at a modest level — entrepreneurs separate business and personal money, see the true health of their business, and create sustainability for both sides of their life.

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The Real Price of Late Invoices

August 22, 2025

Late invoices create hidden costs that go far beyond delayed cash flow. They distort financial reports, increase the risk of overspending, and waste valuable time chasing payments. By putting systems in place — such as clear terms, deposits, and automated reminders — business owners protect their finances and reduce stress while ensuring they get paid promptly.

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The Most Overlooked Number in Your Business: Cash Flow

August 21, 2025

Cash flow, not profit, determines whether a business can pay its bills and survive. Many entrepreneurs confuse profitability with liquidity, but differences in timing, growth costs, and surprise expenses can quickly create cash shortages. By tracking cash flow monthly, business owners gain the clarity to anticipate problems, manage growth, and avoid crises.

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Why Waiting Until Year-End to Do Your Books Hurts Your Business

August 20, 2025

Treating bookkeeping as a once-a-year task leaves business owners blind to their true financial picture, vulnerable to missed tax opportunities, and stressed at year-end. By keeping books updated monthly, entrepreneurs gain clarity on profitability, stay ahead on tax planning, and avoid costly last-minute errors. Bookkeeping done regularly isn’t about compliance — it’s about control.

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Why Your Bookkeeper Should Care About Seasonality

August 20, 2025

Many businesses run in cycles, but bookkeeping often treats numbers as flat and uniform. Recognizing seasonality in your books is crucial for forecasting cash flow, planning expenses, and staying prepared for slow periods. A proactive bookkeeper helps identify patterns, budget accordingly, and turn raw data into forward-looking insight.

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