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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.
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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The Hidden Cost of Sloppy Records
August 19, 2025
Sloppy bookkeeping doesn’t just create headaches — it distorts the reality of your business. When expenses are missed, revenue is misclassified, or records are left incomplete, you risk overestimating cash flow, underestimating taxes, and misunderstanding profitability. While small mistakes may go unnoticed early on, they become costly as a business grows. Clean, accurate records aren’t just for compliance — they’re a tool for clear decision-making and long-term financial health.
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Stop Chasing Balance, Start Building Rhythm
August 18, 2025
Balance sounds good, but it’s fragile. Rhythm is what actually lasts — a flexible pattern of work, rest, and focus that bends with life’s changes while still moving your business forward.
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The Customer You Haven’t Met Yet
August 17, 2025
Business growth isn’t just about chasing new customers—it’s about being remembered by the ones who aren’t ready yet. By creating helpful content, staying visible, and following up consistently, you plant seeds with the “unseen majority” who may buy months down the road. When their timing finally aligns, you’re already the trusted choice.
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Design for Goodbye (How Easy Exits Create Durable Growth)
August 15, 2025
Designing a respectful, low-friction exit—clear cancel terms, self-serve exports, and a documented handover—builds trust, improves operations, and increases referrals and reactivations. Easy goodbyes don’t weaken retention; they replace forced retention with earned loyalty, which compounds into durable growth.
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