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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.
How to Use Your Bookkeeping Data to Forecast Cash Flow (and Plan Ahead)
November 1, 2025
Cash flow isn’t random — it’s predictable, but only when the numbers are organized enough to reveal the pattern. Most businesses don’t have cash problems because they lack revenue — most have cash problems because they can’t see timing issues early enough. Forecasting isn’t about perfection, it’s about direction and preparation.
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What Smart Business Owners Review Each Month (to Stay Financially Grounded)
October 31, 2025
The most successful business owners don’t wait until year-end to find out how they’re doing. They review a few key numbers every month — not to micromanage, but to stay oriented. Monthly financial review isn’t about perfection; it’s about awareness. A small, consistent routine prevents big surprises and builds real financial control.
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How to Turn Messy Books Into a Clean, Audit-Proof System (Without Starting Over)
October 31, 2025
Messy books aren’t a failure — they’re a starting point. Almost every business goes through a stage where receipts pile up, bank accounts drift out of sync, and reports stop matching reality. The mistake is thinking the only fix is to start from scratch. In reality, most bookkeeping systems can be rebuilt in layers — preserving what’s there while restoring structure and confidence.
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How to Design a Bookkeeping System That Survives an Audit (With Zero Stress)
October 30, 2025
An audit-ready bookkeeping system isn’t complicated — it’s disciplined. The goal isn’t perfection; it’s consistency and traceability. When your system is built around how the CRA actually reviews records, you stop fearing audits entirely. Every transaction becomes self-explanatory, and every report has context.
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The 6 Areas the CRA Audits Most — and What They’re Really Looking For
October 30, 2025
The CRA doesn’t audit at random. They target specific patterns that suggest disorganization or risk — patterns that often come from poor bookkeeping habits. Understanding what they look for (and why) is one of the most effective ways to prevent issues long before they start.
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