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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.
Clean Books vs. Audit-Ready Books (And Why the CRA Treats Them Differently)
October 29, 2025
Not all “clean” books are audit-ready. A set of books can look organized on the surface yet still fall apart when pressure-tested by the CRA. The difference is in traceability — not neatness. Audit-ready books have a clear trail of why each entry exists and what it relates to, which is what gives them both credibility and protection.
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How Financial Structure Influences Your Tax Position (Long Before Year-End)
October 28, 2025
Most small businesses don’t realize that their tax outcome is determined months before their CPA ever files a return. The structure of your books — how transactions are categorized, when expenses are recognized, and which accounts are tracked separately — creates or eliminates deductions long before “tax season” arrives. In other words: taxes are a bookkeeping function first, and an accounting function second.
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How to Structure a Clean Chart of Accounts for a Small Corporation
October 26, 2025
A small corporation’s Chart of Accounts should be simple, structured, and built around clarity. The goal is not to track every detail inside the COA, but to group transactions into broad, accurate categories that make year-end filing easy. A clean COA avoids duplicate accounts, vendor-based naming, and unnecessary subcategories. When more detail is needed later, it should be added through classes or tags—not by bloating the COA.
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Common AR Mistakes Small Corporations Make (and How to Avoid Them)
October 24, 2025
Most AR mistakes come from using AR when you don’t need it, or skipping AR when you do. Duplicated revenue, unpaid invoices, and inaccurate year-end timing all stem from misunderstanding when to use “Receive Payment” versus “Bank Deposit.” AR should only be used when payments are delayed and need tracking; otherwise, revenue should be recorded directly. The cleaner the workflow, the more accurate your books.
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When to Use “Receive Payment” vs “Bank Deposit” in QuickBooks Online
October 23, 2025
Corporations in Canada can technically operate without an AR workflow, but doing so leads to unclear income timing, messy GST/HST calculation, and additional accountant cleanup at year-end. An AR process in QuickBooks Online ensures invoices are traceable, revenue is matched to when it was earned, and taxes are correctly attached to the right reporting period. For incorporated entities, AR is not just bookkeeping preference — it is the mechanism that keeps the financial statements accurate.
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