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One blog post closer to clean books.
Each blog post from the Castle team is packed with practical tips, real-world experience, and clear answers to common bookkeeping questions. Whether you're sorting expenses or planning for tax time, you'll find guidance to help you run your business with clarity and confidence.
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
One blog post closer to clean books.
Each blog post from the Castle team is packed with practical tips, real-world experience, and clear answers to common bookkeeping questions. Whether you're sorting expenses or planning for tax time, you'll find guidance to help you run your business with clarity and confidence.
Bookkeeping for Small Business Owners — Part 16
Working With an Accountant: How to Get the Most Value
You’ve been building solid bookkeeping habits, but there comes a point when an accountant becomes a powerful partner. Bookkeepers keep your daily records clean, while accountants step in to interpret, advise, and ensure compliance at a higher level. The two roles complement each other — and together, they strengthen your business.
Why an Accountant Matters
- Tax expertise — They know the deductions, credits, and rules that save you money.
- Strategic insight — Accountants help you understand your numbers and plan for growth.
- Compliance — They ensure your financial statements meet CRA standards.
- Audit defense — If the CRA comes knocking, having an accountant on your side is invaluable.
How to Work Effectively Together
- Keep your books clean — The better your bookkeeping, the less time (and money) your accountant spends fixing errors.
- Share reports regularly — Profit & Loss, Balance Sheet, and Cash Flow give them the big picture.
- Ask questions — Don’t just hand over receipts; ask what your numbers mean.
- Use them as advisors — Accountants aren’t just tax preparers — they can help with budgeting, growth planning, and risk management.
Pro Tip
Think of your accountant as part of your team. The more proactive you are in communicating and preparing, the more value they’ll bring back to you.
The Big Picture
Bookkeeping tracks the past. Accounting shapes the future. By pairing both, you gain clarity, compliance, and confidence to steer your business forward.
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