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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.
Choosing the Right Accounting System for Your Business
Good bookkeeping starts with the right tools. Many small businesses begin with spreadsheets, and while that can work briefly, there comes a point where automation, accuracy, and compliance become too important to ignore. The right system saves time, reduces errors, and keeps you ready for tax season at all times.
Spreadsheets vs. Cloud Accounting
Spreadsheets
Pros: simple, inexpensive, no learning curve
Limitations:
• No bank feeds
• Manual data entry (high risk of mistakes)
• Difficult to track GST/HST properly
• No audit trail or proper reporting
Spreadsheets are best only for the smallest of operations with very few transactions.
Cloud Accounting (QuickBooks Online, Xero, etc.)
Benefits:
• Automatic bank and credit card transaction syncing
• Proper GST/HST tracking and filing
• Built-in invoicing and payment collection
• Real-time financial reports
• Easy receipt capture and storage
• Accountant access without file transfers
Cloud software supports true compliance — and business growth.
Where automation matters most
• Invoice collection: send, track, and follow up automatically
• Expense recording: bank rules categorize frequently used transactions
• Receipt management: snap a photo and attach it directly
• Reconciliation: match income and expenses cleanly each month
Automation replaces tedious tasks so owners can focus on running the business — not typing numbers.
When to move to software
It’s time to upgrade when:
• You’re registered for GST/HST
• You issue regular invoices to customers
• You have more than one business bank or credit account
• You want monthly reports to support better decisions
• Tax time causes stress and scrambling
Cloud bookkeeping ensures accuracy from day one — not cleanup at year-end.
Cost considerations
Most platforms cost far less than bookkeeping cleanup later.
For example:
A $30–$50 monthly subscription
vs.
Hundreds or thousands to reconstruct messy records during tax season
Good systems pay for themselves quickly.
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