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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.
When to Stop Doing Your Own Bookkeeping
At first, doing your own books makes sense. It saves money, keeps you close to the numbers, and there’s not that much to track.
But at some point, DIY bookkeeping stops being smart — and starts holding you back.
Here’s how to know when it’s time to let it go.
1. You’re Avoiding It
If you find yourself putting it off every month (or quarter… or year), that’s a sign.
Bookkeeping doesn’t have to be exciting — but if it’s constantly in the way, it’s costing you mental energy and momentum.
2. You’re Not Confident It’s Accurate
Guessing where expenses go. Ignoring payroll complexities. Hoping the GST is right.
If you’re unsure whether things are categorized properly — or if your books would survive a CRA audit — it’s time to call in help.
3. Your Business Has Grown
More revenue means more transactions, more moving parts, and more consequences if things go wrong.
What worked when you were making $50K/year probably won’t cut it at $250K.
Growth needs structure. That includes your books.
4. You Want Better Insights
Maybe you want to pay yourself more consistently. Or you’re thinking about hiring. Or you just want to know if that new service is actually profitable.
None of that’s possible with messy or outdated books.
Bottom line:
Letting go of your own bookkeeping doesn’t mean losing control — it means building a system that gives you clarity without stealing your time.
And honestly? You’ve got better things to do.
Let me know if you want a shorter version of this for socials — or want the next one to focus on hiring, paying yourself, or taxes.
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