Clean-up special when you sign up for monthly services for 6 months or longer.

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why choose Jade tree bookkeeping?

  • Tailored Solutions: customized bookkeeping and administration designed specifically for your business and business size.
  • Accuracy & Efficiency: I use the latest technology to streamline your bookkeeping processes, reducing errors and saving you time.
  • Free Consultation: Let’s chat to discuss your needs and how I can help!

Find out more

Professional Bookkeeping Services

Bookkeeping Services

Our bookkeeping services ensure your financial records are accurate and up-to-date. We use the latest software and technology to handle all your bookkeeping needs, so you can focus on growing your business.

Financial Reporting

As part of our bookkeeping, I provide you with financial reports to show where your business is at and heading. This helps obtain business loans, with financial planning, see where you need to focus more, and prepare for the future of your business.

Bookkeeping

Creating a chart of accounts, entering receipts into proper accounts and journal entries, accounts payable, accounts receivable, bank reconciliation and matching payments, preparation of financial reports, payroll journal entries, and tax reporting.

Business Services

Our business services help you with your correspondence, memos, reports, agendas, minute and note transcription, and website updates. I offer customized solutions tailored to your specific business needs.

Our Business Services

Compliance

  • Tax Ready: Preparation of bookkeeping documents and reports for your tax preparer or accountant. Basic small business and professional services tax reporting.
  • Knowledge: Finance education and experience through Thompson Rivers University, specialized training courses, and from working for 20+ years in local government.

Management

  • Bookkeeping: Manage daily and monthly transactions including reconciliations, provision of monthly, quarterly and year-end reports, closing the books at year-end, and opening the books for the new year.
  • Accounts Payable and Receivable: Providing invoicing services, receiving and processing payments, preparing deposits, and updating banking information.
  • Clean-up Service: If you are behind in entering your receipts and reconciling your accounts, I can get you caught up and ready for regular transaction recording.  This is important so you can file your taxes on time eliminating penalties and interest, have accurate records to secure possible lending options, and so you are in command of where your business is at financially so you know where to focus on your business' needs.

Submitting Documents - Confidential and Trustworthy

  • Forms & Documents: Submission of online forms and documents that may be just too complicated for you or there is no computer access at home.  This includes bringing my computer to you with internet access or meeting via telephone and helping you complete those documents such as government forms, home owner grants, property deferment etc. (Some forms are a legal documents that require your presence or your acceptance to any terms and conditions; therefore, you must be available for consent and sometimes disclosure of information when completing these forms). Note: at home location appointments are limited to the Lower Mainland/Fraser Valley area and additional travel fees may apply.

Administration

  • Meetings: Agenda preparation, time stamping and editing meeting recordings, and transcribing meeting minutes.
  • Correspondence: Bulk mailing, mail merges, data entry, payment follow up, meeting follow up, and action reports.
  • Transcription: Transcribing podcasts, books, and business documents.

Quickbooks Online and Other Software

  • With access to Quickbooks Online, I work directly with your books virtually.
  • Don't have Quickbooks? I can help you obtain Quickbooks Online to speed up time accessing your accounts, which saves you more money.
  • Other software? I can work with the software you use by remote access to your computer safely and securely. 

Bookkeeping and Administration

Confidentiality, accuracy, and transparency are important to your business, so I provide confidential and accurate services to give you peace of mind and time to focus on running and growing your business. 

About www.jadetreebookkeeping.ca bookkeeping and administration

About Me

Customizable Services

Expert Service

Hi! I am Patricia Perna

I am a wife, a mother of three, and grandmother of one. I enjoy working out at the gym, going for walks, and baking cupcakes for friends and family. I've recently taken up gardening and love the reward of fresh vegetables and making my own delicious tomato sauce, which was taught to me by my loving Italian mother-in-law.

Expert Service

Customizable Services

Expert Service

I am an experienced bookkeeper and administrative assistant with over 30 years of experience and education in finance, clerical, meeting preparation, recording and transcription, and business communication. I know running a business is hard enough without worrying about the bookkeeping and communications. That's why I am here to help. 

Customizable Services

Customizable Services

Customizable Services

I understand that every business has unique bookkeeping needs and that's why Jade Tree Bookkeeping offers customizable services to meet the specific requirements of each of our clients. I work closely with our clients to understand their needs and provide personalized solutions.

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