Free guides for BC business owners
The checklists we work from, written for British Columbia: a month-end close you can run in five working days, what a bookkeeper, controller and CFO each cost here, and everything to have ready before you hand the year to your CPA.
The five-day month-end close
Every step of a month-end close for a BC small business, given a day, an owner, and a test for when it's really done.
Bookkeeper, controller or CFO?
What each role does, what it costs in BC with everything on top of the salary, and how to tell which one your problem needs.
BC year-end checklist
Everything to gather and check before you hand the year to your CPA, so year-end is one email instead of a month of them.
Moving your books to Tallyforth
Where are your books now? Each guide lists the reports we need from that program as of your cutover date, and how to bring your customers, suppliers, and products and services over yourself.
- QuickBooks Online
The QuickBooks Online reports we need to take over your books, the dates to set on each, how to export them to Excel, and how to bring your lists over yourself, with screenshots.
- QuickBooks Desktop
The QuickBooks Desktop reports we need to take over your books, the dates and settings for each, how to export them as CSV, and how to bring your lists over yourself.
- Xero
The Xero reports we need to take over your books, the dates to set on each, how to export them, and how to bring your contacts and products over yourself.
- Sage 50
The Sage 50 Canadian Edition reports we need to take over your books, how to export them as CSV, and how to bring your customers, vendors and inventory over yourself.
- Wave
The Wave reports we need to take over your books, how to export them and ask Wave for your data, and how to bring your customers, vendors and products over yourself.
- Spreadsheets
If your books are in spreadsheets: what to upload, and how to fill in our blank customer, supplier and product lists and bring them over yourself.
Not kept anywhere yet? There's nothing to export: we start your books fresh from your bank statements.
Setting up with Tallyforth
Step-by-step guides for the access we ask new clients to give us, with screenshots.
- Authorize Tallyforth as your representative at the CRA
Step by step, with screenshots: authorize Tallyforth as your business's representative in your CRA business account so we can file GST/HST and payroll for you.
- Give Tallyforth access to your PST account in eTaxBC
Step by step, with screenshots: let Tallyforth file your BC PST returns by approving our third-party access request in eTaxBC.