Business Details
6 Years
experience
Trusted Bookkeeping and Accounting Services in Victoria
At Cheques & Balances Bookkeeping, we bring decades of expertise in bookkeeping, payroll management, and corporate and personal tax solutions. Owned and operated by Suzanne Clydesdale and Lori Dunn, our team is dedicated to providing certified, personalized services tailored to the unique needs of small businesses and individuals. We specialize in a la carte bookkeeping, financial statement preparation, GST/HST reporting, and payroll compliance, ensuring clients meet regulatory requirements while optimizing their financial health. Our approach combines hands-on support with strategic recommendations to strengthen internal controls and streamline operations.With flexible service intervalsweekly, monthly, quarterly, or annuallywe empower clients to focus on growth while we handle their financial foundations. Backed by extensive experience and a commitment to ongoing client education, we offer software training, inventory system setup, and comprehensive tax planning strategies. Our mission is to deliver precision, reliability, and transparency, ensuring every client receives the expertise and attention needed to thrive in today's dynamic business environment.
Services
Bookkeeping
Accounting
Personal Tax Returns
Payroll Services
Financial Statements
Corporate Tax Returns
GST/HST Reporting
Inventory Management
Payroll Remittance
Staff Training
Details
- Year established: 2020
Highlights and features
- We offer decades of experience in bookkeeping and tax services.
- Our team provides personalized, flexible financial solutions.
- Certified professionals ensure accurate and compliant reporting.
- Free initial consultation for all new clients.
- Comprehensive services cover bookkeeping, payroll, and tax planning.
Services
Bookkeeping
Our bookkeeping services provide accurate, up-to-date financial records tailored to your business needs. We handle daily transactions, account reconciliations, and reporting intervalsweekly, monthly, quarterly, or annually. Clients benefit from customized solutions that ensure clarity and compliance with regulatory standards.
Payroll Services
We manage payroll processing, tax remittances, and compliance with labor regulations. Our services include T4 preparation, WorkSafeBC filings, and payroll remittance schedules. Businesses gain peace of mind knowing their payroll obligations are handled accurately and on time.
Personal Tax Returns
Our personal tax return service maximizes refunds while ensuring compliance with CRA requirements. We handle simple to complex returns, offering expert guidance on deductions and credits. Clients receive accurate, timely filings with proactive tax-saving advice.
Financial Statements
We prepare financial statements aligned with your reporting needs, including balance sheets, income statements, and cash flow analyses. These statements support informed decision-making and meet regulatory requirements for businesses and stakeholders.
GST/HST Reporting
Our GST/HST services include preparing and filing tax returns on monthly, quarterly, or annual schedules. We ensure compliance with CRA regulations while helping businesses manage tax liabilities efficiently and avoid penalties.
People
Suzanne Clydesdale
Co-Owner
Suzanne Clydesdale brings decades of bookkeeping and tax expertise to Cheques & Balances. Her focus on client education and financial compliance ensures businesses maintain accurate records and meet regulatory obligations.
Lori Dunn
Co-Owner
Lori Dunn specializes in payroll compliance and corporate tax strategies. With extensive experience in financial reporting, she helps businesses streamline operations and achieve long-term financial stability through precise, tailored solutions.
Questions
What bookkeeping services do you offer?
We provide a la carte bookkeeping, financial statements, payroll processing, tax returns, and inventory management systems tailored to small businesses and individuals.
Do you offer a free consultation?
Yes, we provide a free one-hour consultation for new clients to discuss their financial needs and service options.
How do you handle payroll compliance?
We process payroll, prepare T4s, file WorkSafeBC reports, and manage remittances to ensure compliance with labor and tax regulations.
What areas do you serve?
We primarily serve businesses in Victoria, BC, with remote support available for clients across Canada.
Can you assist with software training?
Yes, we offer training in Simply Accounting, QuickBooks, and Excel, including software setup and ongoing consulting support.
How are your services billed?
Billing intervals and rates are customized during your consultation, with flexible options for weekly, monthly, or project-based engagements.
Reviews (4)
Sarah R.
Jan 22, 2021
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Critical:Professionalism,Quality,Responsiveness,Value
This is an unethical company. They owe my small business 600$ for advance payment on tax work that was never completed. I have been requesting a refund for months now, and have complied with all requests for documentation. They are stonewalling me and basically thieving from a small business.
This is an unethical company. They owe my small business 600$ for advance payment on tax work that was never completed. I have been requesting a refund for months now, and have complied with all requests for documentation. They are stonewalling me and basically thieving from a small business.
B. B.
Nov 14, 2020
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Minaal was an amazing bookkeeper who left CAB Bookkeeping, then we went through 3-4 bookkeepers in a 6 month period resulting in missed payments and immense confusion. On 3 occasions we received quickbooks access to a company that wasn't ours, containing another company's financials and payroll. We cancelled our services when we waited up over 6 weeks to get a T2 form with no response. After cancelling, the owner of the company took 4 business days to transfer our account on Quickbooks and we missed payroll due to his incompetence. Avoid this company at all costs, they are unethical and highly
Jeff Eggen
Sep 09, 2020
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Bill has been my accountant for 15 years now and he has been Professional, knowledgeable and consistent with my taxes every year. I would recommend his services to anyone in need of taxes and small bookkeeping needs.
Jeff Eggen
Jeff Eggen
Jay Apple
Oct 14, 2018
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Excellent customer service, strong attention to detail and communication was clear and concise. Recommending to all small business owners in Greater Victoria.
