Frequently asked questions

Most clients are fully onboarded within 3–5 business days. If your books need cleanup first, we will complete that before starting monthly service — typically 1–3 weeks depending on the backlog.

We recommend QBO because it integrates well with Canadian banks and CRA filing. However, we also work with Xero and Zoho Books. If you are on a different platform, we will discuss options during your discovery call.

No judgement. We offer bookkeeping cleanup as a separate service. We will sort through the backlog, reconcile everything, and get you current before monthly service begins. Many of our best clients started with a cleanup.

Monthly bookkeeping pricing is based on transaction volume, number of accounts, and complexity. Visit our pricing page for package details, or book a free call for your exact quote.

No. Your proposal includes everything. If your needs change (for example, you add employees and need payroll), we will discuss the adjustment before billing you. No surprises.

No. Fluent Books operates on a month-to-month basis. We believe you should stay because the service is good, not because a contract forces you to. You can cancel with 30 days notice.

Yes. We process paycheques, calculate and remit source deductions to CRA, file T4s at year-end, and handle ROEs when needed. We also manage WorkSafeBC reporting for BC businesses.

Yes. We prepare and file T2 corporate tax returns, GST/HST returns, and PST returns. For complex tax planning, we may recommend working alongside your accountant — but the filing is handled.

It is like having a Chief Financial Officer without the full-time salary. You get monthly strategy calls, cash flow forecasting, financial dashboards, KPI tracking, and budgeting support. Ideal for businesses doing $500K+ in revenue who need strategic financial guidance.

We connect through your accounting software's bank feed feature (for example, QBO bank feeds). This gives us read-only access to transaction data. We never have the ability to move money from your accounts.

Absolutely. We use 256-bit encryption, two-factor authentication on all accounts, and SOC 2-compliant cloud accounting platforms. Your data is backed up automatically and stored in Canadian data centres.

Only your assigned bookkeeper and our quality review team. We maintain strict confidentiality and are bound by professional standards. We never share your data with third parties.