The bookkeeper behind Level

I have 6+ years of bookkeeping experience. I started in accounts payable and receivable for a large trailer dealer in southern Alberta, then did the same work at a busy collision repair shop, where I worked alongside the shop’s outside accountants.

Before starting Level Bookkeeping, I spent about a year at a local bookkeeping firm keeping full-cycle books for 15 small businesses.

Along the way I’ve worked with property managers, plumbers, mechanics and auto repair shops, holding companies, hair salons, estheticians, truckers and sole proprietors. You can read how I approach each of them, and the rules that matter for each, on my industry pages.

Reconciliation and cleaning up messy books. There’s real satisfaction in taking a year of statements, a confused QuickBooks file and a box of receipts, and turning them into books that balance. It’s also what the name stands for: level books, with nothing hiding.

It starts when you get in touch: you tell me where things are, and I ask a few plain questions about your business and your software. After a free review of your books, you get a clear quote before any work begins.

After that, most of the work happens online. Your books live in QuickBooks Online, receipts come in through an app, and you get a short plain-English summary each month. I’m based in Lethbridge, I can meet in person around the city when it helps, and I work remotely with businesses across southern Alberta and the rest of Canada.

Right now I focus on bookkeeping, payroll and GST filing. In a year or two, I plan to add personal (T1) tax returns. Until then, I hand your books to whoever prepares your return, in good shape, and I’m happy to work alongside the tax preparer you already have.