Your Bookkeeper Should Deliver This Every Month. Are They?
The monthly deliverables checklist for Canadian business owners — what to receive, 8 red flags to watch for, and the benchmark that separates adequate bookkeeping from the kind that actually drives decisions.
- A 20-item monthly close checklist — core statements, bank rec, tax compliance, and the executive brief
- 8 red flags that signal your bookkeeper is falling short — and costing you money
- A benchmark table: what average firms deliver vs. what you should actually demand
- 5 questions to ask your bookkeeper this week — and what the answers should tell you
“We used to get books six weeks late. Now they land by the 15th with a full P&L by channel.” — Vancouver founder. Used by 60+ Canadian SMBs.
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Get the Monthly Deliverables Checklist
For Canadian business owners earning $500K–$5M. Takes five minutes to read. Gives you a standard you can use immediately.
No spam. Unsubscribe anytime. Used by 60+ Canadian founders.
The standard
What average firms deliver vs. what you should demand.
Most business owners have never seen this comparison. Once you have, you can’t unsee it — and you’ll know exactly what questions to ask.
| Benchmark | Average Firm | ✓ What to Demand |
|---|---|---|
| Books delivered by… | Day 25–30 | Day 15 or earlier |
| Response time | 2–5 business days | <24 hours |
| Reconciliation accuracy | ~95% | 99%+ tie-out rate |
| Reporting format | Raw QBO export | Exec summary + “Do-This-Next” |
| Balance Sheet provided | Rarely or never | Monthly, fully reconciled |
| GST/HST ITC review | Filed as-is | Proactively flagged monthly |
| Cash flow visibility | None | 13-week rolling forecast |
Source: Transcounts Services Inc. internal benchmarks based on client onboarding assessments. Metro Vancouver, BC.
Is this for me?
Written for one specific type of business owner.
This guide was built for Canadian SMB owners who are paying for bookkeeping but aren’t sure what they should be getting — and want a concrete standard to measure against.
This is for you if…
- ✓Your business earns between $500K and $5M annually and you have a bookkeeper or accounting firm
- ✓You receive your books after the 20th of the following month — or can’t remember the last time they arrived on time
- ✓You’ve never seen a reconciled Balance Sheet, only a P&L
- ✓Your bookkeeper’s answer to every question is “it’s in QuickBooks”
- ✓No one has ever proactively mentioned your GST/HST ITC recovery position
- ✓You’re evaluating or planning to hire a new bookkeeper and want to know what to ask
This is NOT for you if…
- ✕You’re pre-revenue or in the earliest stages of your business (the complexity here is premature)
- ✕You already receive everything on the checklist — a monthly Close Pack, reconciled statements, and a “Do-This-Next” brief — by Day 15
- ✕Your CFO or CPA already manages full-cycle reporting and advisory
- ✕You’re looking for software recommendations or a DIY bookkeeping tutorial
What clients say
62 Google reviews. 4.9 stars.
From founders who were exactly where you are.
You’re paying for bookkeeping. You should know exactly what you’re supposed to get.
The guide takes five minutes to read. The checklist takes ten to apply. Either way, you’ll walk away knowing whether your books are doing their job — and exactly what to ask for if they’re not.
- Free. Five minutes. No obligation.
- 20-item checklist you can use immediately — with your current bookkeeper.
- Benchmark and red flags so you can have an informed conversation, not a guessing game.
FREE DOWNLOAD
Get the Monthly Deliverables Checklist
For Canadian business owners earning $500K–$5M. Takes five minutes to read. Gives you a standard you can use immediately.
No spam. Unsubscribe anytime. Used by 60+ Canadian founders.