Accounting & Bookkeeping Services in Montreal
Financial Statement, Accounting & Bookkeeping Services in Montreal
A Montreal Accounting Firm Built Around Accuracy, Not Guesswork
Running a business — or even just managing your personal finances — gets complicated fast when your books aren’t in order. Missed reconciliations, disorganized records, and last-minute scrambling before a filing deadline all add up to unnecessary stress and, often, unnecessary cost.
At léveillé CPA, we provide accounting and bookkeeping services in Montreal designed to keep your finances clear, current, and compliant year-round — not just during tax season. As a Montreal-based accounting firm, we combine day-to-day bookkeeping support with proper financial statement preparation, so you always have an accurate picture of where your business actually stands.
We work with individuals, self-employed professionals, and small-to-medium businesses across Montreal who want a dependable accounting company behind their numbers — not a once-a-year interaction.
Why Montreal Businesses Choose Us as Their Accounting Company
There’s no shortage of accounting firms in Montreal. What tends to set apart the ones clients stick with long-term comes down to a few consistent things:
We work in your books, not just around them. A lot of firms only touch your finances once a year, at filing time. We take a hands-on approach to bookkeeping throughout the year, which means fewer surprises and a much smoother year-end.
We understand Quebec’s specific compliance requirements. From QST/GST reporting to DAS (source deduction) remittances, CSST contributions, and Relevé slip preparation, Quebec has its own layered set of obligations on top of federal ones. Our team handles both sides fluently.
We’re upfront about pricing and process. No vague estimates, no buried fees. You’ll know what you’re paying for and why before we start any work.
We scale with you. Whether you’re a sole proprietor just getting your bookkeeping organized for the first time, or a growing company that needs monthly financial statements for a lender or investor, our accounting solutions adjust to where your business actually is.
If you’ve been searching for an accounting company in Montreal that treats your books as an ongoing responsibility rather than an annual chore, that’s the gap we’re built to fill.
Our Accounting Solutions in Montreal
We focus on two core pillars that, together, give you a complete and accurate financial picture: bookkeeping and financial statement preparation.
Bookkeeping Services
Clean books are the foundation of every other financial decision you make — from filing taxes accurately to applying for financing to simply knowing whether your business is actually profitable month to month.
Our bookkeeping services in Montreal include:
- Weekly, monthly, or quarterly bookkeeping, depending on your volume and needs
- Bank and credit card reconciliation
- Accounts payable and accounts receivable tracking
- Expense categorization and record organization
- QST/GST reporting and remittance tracking
- Payroll-adjacent bookkeeping, including DAS and CSST reporting support
- Cloud accounting setup and ongoing management using platforms like QuickBooks, Xero, and Wave
Who this is for: self-employed professionals, freelancers, small business owners, and growing companies that need their books maintained accurately and consistently — without hiring an in-house bookkeeper.
We also help businesses transition from paper records or spreadsheets to a proper cloud accounting system, which alone tends to save clients hours every month and significantly reduces year-end cleanup work.
Financial Statement Preparation
Financial statements aren’t just a formality — they’re often required by lenders, investors, landlords, government programs, or simply necessary for you to understand your own business performance.
As a CPA auditor, we can help you with any of your challenges. We prepare various types of financial statements, whether for compilation, review engagements, or audits.
Our financial statement preparation Montreal service covers:
- Balance sheet preparation
- Income statement (profit & loss) preparation
- Cash flow statement preparation
- Compiled financial statements for internal use, financing applications, or shareholder reporting
- Year-end financial packages that align cleanly with your tax filings
Who this is for: business owners applying for loans or lines of credit, companies with shareholders or investors who require regular reporting, and any business that wants a clear, accurate snapshot of its financial position at any given point in the year.
We prepare statements that are not only accurate but genuinely useful — formatted in a way that gives you real insight into your business, not just numbers on a page.
Serving Montreal With a Clear Understanding of Quebec's Requirements
Being based in Montreal means we deal with Quebec’s dual-reporting system daily — federal and provincial requirements running in parallel, GST alongside QST, and Revenu Québec obligations that don’t always mirror CRA rules exactly.
This matters more than it might seem. A bookkeeper or accountant unfamiliar with Quebec-specific filings can miss remittance deadlines, misclassify source deductions, or prepare financial statements that don’t line up cleanly with your provincial tax obligations. We built our process specifically around avoiding that gap.
If your business operates in Montreal or elsewhere in Quebec, working with a firm that handles both layers fluently — rather than treating Quebec as an afterthought — makes a real difference in how smoothly your year runs.
How We Work With You
- Initial Consultation: We start by understanding your current bookkeeping setup (or lack of one), your business structure, and what you actually need — whether that’s monthly bookkeeping, a one-time cleanup, or ongoing financial statement preparation.
- Systems Setup or Review: If you’re not already using cloud accounting software, we help you get set up. If you are, we review your existing system for gaps or inefficiencies.
- Ongoing Bookkeeping: We maintain your books on the schedule that fits your business — weekly, monthly, or quarterly — keeping everything reconciled and organized in real time.
- Financial Statement Delivery: At the intervals you need (monthly, quarterly, or annually), we prepare clear, accurate financial statements you can actually use for decision-making, financing, or reporting.
- Year-Round Availability: Questions come up outside of scheduled check-ins. We’re available to answer them — this isn’t a service that disappears until next year’s deadline.
Frequently Asked Questions
What's the difference between bookkeeping and financial statement preparation?
Bookkeeping is the ongoing process of recording and organizing your day-to-day financial transactions — income, expenses, reconciliations. Financial statement preparation takes that organized data and compiles it into formal reports (balance sheet, income statement, cash flow statement) that summarize your financial position over a specific period.
Do I need both services, or just one?
It depends on your situation. If your books are already well-maintained, you may only need periodic financial statement preparation. Most businesses, however, benefit from having both handled together, since accurate statements depend entirely on accurate underlying bookkeeping.
What accounting software do you work with?
We work with most major cloud accounting platforms, including QuickBooks Online, Xero, and Wave. If you’re not currently using any software, we can help you choose and set up the right one for your business size and needs.
How often will my books be updated?
This depends on the plan you choose — weekly, monthly, or quarterly bookkeeping are all available, based on your transaction volume and how current you need your numbers to be.
Can you help clean up bookkeeping that's fallen behind?
Yes. We regularly help businesses catch up on months (or years) of disorganized or incomplete bookkeeping, getting everything reconciled and current before moving to a regular maintenance schedule.
Do you provide services exclusively to businesses, or do you also assist individuals?
While bookkeeping is primarily a business service, we also support self-employed individuals and freelancers who need their income and expenses properly tracked and organized for accurate tax filing.
Work With a Montreal Accounting Firm That Keeps Your Books Accurate, Not Just Compliant
Whether you need ongoing bookkeeping, financial statement preparation, or both, our Montreal team is ready to help you build a financial process that actually works for your business — not just one that gets you through tax season.
Reach out today, and let’s talk about what your books actually need.
