Get the benefits of an in-house bookkeeper at a fraction of the cost. Get monthly financial reports. Master your business finances.
1
Meet your Evzo onboarding specialist
Evzo makes it easy to get on board by getting rid of the travel and scheduling associated with in-person appointments. Meet your onboarding specialist by video call or on the phone. Schedule your meeting at a time convenient for you.
2
Go through an easy set up process
Your Evzo expert will get to know your business, gather all the information needed from you, and develop an action plan tailored to your business. Next we'll get you set up with the right tools and create a bookkeeping workflow tailored to your needs.
3
We do your books and deliver reports
Each month, our expert bookkeepers import your transactions and make sure your books are accurate and up to date. We will get in touch if we need anything from you. Going forward, you'll receive clear monthly reports, and our experts will always be there to answer any questions.
See how evzo compares with alternative solutions
evzo
do-it-yourself
part-time bookkeeper
Bookkeeping expertise
Probably limited
Monthly financial reports
Probably limited
Optimized workflow
Reliable support
Unlikely
Affordable pricing
Time is money
Unlikely
Data security and continuity
Who knows?
Why chance it?
Who we work with
We make use of industry leading software and integrate with your existing business tools.
How It Works – Questions
How long does it take to get up and running?
It all depends on your current situation. Usually we'll get clients up and running in 7 to 10 business days. If your business requires significant catch up work, it may take longer.
I am behind with my books. Can you help me get caught up?
Yes! We can import your previous transactions and get your books in order. We typically offer a discount from the regular monthly price for our catch up service. Contact us to get a personalized quote.
Do I need to deliver my receipts and other documents in person?
No. We'll set up integrations to obtain your financial transactions directly from your bank. We'll also ask you to send us your digital bank statements on a monthly basis to reconcile your books and ensure complete accuracy.
You'll need to keep your paper receipts on file in case of an audit by the government.
As an additional service, we can set up a digital receipts management system for your business. All you'll have to do is snap a picture of your receipts to store them digitally. Audit support is included with this service.
We offer a physical receipts handling service for businesses that have a constant flow of paper receipts. You can mail in your paper receipts and we'll digitally store them for you for up to 10 years.
Is support included? Can I ask questions?
Absolutely, our dedicated team of bookkeeping experts will be happy to answer any questions you might have within a business day or sooner.
What's the difference between accrual and cash based bookkeeping?
Under the accrual method, you have to report income in the fiscal period you earn it, regardless of when you receive the amount for payment. You can deduct allowable expenses in the fiscal period that you incur them, whether or not you pay for them in that period. Cash bookkeeping only looks at when money enters or leaves a bank account. Generally, you have to report business income using the accrual method of accounting. According to Canada Revenue Agency rules, only farmers, fishers and self-employed commission agents can use the cash based method.
What's the difference between bookkeepers and accountants?
A bookkeeper's and an accountant's responsibilities sometimes overlap. But in general, a bookkeeper’s primary task is to record transactions and keep your books organized and up to date, while accountants provide financial analysis, and are more qualified to advise on tax matters.
Do you file income tax reports for my business?
We coordinate with a tax preparer of your choice and hand off accurate and up-to-date year-end reports to them. Working with your tax preparer and answering any questions they may have is included in your bookkeeping plan.
