Bookkeeping for Alberta small businesses
Your bank statements, sorted into proper books.
Upload your statements and receipts. Maxwell Books suggests a category and the GST for every line. You confirm each one, and it goes into a double-entry ledger with the reports you and your accountant need.
| Date | On the statement | Category | GST | Amount |
|---|---|---|---|---|
| Jul 3 | PETRO-CANADA 4432 | Fuel and vehicle costs | 3.92 | −82.40 |
| Jul 4 | THE HOME DEPOT #7103 | Materials and stock | 20.14 | −423.00 |
| Jul 8 | STAPLES #212 | Office supplies | 2.20 | −46.19 |
| Jul 9 | E-TRANSFER RECEIVED | Sales | 75.00 | 1,575.00 |
| Jul 10 | SEND E-TFR ***Gkt | Only you know this one | −650.00 |
GST owing, July to September · due October 31$2,345.41
What Maxwell Books does
Reads your statements and receipts, suggests a category for each line, matches receipts to purchases, and works out the GST.
What you do
Check the suggestions, answer the few questions only you can (like who an e-Transfer went to), and get on with your work.
How it works
- 1
Upload
Bank and credit card statements as CSV or PDF, and photos or PDFs of your receipts. Each statement is checked to make sure it adds up.
- 2
Confirm
Each transaction comes with a suggested category and GST. Nothing goes into your books until you confirm it, and what you correct is remembered.
- 3
See where you stand
An income statement, balance sheet and GST summary, from a double-entry ledger your accountant can read and download.
Good to know
- Built for Alberta
- Made for sole proprietors and small businesses here, with Alberta's 5% GST and no PST.
- GST on every line
- Worked out from the receipt when there is one, with a summary for your GST return.
- Stored in Canada
- Your books and files are kept on Canadian servers.
- Works with your accountant
- Share your books with your CPA, and stop sharing any time.
Try it with one month of statements.
You can download everything, or close your account, whenever you like.