Frequently Asked Questions

Find answers to questions about Source Online Bookkeeping’s services.

We know every business is different and we want to ensure you’re getting the best value for your services. Our initial assessment of your business will determine exactly what you require and how we can help.

Absolutely. As your business changes, our services will adapt as well.

No. We do require all clients to review and sign an engagement letter and pricing agreement; however, you may cancel at any time pending a 30-day notice period.

No. We have an amazing team of professionals working together at our head office in Victoria, BC. Meet our team here!

Yes. Fees paid to us are absolutely a business expense and will be recorded as such.

We take the upmost care in ensuring your data is kept secure. Our app partners use bank-level security and encryption to maintain privacy. Information stored with us is backed up every day to encrypted servers within Canada. Please see our privacy policy here.

Our sister company, Security House Accounting Inc., can provide you with any personal or corporate tax services you require.

Yes, absolutely. All our plans can be customizable to fit your business’ needs. As your business changes, our plans can too.

Ready to learn more?

Schedule a FREE consultation with us to learn more about how our services and partner technologies can work together to improve your accounting processes and bottom line.

Our Services

  • Cloud Accounting
  • Payroll Management
  • Tax Services
  • Paperless Document Management
  • Invoicing and Receivables
  • Payables and Payments
  • App Training & Technical Support