Bookkeeping

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SHALALA

Proudly Canadian business

SEE IF WE’RE A FIT

CANADIAN BUSINESSES. CLEARER BOOKS.

QuickBooks bookkeeping,
built for the AI age.

AI-powered. CPA-supervised.

SHALALA combines intelligent automation with human accounting oversight to keep the books of Canadian service businesses clean, reconciled and current.

100% remote. Everything handled securely online and in writing. No meetings. No phone calls.

SHALALACPA OVERSIGHT

A little more clarity.

Your monthly bookkeeping workflow

01   Transactions organizedโœ“ Categorized
02   Accounts reconciledโœ“ Matched
03   Exceptions resolvedโœ“ Reviewed
04   Bookkeeping periodโœ“ Complete
Profit & Loss   ยท   Balance Sheet
System-generated. Accountant-ready records.
Less bookkeeping friction.   More headspace.

Illustrative workflow ยท not client data or a financial report

QuickBooks OnlineCanadian businessesFixed monthly pricingLimited client capacity
01 / A CLEAR FIT

Built for straightforward
Canadian service businesses.

SHALALA Bookkeeping is intentionally designed for a narrow group of businesses. We work best with Canadian service businesses that want clean, reliable bookkeeping without unnecessary meetings, phone calls or administrative complexity.

Canadian service business
QuickBooks Online
Generally up to 300 transactions per month
Generally five or fewer bank and credit-card accounts
Primarily Canadian-dollar activity
No significant inventory
Comfortable working entirely online and in writing

TYPICAL CLIENTS INCLUDE

ConsultantsProfessional servicesMarketing & creative agenciesRecruitersCoachesIT & technology servicesEvent & creative businessesIndependent contractorsSmall incorporated service businesses

A focused service by design.

We keep our scope intentionally narrow so we can deliver consistent bookkeeping at predictable prices.

Our model may not suit businesses involving:

  • Significant inventory
  • Restaurants or inventory-heavy retail
  • Complex e-commerce
  • Construction job costing
  • Trust accounting
  • Cryptocurrency-heavy operations
  • Complex multi-currency bookkeeping
  • Large or complex payroll
  • High-volume cash businesses
  • Multiple complicated entities
  • Specialized industry accounting
  • More than approximately 300 monthly transactions without prior approval

We do not currently provide:

  • Income tax return preparation
  • Tax planning or tax advice
  • Assurance
  • Audits or reviews
  • Compilation engagements
  • Legal advice
  • CFO or strategic advisory services
  • Professional accounting opinions

If your needs fall outside our model, we would rather tell you before you become a client.

02 / BOOKKEEPING RESCUE

QuickBooks a mess?
We’ll get it back
under control.

AI-supported cleanup with CPA supervision.

For Canadian service businesses dealing with backlog, reconciliation problems and unreliable records. Bookkeeping problems tend to get more expensive the longer they are ignored.

  • Months of bookkeeping backlog
  • Unreconciled bank accounts
  • Unreconciled credit cards
  • Duplicate transactions
  • Incorrect transaction categories
  • Old outstanding balances
  • Unexplained QuickBooks balances
  • GST/HST bookkeeping problems
  • Owner or shareholder transactions that need cleanup
  • Unreliable records left by a previous bookkeeper
  • Books that need organizing before year-end
03 / PREDICTABLE PRICING

Simple monthly bookkeeping.

Fixed pricing for businesses that fit our model.

SHALALA ESSENTIAL

STRAIGHTFORWARD

$495 / month ยท CAD

Built for Canadian service businesses whose bookkeeping can be highly standardized and automated.

Generally up to 150 transactions / month

Up to three bank / credit-card accounts ยท QuickBooks Online ยท primarily CAD ยท no significant inventory. Generally includes:

  • QuickBooks Online bookkeeping
  • AI-assisted transaction processing and CPA supervision
  • Bank and credit-card reconciliation
  • Transaction categorization
  • Routine bookkeeping adjustments
  • GST/HST bookkeeping records
  • Monthly bookkeeping close
  • System-generated Profit & Loss
  • System-generated Balance Sheet
  • Written bookkeeping questions
  • Accountant-ready records

SEE IF ESSENTIAL FITS

Pricing assumes complete and timely information from the client. Existing bookkeeping problems may require a Bookkeeping Rescue before recurring service begins.

04 / A SIMPLER WORKFLOW

Bookkeeping without the meetings.

First, complete the fit assessment. If your business fits, receive your scope and engagement agreement in writing. Once the agreement is fully signed and the initial invoice is paid, secure onboarding begins and we get to work.

01 /

CONNECT

Provide secure QuickBooks Online accountant access after acceptance and onboarding. Never share your QuickBooks password.

02 /

AUTOMATE

Technology processes routine bookkeeping and identifies exceptions.

03 /

CLARIFY

Questions are sent in writing only when additional information is required.

04 /

REVIEW

Exceptions, reconciliations and completed bookkeeping are reviewed with CPA oversight.

05 /

CLOSE

Monthly books and system-generated reports are completed according to the service timetable, once required information is received.

No meetings. No phone tag. No bookkeeping calls.
05 / AI-NATIVE. CPA-SUPERVISED.

Automated where it should be.
Human where it matters.

SHALALA uses accounting technology and AI to streamline repetitive bookkeeping work, support transaction processing, identify exceptions and improve the monthly close process. Human oversight remains part of the workflow.

AUTOMATED WHERE IT SHOULD BE

Routine work, streamlined.

Routine categorization, matching and bookkeeping workflows use automation to reduce unnecessary manual work.

HUMAN WHERE IT MATTERS

CPA oversight where it counts.

Exceptions, reconciliations, unusual activity and items requiring accounting judgment are reviewed before the bookkeeping period is completed.

ACCOUNTABLE THROUGHOUT

A clear line of responsibility.

SHALALA remains responsible for the bookkeeping workflow and final review.

Automation may assist with transaction categorization, document extraction, matching, recurring transaction identification, workflow automation and exception identification. AI does not provide tax advice, accounting opinions, assurance, professional judgment or financial advice.

06 / WRITTEN FIRST

Everything in writing.

SHALALA is designed for business owners who prefer efficient asynchronous communication. Questions, document requests and bookkeeping exceptions are handled securely online and in writing.

  • No discovery calls
  • No recurring bookkeeping meetings
  • No telephone support
  • No requirement to schedule time with us

Make room for your actual work.

  • Respond on your schedule.
  • Keep a clear written record.
  • Avoid unnecessary meetings.
  • Spend less time managing your bookkeeper.
LIMITED MONTHLY CLIENT CAPACITY

Small by design.

SHALALA intentionally maintains a small recurring client roster. We would rather provide consistent bookkeeping to a limited number of businesses than build a high-volume bookkeeping operation.

When recurring capacity is full:

  • New clients may join a waitlist
  • Rescue projects may still be accepted where capacity allows
  • New monthly clients may be paused until capacity becomes available
07 / THOUGHTFUL ABOUT SECURITY

Your financial information does not belong in a website form.

The public SHALALA Fit Assessment is used only to understand whether your business fits our service model.

Keep sensitive records out of the form.

  • No bank statements or banking passwords
  • No credit-card numbers or SINs
  • No tax documents or payroll records
  • No other sensitive financial records

Sensitive bookkeeping documents are requested only after a client is accepted and onboarded using the approved secure bookkeeping workflow.

08 / GOOD QUESTIONS

A few things
worth knowing.

Clear expectations from the start.

Who is SHALALA designed for?

Canadian service businesses using QuickBooks Online with relatively straightforward bookkeeping needs: generally up to 300 monthly transactions, five or fewer bank and credit-card accounts, primarily Canadian-dollar activity and no significant inventory.

Do you work with every type of business?

No. We focus on straightforward Canadian service businesses. Significant inventory, restaurants, complex e-commerce, construction job costing, trust accounting, cryptocurrency-heavy activity and specialized industry accounting fall outside our usual model. We assess fit before an engagement begins.

Can I call you?

SHALALA works entirely online and in writing. There is no telephone support. Clear written questions and exception lists let you respond on your schedule and keep a useful record of the conversation.

Do I need QuickBooks Online?

Yes. Our service is built around QuickBooks Online. If you use something else, you must be willing to migrate to QuickBooks Online; any migration needs and scope are confirmed in writing before work begins.

Do you fix messy QuickBooks files?

Yes. Bookkeeping Rescue addresses backlog, unreconciled accounts, duplicates, incorrect categories and unexplained balances. Projects start from $995, with a written quote based on your file and available records. A Rescue may be required before monthly service begins.

Do you prepare tax returns?

No. Income tax return preparation is outside our service scope. We organize accountant-ready bookkeeping records for your tax preparer.

Do you provide tax advice?

No. SHALALA does not provide tax advice or tax planning. GST/HST bookkeeping records are recordkeeping work; questions about tax treatment or obligations should go to your tax adviser.

Do you provide assurance?

No. We do not provide assurance, audits, reviews or compilation engagements. System-generated Profit & Loss and Balance Sheet reports are outputs of the bookkeeping records and carry no assurance or professional opinion.

Who supervises my bookkeeping?

SHALALA’s founder is a CPA. Routine bookkeeping processing is automated. Exceptions, reconciliations, unusual activity and items requiring accounting judgment are reviewed with CPA oversight before the bookkeeping period is completed. This does not mean every transaction is manually CPA-supervised.

Does AI do all of my bookkeeping?

No. Technology processes routine bookkeeping and identifies exceptions. CPA supervision remains part of the workflow, including exceptions, reconciliations and final review. AI does not provide tax advice, accounting opinions, assurance, professional judgment or financial advice.

How do I send financial documents?

Sensitive documents are requested securely after acceptance and onboarding through the approved bookkeeping workflow. Never submit bank statements, passwords, credit-card numbers, SINs, tax documents or payroll records through the public website form.

Do I need to attend meetings?

No. There are no discovery calls, recurring bookkeeping meetings or bookkeeping calls. Onboarding, requests and questions are handled online and in writing.

Why do you limit client capacity?

A small recurring roster helps us maintain consistent bookkeeping and manageable workflows. When capacity is full, new monthly clients may join a waitlist. Rescue projects may still be accepted where capacity allows.

What if my business is too complex?

We may decline the engagement or recommend another provider. We would rather tell you that our service is not a fit before you become a client.

A CLEARER NEXT CHAPTER

Clean books.
Without the back-and-forth.

For Canadian service businesses.
100% remote. Everything in writing.

SEE IF WE’RE A FIT

A short online assessment. No sales call required.

Remote bookkeeping across Canada, including Toronto. QuickBooks cleanup, catch-up bookkeeping and monthly recordkeeping for small service businesses.

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