Charlett Millen

Charlett Millen

Bookkeeping Cleanup & CRA Audit Prep for Canadian Small Business

Bookkeeping Professional
Available for New Clients

Expert Rating

No reviews yet

Location

Canada

Services Listed

2 active

25+

Yrs Exp

2

Industries

100%

Satisfied

Executive Summary

Professional Bio

I've spent over 20 years untangling messy books for Canadian small businesses, nonprofits, and corporations. Most of my clients come to me after they've fallen behind, sometimes by months, sometimes by years, and they're scared to open their own books or terrified of a CRA audit. I fix that.

My specialty is bookkeeping cleanup and reconstruction. I take chaotic, incomplete, or years-out-of-date books and rebuild them into something accurate and current. I also prepare books specifically for CRA audits, so my clients walk into a review prepared instead of panicked. I work regularly with multi-entity bookkeeping for business owners who run more than one company or operate across related corporations, and I handle the kind of complexity that single-entity bookkeepers often can't.

I work fully virtually with clients across Canada, in industries including small business and retail, e-commerce, trades and construction, professional services, and nonprofits. My day-to-day work includes full-cycle bookkeeping, account reconciliations, financial statement preparation, GST/HST filing support, and ongoing monthly bookkeeping, all built on Xero, where I'm a certified partner, and QuickBooks Online, where I hold my Advanced Certification. I'm currently working toward my Certified Professional Bookkeeper designation as well.

My goal with every client is the same. Get you to a place where you can finally look at your own numbers without dreading it.

25+

Yrs Experience

2

Industries

2

Services

Background

Education

Certified General Accountant (CGA) Program — Completed to Level 3 | 2001 – 2004

Diploma, Financial Planning & Services — Fanshawe College | 1995 – 1997

Core Expertise

Bookkeeping Payroll QuickBooks Xero

Industries Served

Technology Construction
$350/mo

QuickBooks, Xero or Sage Monthly Bookkeeping and Reconciliation

Bookkeeping

If you're behind on your books, unsure if your numbers are even right, or just tired of dreading what your bank account actually says, this is where we start. This service covers full monthly bookkeeping for your business, including: - Bank and credit card reconciliations - Categorizing and recording all transactions - Monthly financial statements (profit and loss, balance sheet) - Ongoing bookkeeping in Xero or QuickBooks Online - Flagging anything that looks off before it becomes a problem I work with Canadian small businesses, nonprofits, and multi-entity corporations, and I specialize in taking over books that have been neglected or are behind. If your books are already a mess, I also offer cleanup and reconstruction as a separate project, so don't worry if "monthly" isn't where you're starting from today. Final pricing depends on transaction volume, number of accounts, and complexity, and I'll always confirm your exact rate before we begin.

$350/proj

QuickBooks or Xero Bookkeeping Cleanup or Catch up

Bookkeeping
Is your bookkeeping behind schedule? Are your bank feeds piling up? I will bring your QuickBooks Online or Xero file up to date so you can file your taxes with confidence. What you get: Categorization: I will categorize up to 12 months of historical transactions (based on package chosen). Reconciliation: I will match your ledger to your actual Bank/Credit Card statements to ensure 100% accuracy. Asset Review: I will ensure large purchases (computers, equipment) are recorded as assets, not expenses. Tax Ready: You will receive a clean Balance Sheet and Profit & Loss ready for your CPA. Why choose me? I specialize in non-profit and small businesses. I know how to handle the unique "mess" that comes from multiple payment processors like Stripe and PayPal and will ensure your profit margins are correctly calculated for better decision-making. Price included 3 month basic cleanup.

Credentials & Certifications

Bookkeeping Professional

Verified Professional

25+ Years Experience

Professional Practice

Charlett Millen

Charlett Millen

Bookkeeping Cleanup & CRA Audit Prep for Canadian Small Business

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