Books & Ledgers

Books & Ledgers Offers tax filing and bookkeeping services. Roshely Cerbo, Owner

Recession discussions are everywhere, and it’s easy to feel uneasy. Downturns are part of normal economic cycles, and ma...
04/03/2026

Recession discussions are everywhere, and it’s easy to feel uneasy. Downturns are part of normal economic cycles, and markets have experienced many before. Staying focused on long-term goals may offer a clearer perspective. Contact me if you'd like to talk through your plan.

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“My savings account already earns interest. Why bother investing?ˮ If inflation outpaces your savings accountʼs interest...
03/26/2026

“My savings account already earns interest. Why bother investing?ˮ If inflation outpaces your savings accountʼs interest rate, youʼre not building wealth. In fact, youʼre losing money over time. For long-term planning, you need an investment strategy. Call today to learn more.

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The latest Federal Reserve decision affects borrowing costs, savings rates, and the overall financial environment. Moves...
03/26/2026

The latest Federal Reserve decision affects borrowing costs, savings rates, and the overall financial environment. Moves like this are part of a larger cycle, so focusing on long-term goals can help keep things steady. Contact me if you'd like help understanding today’s news.

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Tax season is the perfect time to think bigger than quick purchases. Using your refund to pay down debt, save for emerge...
03/10/2026

Tax season is the perfect time to think bigger than quick purchases. Using your refund to pay down debt, save for emergencies, or invest in long term goals can make a real difference.

If you’re not sure where to start, I’m a financial professional—and I’m here to help guide you. Reach out to me if you’d like to talk through your financial game plan.

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Do you know how mutual funds work? prisocial.info/PriImportantDisclosures
02/16/2026

Do you know how mutual funds work?

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Are you looking for an effective long-term investment vehicle? Consider a mutual fund. Mutual funds give average familie...
02/12/2026

Are you looking for an effective long-term investment vehicle? Consider a mutual fund. Mutual funds give average families the advantage of investing in the economy, with the opportunity to reduce risk with professional management and diversification. Did you know the typical mutual fund holds more than 150 stocks on average?

Source: Morningstar. Average based on 3,276 U.S. domestic equity open-end funds.

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10/31/2025

We have incorporated! Starting Nov. 1, 2025, Books & Ledgers is now a registered corporation in Ontario. The business started in 2021 as a Sole Proprietorship providing seasonal tax filing services for personal returns. The services then expanded to bookkeeping and payroll for small businesses, then assisting business start ups in their CRA registration and setting up their accounting system. After four years, we are still expanding our services and planning to add Corporate Tax Returns in 2026! We are so thankful to our new and existing clients for the continued support. We vow to maintain the credibility of our services to deserve your utmost loyalty and trust. Thank you so much!

Tax Day is right around the corner! Make sure you have a game plan for your refund to avoid impulse spending and conside...
04/11/2025

Tax Day is right around the corner! Make sure you have a game plan for your refund to avoid impulse spending and consider using it to get a jump start on your 2025 financial goals.

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Making a game plan for retirement doesn’t have to be complicated. Whether you’re new to RRSPs or looking to maximize you...
04/01/2025

Making a game plan for retirement doesn’t have to be complicated. Whether you’re new to RRSPs or looking to maximize your contributions, I’m happy to answer your questions! Give me a call today.

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Address

1-5257 Victoria Avenue
Niagara Falls, ON
L2E4E6

Telephone

+19053252073

Website

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