White Pine Bookkeeping

White Pine Bookkeeping 💻 Cloud Based Bookkeeping Services
🌲 Bookkeeping Support & Solutions For Canadian Small Business Owners
🍁Based In Stratford ON
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Year-End (11/12)💰 Loans, Financing & InvestmentsMake sure all interest is recorded — loans, lines of credit, and credit ...
01/19/2026

Year-End (11/12)

💰 Loans, Financing & Investments
Make sure all interest is recorded — loans, lines of credit, and credit cards. Review bank service charges, equipment lease costs, and any capital or investor-related expenses. Don’t forget to review amortization schedules to ensure balances and expense allocations are accurate.

🗃️ Banking, Credit Cards & Cash Reconciliation
Reconcile every bank account, credit card, business loan, and line of credit to year-end. Count and reconcile petty cash. Review outstanding cheques and deposits. Save bank and credit card statements for the last month of your fiscal year and the first month of the new year, along with loan and LOC statements. Ensure reconciliation reports are saved in your accounting software for CRA compliance.

🌲 Save this post to get your books year-end ready — next steps coming
soon.

Year-End (10/12)🏛️ Government RemittancesAs year-end approaches, it’s important to ensure all government remittances are...
01/16/2026

Year-End (10/12)

🏛️ Government Remittances
As year-end approaches, it’s important to ensure all government remittances are reconciled and up to date, including payroll source deductions (CPP, EI, income tax), GST/HST, Workers’ Compensation, and tax installments. Reviewing these balances now helps prevent penalties, interest, or unexpected follow-ups, and keeps your books clean heading into year-end reporting.

🧱 Capital Assets
Review purchases made throughout the year—such as computers, office furniture, machinery, or equipment—to confirm they’re properly recorded as assets. Accurate tracking supports correct depreciation and ensures your financial statements reflect the true value of your business. If you’re uncertain whether an item should be expensed or capitalized, flag it now. Addressing questions early makes the year-end process more efficient and less stressful.

🌲Save this post to get your books year-end ready—next steps coming soon.

Year-End (9/12)🎁 Gifts & Client AppreciationRecord all client and promotional gifts, verifying CRA deduction limits.👥 Em...
01/16/2026

Year-End (9/12)

🎁 Gifts & Client Appreciation
Record all client and promotional gifts, verifying CRA deduction limits.

👥 Employees & Contractors
Track payroll, employer contributions, contractor payments, T4/T4A slips, and employee benefits accurately.

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Year-End (8/12)🔒 Technology & SecurityInclude cybersecurity tools, backups, and security software. Proper tracking ensur...
01/10/2026

Year-End (8/12)

🔒 Technology & Security
Include cybersecurity tools, backups, and security software. Proper tracking ensures IT expenses are deductible.

🧹 Cleaning & Maintenance
Document office cleaning, supplies, and property repairs. Keep receipts for all maintenance costs.

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Year-End (7/12)🛡️ InsuranceDocument all business insurance costs, including liability, property, professional liability,...
01/09/2026

Year-End (7/12)

🛡️ Insurance
Document all business insurance costs, including liability, property, professional liability, and business auto coverage.

🧳 Travel (Business-Related)
Record all travel expenses, including flights, accommodations, transportation, meals, conferences, and parking. Proper documentation ensures CRA compliance.

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Year-End (6/12)✏️ Office SuppliesTrack office-related expenses like stationery, printer ink, paper, postage, desk organi...
01/05/2026

Year-End (6/12)

✏️ Office Supplies
Track office-related expenses like stationery, printer ink, paper, postage, desk organizers, fille folders, and staplers. Items under the asset threshold can be expensed immediately.

🧾 Professional Services Tip
Fees for bookkeeping, accounting, legal, and consulting services are deductible business expenses—just make sure you keep detailed receipts.

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Wishing everyone a joyful and peaceful holiday season ✨🎄
12/23/2025

Wishing everyone a joyful and peaceful holiday season ✨🎄

Year-End (5/12)📢 Advertising & MarketingRecord all marketing expenses, including online and print ads, branding, photogr...
12/19/2025

Year-End (5/12)

📢 Advertising & Marketing
Record all marketing expenses, including online and print ads, branding, photography, social media tools, website costs, and promotional materials.

🎓 Professional Development
Track expenses for courses, certifications, conferences, and professional association dues. Proper documentation supports deductible business training costs.

🌲Save this post to get your books year-end ready—next steps coming soon.





Year-End (4/12)🍽️ Meals & EntertainmentFood, drinks, or entertainment during client meetings, networking, travel, or con...
12/17/2025

Year-End (4/12)

🍽️ Meals & Entertainment
Food, drinks, or entertainment during client meetings, networking, travel, or conferences are generally claimable at 50%, based on the lesser of what you spent or what’s considered reasonable.
Under certain circumstances, some expenses — such as employee social events — may be 100% deductible. Keep all receipts and details to support your claim.

💻 Software, Tools & Subscriptions
Include all software and subscription costs needed to run your business efficiently, such as accounting tools, cloud storage, email, and industry-specific applications. Document all payments.

🌲Save this post to get your books year-end ready—next steps coming soon.





Year-End (3/12)💵 IncomeMake sure all business income is properly recorded. This includes sales, service revenue, governm...
12/15/2025

Year-End (3/12)

💵 Income
Make sure all business income is properly recorded. This includes sales, service revenue, government grants, and investment income. Proper documentation ensures CRA compliance and smooth year-end reporting.

📦 Cost of Sales / COGS
Record all costs directly related to producing goods or services. This includes inventory, raw materials, wholesale purchases, shipping, and import duties. Accurate tracking of COGS helps calculate your gross profit correctly.

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Year-End (2/12)🏠 Business-Use-of-Home ExpensesIf you run your business from home, you may qualify for the Business-Use-o...
12/12/2025

Year-End (2/12)

🏠 Business-Use-of-Home Expenses
If you run your business from home, you may qualify for the Business-Use-of-Home deduction. Only the business portion of each expense is deductible. Keep receipts, maintain a worksheet showing calculations, and document the percentage of your home used for business.

🚗 Motor Vehicle Expenses
Vehicle deductions are closely reviewed. Maintain a detailed mileage log with date, destination, purpose, and kilometers driven. Keep receipts for fuel, repairs, insurance, and other business-use expenses. Only the business portion is deductible.

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Year-End (1/12)🎉 Year-end is coming fast! We’re launching a Year-End Business Checklist series to help you get your book...
12/11/2025

Year-End (1/12)

🎉 Year-end is coming fast! We’re launching a Year-End Business Checklist series to help you get your books year-end ready. 📘
Over the next few weeks, we’ll cover key topics like
💰 business expenses,
📈 income,
📦 COGS,
👥 payroll,
and more — all broken down into easy-to-follow steps.

📥 The full downloadable Year-End Business Checklist PDF will be included in my next newsletter! Sign up today via the link in bio to make sure you get it.

💾 Save this post to get your books year-end ready!

Address

PO Box 23038
Stratford, ON
N5A7V8

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 12pm

Telephone

+12262346151

Website

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